Motilal Oswal Small Cap Fund vs Tata Small Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Tata Small Cap Fund-Regular Plan-Growth
1 Month 5.99% 3.8%
6 Month 27.88% 27.62%
1 Year - 48.69%
3 Year - 28.4%
5 Year - 34.43%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Tata Small Cap Fund-Regular Plan-Growth
6 Month - -
1 Year 9.26% 17.89%
3 Year 9.26% 50.59%
5 Year 9.26% 124.15%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Tata Small Cap Fund-Regular Plan-Growth
1 Year 13.76% 34.72%
3 Year 13.76% 93.09%
5 Year 13.76% 137.56%

Risk Management

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%

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

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Tata Small Cap Fund-Regular Plan-Growth

Others 10.78 6.71
Large Cap 10.18 -
Small Cap 66.88 91.58
Mid Cap 12.17 1.71

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Tata Small Cap Fund-Regular Plan-Growth

Others 10.65 6.57
Technology 2.26 5.24
Chemicals 2.3 9.78
Financial 10.1 13.46
Healthcare 8.99 7.97
Capital Goods 15.74 11.25
Metals & Mining 3.19 8.28
Services 10.89 13.52
Communication 2.49 -
Construction 7.16 4.58
Consumer Discretionary 10.06 1.31
Diversified 3.04 -
Consumer Staples 2.98 7.52
Insurance 2.33 -
Automobile 5.78 1.54
Energy 2.05 -
Materials - 6.51
Textiles - 2.47

Top Comparisons

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns6.64%

VS

Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option

3Y Returns5.5%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns5.68%

VS

Axis Money Market Fund - Regular Plan - Growth Option Axis Money Market Fund - Regular Plan - Growth Option

3Y Returns6.15%

Compare Now

Axis Corporate Debt Fund - Regular Plan Growth Axis Corporate Debt Fund - Regular Plan Growth

3Y Returns5.65%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns5.38%

Compare Now

ITI Small Cap Fund Regular - Growth ITI Small Cap Fund Regular - Growth

3Y Returns25.13%

VS

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns31.2%

Compare Now
Request call back
Add to Cart Successfully