Motilal Oswal Small Cap Fund vs Quant Small Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant Small Cap Fund-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) 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 5.99% 1.5%
6 Month 27.88% 17.99%
1 Year - 56.18%
3 Year - 32.65%
5 Year - 49.46%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund-Growth
6 Month - -
1 Year 9.26% 24.73%
3 Year 9.26% 68.93%
5 Year 9.26% 208.85%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund-Growth
1 Year - 10.53%
3 Year - 9.93%
5 Year - 9.68%

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%

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) 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 10.78 9.51
Large Cap 10.18 24.56
Small Cap 66.88 65.91
Mid Cap 12.17 -

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Quant Small Cap Fund-Growth

Others 10.65 2.66
Technology 2.26 1.78
Chemicals 2.3 2.75
Financial 10.1 24.78
Healthcare 8.99 7.32
Capital Goods 15.74 4.29
Metals & Mining 3.19 5.89
Services 10.89 11.05
Communication 2.49 3.64
Construction 7.16 8.84
Consumer Discretionary 10.06 -
Diversified 3.04 -
Consumer Staples 2.98 6.04
Insurance 2.33 1.69
Automobile 5.78 1.79
Energy 2.05 13.24
Textiles - 3.26
Materials - 0.96

Top Comparisons

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns16.37%

VS

Axis Retirement Fund - Dynamic Plan - Regular Growth Axis Retirement Fund - Dynamic Plan - Regular Growth

3Y Returns13.63%

Compare Now

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns12.66%

VS

Sundaram Flexicap Fund Regular Growth Sundaram Flexicap Fund Regular Growth

3Y Returns0%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns35.18%

VS

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns33.54%

Compare Now

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns15.66%

VS

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns18.11%

Compare Now
Request call back
Add to Cart Successfully