Motilal Oswal Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Motilal Oswal Small Cap Fund - Regular (G)
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1748 Cr | ₹3333 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 01 Dec 2023 | 10 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 22% |
| Expense Ratio | 2.02 | 1.93 |
| Manager | Rakesh Shetty | Rohit Seksaria |
| ISIN Code | INF247L01BV9 | INF903J01470 |
| Exits Load | Exit load of 1%, if redeemed within 1 year./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.99% | -3.17% |
| 6 Month | 27.88% | 13.17% |
| 1 Year | - | 38.46% |
| 3 Year | - | 21.34% |
| 5 Year | - | 27.92% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.26% | 16.31% |
| 3 Year | 9.26% | 48.22% |
| 5 Year | 9.26% | 111.75% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 16.58% |
| 3 Year | - | 18.1% |
| 5 Year | - | 15.28% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.09% |
| Sharp | - | 1.09% |
| Beta | - | 0.75% |
| Alpha | - | 1.53% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Rakesh Shetty | Rohit Seksaria |
| Total AUM | ₹33886 Cr | ₹0 Cr |
| Fund Manage | 19 | 15 |
| Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.78 | 6.79 |
| Large Cap | 10.18 | 7.72 |
| Small Cap | 66.88 | 76.79 |
| Mid Cap | 12.17 | 8.71 |
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.65 | 2.48 |
| Technology | 2.26 | 8.31 |
| Chemicals | 2.3 | 2.36 |
| Financial | 10.1 | 24.44 |
| Healthcare | 8.99 | 8.1 |
| Capital Goods | 15.74 | 10.59 |
| Metals & Mining | 3.19 | 2.72 |
| Services | 10.89 | 11.54 |
| Communication | 2.49 | - |
| Construction | 7.16 | 6.33 |
| Consumer Discretionary | 10.06 | 5.01 |
| Diversified | 3.04 | - |
| Consumer Staples | 2.98 | 6.04 |
| Insurance | 2.33 | - |
| Automobile | 5.78 | 3.14 |
| Energy | 2.05 | 1.2 |
| Materials | - | 4.69 |
| Textiles | - | 1.12 |
| Unclassified | - | 1.94 |
Top Comparisons
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns18.2%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns20.63%
Kotak Equity Opportunities Fund - Growth
3Y Returns22.32%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns26.17%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.27%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns14.58%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns6.18%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns5.83%