Motilal Oswal Small Cap Fund vs LIC MF Small Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Small Cap Fund - Regular (G)

Invest Now

tortoise-icon IDBI Small Cap Fund Growth Regular

Invest Now

tortoise-icon LIC MF Small Cap Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Fund Motilal Oswal Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹2832 Cr ₹386 Cr ₹386 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 26 Dec 2023 21 Jun 2017 21 Jun 2017
Category Small Cap Small Cap Small Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over % 12% %
Expense Ratio 1.92 2.49 2.49
Manager Rakesh Shetty Yogesh Patil Yogesh Patil
ISIN Code INF247L01BV9 INF397L01JW3 INF397L01JW3
Exits Load Motilal Oswal Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 LIC MF Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 LIC MF Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Month 9.83% 7.18% 7.18%
6 Month 23.74% 9.69% 9.69%
1 Year - 40.74% 40.74%
3 Year - 25.05% 25.05%
5 Year - 30.47% 30.47%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
6 Month - - -
1 Year - 34.84% 34.84%
3 Year - 33.36% 33.36%
5 Year - 33.92% 33.92%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Year - 13.13% 13.13%
3 Year - 25% 25%
5 Year - 15.83% 15.83%

Risk Management

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Standard Deviation - 13.95% 13.95%
Sharp - 1.14% 1.14%
Beta - 0.75% 0.75%
Alpha - 4.57% 4.57%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Name Rakesh Shetty Yogesh Patil Yogesh Patil
Total AUM ₹33886 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 19 7 7
Motilal Oswal Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth

Market Cap

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 2.75 2.06 8.48
Large Cap 5.76 3.06 -
Small Cap 79.21 84.11 88.52
Mid Cap 12.3 10.8 3.03

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 2.75 2.06 3.8
IT - Software 4.04 1.61 -
Chemicals & Petrochemicals 6.01 4.35 -
Banks 3.34 - -
Healthcare Services 6.18 3.31 -
Industrial Manufacturing 6.24 3.95 -
Electrical Equipment 12.86 7.8 -
Industrial Products 5.82 21.79 -
Finance 3.9 2.83 -
Consumer Durables 12.2 3.29 -
Aerospace & Defense 2.77 - -
Construction 2.53 2.43 5.28
Agricultural Food & other Products 3.23 1.49 -
Leisure Services 1.84 1.5 -
Retailing 7.91 3.69 -
Auto Components 5.15 3.59 -
Commercial Services & Supplies 1.95 - -
Pharmaceuticals & Biotechnology 1.58 4 -
Capital Markets 2.22 1.72 -
Realty 1.01 3.11 -
Food Products 2.3 1.05 -
Other Utilities 4.19 3.96 -
Textiles & Apparels - 4.62 -
IT - Services - 2.2 -
Media - 0.41 -
Fertilizers & Agrochemicals - 1.12 -
Power - 3.24 -
Gas - 1.71 -
Diversified FMCG - 0.91 -
Transport Services - 3.71 -
Insurance - 0.54 -
Beverages - 2.06 -
Entertainment - 1.98 -
Energy - - 3.65
Consumer Staples - - 2.7
Technology - - 3.07
Healthcare - - 5.94
Capital Goods - - 36.32
Textiles - - 3.24
Chemicals - - 5.92
Materials - - 10.42
Financial - - 2.51
Services - - 10.3
Consumer Discretionary - - 4.03
Metals & Mining - - 1.96
Automobile - - 0.89

Top Comparisons

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns25.66%

VS

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns17.96%

Compare Now

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns9.08%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.48%

Compare Now

Kotak Medium Term Fund - Growth Kotak Medium Term Fund - Growth

3Y Returns5.91%

VS

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns4.92%

Compare Now

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns5.79%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns5.79%

Compare Now
Request call back
Add to Cart Successfully