Motilal Oswal Small Cap Fund vs Quant Small Cap Fund compare

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

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tortoise-icon Quant Small Cap Fund-Growth

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Chart Comparison

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

Overview

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund-Growth
Fund Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1748 Cr ₹22901 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 01 Dec 2023 24 Nov 1996
Category Small Cap Small Cap
Fund Type Open Ended Open-ended
Benchmark NIFTY Smallcap 250 TRI NIFTY SMALLCAP 250 TRI
Turn Over % %
Expense Ratio 2.02 1.62
Manager Rakesh Shetty Sanjeev Sharma
ISIN Code INF247L01BV9 INF966L01AA0
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 Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund-Growth
1 Month -4.66% -7.53%
6 Month 18.8% 1.89%
1 Year - 34.42%
3 Year - 24.04%
5 Year - 44.32%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund-Growth
6 Month - -
1 Year - 20.17%
3 Year - 34.2%
5 Year - 42.72%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund-Growth
1 Year - 10.41%
3 Year - 10.27%
5 Year - 10.08%

Risk Management

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund-Growth
Standard Deviation - 18.63%
Sharp - 1.2%
Beta - 0.93%
Alpha - 4.23%

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Fund Managers

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund-Growth
Name Rakesh Shetty Sanjeev Sharma
Total AUM ₹33886 Cr ₹39731 Cr
Fund Manage 19 22
Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund-Growth

Market Cap

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Quant Small Cap Fund-Growth

Others 2.75 13.06
Large Cap 5.76 20.6
Small Cap 79.21 66.27
Mid Cap 12.3 -

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Quant Small Cap Fund-Growth

Others 2.75 13.06
IT - Software 4.04 -
Chemicals & Petrochemicals 6.01 1.85
Banks 3.34 3.82
Healthcare Services 6.18 1.64
Industrial Manufacturing 6.24 0.14
Electrical Equipment 12.86 0.72
Industrial Products 5.82 1.72
Finance 3.9 10.66
Consumer Durables 12.2 0.75
Aerospace & Defense 2.77 -
Construction 2.53 1.52
Agricultural Food & other Products 3.23 1.64
Leisure Services 1.84 2.17
Retailing 7.91 5.74
Auto Components 5.15 3.31
Commercial Services & Supplies 1.95 0.02
Pharmaceuticals & Biotechnology 1.58 9.28
Capital Markets 2.22 1.63
Realty 1.01 1.69
Food Products 2.3 5.05
Other Utilities 4.19 -
Petroleum Products - 9.63
Fertilizers & Agrochemicals - 3.01
Textiles & Apparels - 2.51
Insurance - 0.28
Beverages - 0.75
Consumable Fuels - 0.24
Healthcare Equipment & Supplies - 2.65
Gas - 3.78
Personal Products - 0.19
Entertainment - 3.22
Telecom - Services - 4.11
Minerals & Mining - 0.37
Power - 2.78

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