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 ₹2832 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 16 Sep 2010 26 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 1.92
Manager Tejas Sheth Rakesh Shetty
ISIN Code INF204K01HZ0 INF247L01BV9
Exits Load Exit load of 1% if redeemed within 1 year./365 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

Trailing Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Motilal Oswal Small Cap Fund - Regular (G)
1 Month 4.18% 9.83%
6 Month 4.26% 23.74%
1 Year 28.57% -
3 Year 27.85% -
5 Year 35.74% -

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 21.44% -
3 Year 33.74% -
5 Year 37.32% -

Rolling Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Motilal Oswal Small Cap Fund - Regular (G)
1 Year 18.15% -
3 Year 28.18% -
5 Year 22.05% -

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 1.36% -
Beta 0.79% -
Alpha 7.17% -

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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 5.23 2.75
Small Cap 70 79.21
Large Cap 11.94 5.76
Mid Cap 12.83 12.3

Sector Allocation

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Motilal Oswal Small Cap Fund - Regular (G)

Others 5.23 2.75
IT - Services 2.62 -
Telecom - Equipment & Accessories 1.27 -
Consumer Durables 7.21 12.2
Industrial Products 9.04 5.82
Textiles & Apparels 2.62 -
Electrical Equipment 7.25 12.86
Diversified FMCG 0.41 -
Pharmaceuticals & Biotechnology 4.89 1.58
Banks 5.79 3.34
Realty 0.58 1.01
Chemicals & Petrochemicals 3.55 6.01
IT - Software 2.46 4.04
Leisure Services 1.54 1.84
Paper, Forest & Jute Products 1.08 -
Industrial Manufacturing 2.63 6.24
Aerospace & Defense 1.69 2.77
Transport Services 0.49 -
Cement & Cement Products 1.24 -
Fertilizers & Agrochemicals 1.79 -
Capital Markets 4.66 2.22
Construction 3.26 2.53
Power 1.84 -
Media 0.08 -
IT - Hardware 0.06 -
Healthcare Services 2.27 6.18
Agricultural Food & other Products 1.89 3.23
Finance 2.98 3.9
Other Consumer Services 1.15 -
Petroleum Products 0.27 -
Entertainment 0.51 -
Diversified Metals 0.86 -
Retailing 1.32 7.91
Food Products 1.4 2.3
Auto Components 6.15 5.15
Commercial Services & Supplies 0.94 1.95
Household Products 1.13 -
Telecom - Services 0.69 -
Diversified 0.11 -
Consumable Fuels 0.56 -
Personal Products 1.15 -
Beverages 1.23 -
Automobiles 0.15 -
Other Utilities 0.82 4.19
Insurance 0.58 -
Agricultural, Commercial & Construction Vehicles 0.4 -
Ferrous Metals 0.16 -

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