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) ₹2832 Cr ₹26331 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 26 Dec 2023 30 Oct 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 1.92 1.6
Manager Rakesh Shetty Sanjeev Sharma
ISIN Code INF247L01BV9 INF966L01AA0
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 Quant 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) Quant Small Cap Fund-Growth
1 Month -7.29% -4.1%
6 Month 11.13% -8.1%
1 Year 34.27% 10.71%
3 Year - 21.31%
5 Year - 42.12%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund-Growth
6 Month - -
1 Year - -2.37%
3 Year - 27.38%
5 Year - 37.46%

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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