Motilal Oswal Small Cap Fund vs Tata Small Cap Fund compare
Motilal Oswal Small Cap Fund - Regular (G)
Tata Small Cap Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1748 Cr | ₹7868 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 01 Dec 2023 | 02 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Close Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 4.59% |
| Expense Ratio | 2.02 | 1.72 |
| Manager | Rakesh Shetty | Chandraprakash Padiyar |
| ISIN Code | INF247L01BV9 | INF277K015O2 |
| Exits Load | Exit load of 1%, if redeemed within 1 year./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -4.71% | -6.59% |
| 6 Month | 18.75% | 12.83% |
| 1 Year | - | 36.31% |
| 3 Year | - | 23.11% |
| 5 Year | - | 31.38% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 41.12% |
| 3 Year | - | 34.95% |
| 5 Year | - | 35.8% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | - | 27.86% |
| 3 Year | - | 30.27% |
| 5 Year | - | 27.96% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 13.28% |
| Sharp | - | 1.35% |
| Beta | - | 0.67% |
| Alpha | - | 5.5% |
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| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Name | Rakesh Shetty | Chandraprakash Padiyar |
| Total AUM | ₹33886 Cr | ₹15627 Cr |
| Fund Manage | 19 | 3 |
| Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund-Regular Plan-Growth |
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.75 | 6.71 |
| Large Cap | 5.76 | - |
| Small Cap | 79.21 | 91.58 |
| Mid Cap | 12.3 | 1.71 |
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.75 | 6.57 |
| 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 | 4.58 |
| 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 | - |
| Healthcare | - | 7.97 |
| Financial | - | 13.46 |
| Metals & Mining | - | 8.28 |
| Services | - | 13.52 |
| Technology | - | 5.24 |
| Consumer Staples | - | 7.52 |
| Materials | - | 6.51 |
| Capital Goods | - | 11.25 |
| Chemicals | - | 9.78 |
| Automobile | - | 1.54 |
| Consumer Discretionary | - | 1.31 |
| Textiles | - | 2.47 |
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