Motilal Oswal Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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

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tortoise-icon Sundaram Small Cap Fund Regular Plan - 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) 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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Sundaram Small Cap Fund Regular Plan - Growth
1 Month -4.66% -8.27%
6 Month 18.8% 6.18%
1 Year - 21.82%
3 Year - 17.73%
5 Year - 26.71%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year - 22.27%
3 Year - 28.41%
5 Year - 30.37%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation - 14.09%
Sharp - 1%
Beta - 0.75%
Alpha - 1.64%

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Fund Managers

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

Market Cap

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Sundaram Small Cap Fund Regular Plan - Growth

Others 2.75 6.79
Large Cap 5.76 7.72
Small Cap 79.21 76.79
Mid Cap 12.3 8.71

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Sundaram Small Cap Fund Regular Plan - Growth

Others 2.75 2.48
IT - Software 4.04 -
Chemicals & Petrochemicals 6.01 -
Banks 3.34 -
Healthcare Services 6.18 -
Industrial Manufacturing 6.24 -
Electrical Equipment 12.86 -
Industrial Products 5.82 -
Finance 3.9 -
Consumer Durables 12.2 -
Aerospace & Defense 2.77 -
Construction 2.53 6.33
Agricultural Food & other Products 3.23 -
Leisure Services 1.84 -
Retailing 7.91 -
Auto Components 5.15 -
Commercial Services & Supplies 1.95 -
Pharmaceuticals & Biotechnology 1.58 -
Capital Markets 2.22 -
Realty 1.01 -
Food Products 2.3 -
Other Utilities 4.19 -
Automobile - 3.14
Financial - 24.44
Capital Goods - 10.59
Technology - 8.31
Healthcare - 8.1
Chemicals - 2.36
Materials - 4.69
Consumer Staples - 6.04
Metals & Mining - 2.72
Consumer Discretionary - 5.01
Services - 11.54
Energy - 1.2
Textiles - 1.12
Unclassified - 1.94

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