Motilal Oswal Small Cap Fund vs Nippon India Small Cap Fund compare

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tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

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

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Chart Comparison

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

Overview

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Motilal Oswal Small Cap Fund - Regular (G)
Fund Nippon India Small Cap Fund - Growth Plan - Bonus Option Motilal Oswal Small Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹56452 Cr ₹1748 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 16 Sep 2010 01 Dec 2023
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 23% %
Expense Ratio 1.47 2.02
Manager Tejas Sheth Rakesh Shetty
ISIN Code INF204K01HZ0 INF247L01BV9
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1%, if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Motilal Oswal Small Cap Fund - Regular (G)
1 Month 5.74% 5.99%
6 Month 37.06% 27.88%
1 Year 47.84% -
3 Year 31.2% -
5 Year 37.91% -

SIP Return Analysis

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Motilal Oswal Small Cap Fund - Regular (G)
6 Month - -
1 Year 21.73% 9.26%
3 Year 64.56% 9.26%
5 Year 156.91% 9.26%

Rolling Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Motilal Oswal Small Cap Fund - Regular (G)
1 Year 39.97% 13.76%
3 Year 110.9% 13.76%
5 Year 170.17% 13.76%

Risk Management

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Motilal Oswal Small Cap Fund - Regular (G)
Standard Deviation 14.53% -
Sharp 1.55% -
Beta 0.78% -
Alpha 7.37% -

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Fund Managers

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Motilal Oswal Small Cap Fund - Regular (G)
Name Tejas Sheth Rakesh Shetty
Total AUM ₹89953 Cr ₹33886 Cr
Fund Manage 3 19
Nippon India Small Cap Fund - Growth Plan - Bonus Option Motilal Oswal Small Cap Fund - Regular (G)

Market Cap

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Motilal Oswal Small Cap Fund - Regular (G)

Others 4.71 10.78
Small Cap 55.11 66.88
Large Cap 11.02 10.18
Mid Cap 11.64 12.17

Sector Allocation

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Motilal Oswal Small Cap Fund - Regular (G)

Others 4.38 10.65
Communication 2.38 2.49
Construction 2.38 7.16
Financial 9.5 10.1
Healthcare 5.49 8.99
Chemicals 5.31 2.3
Services 6.49 10.89
Consumer Discretionary 3.29 10.06
Consumer Staples 6.62 2.98
Automobile 3.73 5.78
Capital Goods 18.16 15.74
Materials 3.25 -
Metals & Mining 3.1 3.19
Technology 2.34 2.26
Textiles 2.69 -
Diversified 1.6 3.04
Energy 1.25 2.05
Insurance 0.52 2.33

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