Motilal Oswal Small Cap Fund vs Tata Small Cap Fund compare

Link copied to clipboard!

Motilal Oswal Small Cap Fund - Regular (G)

Invest Now

Tata Small Cap Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹4062 Cr	₹8883 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹1000
Launch Date	26 Dec 2023	12 Nov 2018
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	%	4.59%
Expense Ratio	1.84	1.7
Manager	Rakesh Shetty	Chandraprakash Padiyar
ISIN Code	INF247L01BV9	INF277K015O2
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	Tata Small Cap Fund - Regular Plan - 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)	Tata Small Cap Fund-Regular Plan-Growth
1 Month	-9.98%	-9.95%
6 Month	-8.11%	-14.83%
1 Year	17.7%	6.46%
3 Year	-	20.36%
5 Year	-	26.26%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Tata Small Cap Fund-Regular Plan-Growth
6 Month	-	-
1 Year	-0.86%	-13.46%
3 Year	-	17.38%
5 Year	-	25.18%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Tata Small Cap Fund-Regular Plan-Growth
1 Year	37.28%	28.19%
3 Year	-	29.82%
5 Year	-	28.63%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Tata Small Cap Fund-Regular Plan-Growth
Standard Deviation	-	15.464%
Sharp	-	0.858%
Beta	-	0.755%
Alpha	-	2.46%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	7.66
Large Cap	5.76	-
Small Cap	79.21	84.36
Mid Cap	12.3	7.98

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Tata Small Cap Fund-Regular Plan-Growth
Others	2.75	7.66
IT - Software	4.04	2.22
Chemicals & Petrochemicals	6.01	9.99
Banks	3.34	4.78
Healthcare Services	6.18	4.07
Industrial Manufacturing	6.24	2.04
Electrical Equipment	12.86	-
Industrial Products	5.82	16.54
Finance	3.9	-
Consumer Durables	12.2	4.02
Aerospace & Defense	2.77	-
Construction	2.53	-
Agricultural Food & other Products	3.23	1.76
Leisure Services	1.84	3.28
Retailing	7.91	1.02
Auto Components	5.15	4.17
Commercial Services & Supplies	1.95	5.86
Pharmaceuticals & Biotechnology	1.58	5.08
Capital Markets	2.22	4.13
Realty	1.01	4.93
Food Products	2.3	-
Other Utilities	4.19	-
Power	-	0.1
IT - Hardware	-	1.77
Transport Services	-	2.04
Household Products	-	0.75
Diversified	-	3.31
Transport Infrastructure	-	2.26
Fertilizers & Agrochemicals	-	1
Other Construction Materials	-	0.59
Textiles & Apparels	-	2.34
Ferrous Metals	-	1.36
Beverages	-	2.93