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) | ₹2832 Cr | ₹3450 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 26 Dec 2023 | 15 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 | 1.92 | 1.93 |
| Manager | Rakesh Shetty | Rohit Seksaria |
| ISIN Code | INF247L01BV9 | INF903J01470 |
| 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 | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -7.29% | -5.75% |
| 6 Month | 11.13% | -1.21% |
| 1 Year | 34.27% | 11.68% |
| 3 Year | - | 16.76% |
| 5 Year | - | 24.64% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 3.65% |
| 3 Year | - | 22.73% |
| 5 Year | - | 26.67% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 16.53% |
| 3 Year | - | 17.99% |
| 5 Year | - | 15.23% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.09% |
| Sharp | - | 0.83% |
| Beta | - | 0.75% |
| Alpha | - | 0.89% |
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| 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 | 2.75 | 4.61 |
| Large Cap | 5.76 | 3.23 |
| Small Cap | 79.21 | 85.31 |
| Mid Cap | 12.3 | 6.85 |
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.75 | 4.61 |
| IT - Software | 4.04 | 4.07 |
| Chemicals & Petrochemicals | 6.01 | 3.04 |
| Banks | 3.34 | 7.91 |
| Healthcare Services | 6.18 | 3.54 |
| Industrial Manufacturing | 6.24 | 0.86 |
| Electrical Equipment | 12.86 | 2.09 |
| Industrial Products | 5.82 | 10.56 |
| Finance | 3.9 | 5.47 |
| Consumer Durables | 12.2 | 8.18 |
| Aerospace & Defense | 2.77 | - |
| Construction | 2.53 | 4.26 |
| Agricultural Food & other Products | 3.23 | 0.94 |
| Leisure Services | 1.84 | 3.37 |
| Retailing | 7.91 | - |
| Auto Components | 5.15 | 5.11 |
| Commercial Services & Supplies | 1.95 | - |
| Pharmaceuticals & Biotechnology | 1.58 | 4.78 |
| Capital Markets | 2.22 | 7.76 |
| Realty | 1.01 | 3.42 |
| Food Products | 2.3 | - |
| Other Utilities | 4.19 | - |
| IT - Services | - | 4.96 |
| Petroleum Products | - | 0.95 |
| Personal Products | - | 2.27 |
| Fertilizers & Agrochemicals | - | 1.69 |
| Automobiles | - | 0.83 |
| Entertainment | - | 1.4 |
| Gas | - | 1.7 |
| Cement & Cement Products | - | 1.67 |
| Other Consumer Services | - | 1.06 |
| Insurance | - | 0.59 |
| Transport Services | - | 0.28 |
| Textiles & Apparels | - | 0.83 |
| Beverages | - | 1.8 |
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