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Motilal Oswal Small Cap Fund vs Tata Small Cap Fund compare
Motilal Oswal Small Cap Fund - Regular (G)
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.38% | 2% |
| 6 Month | -4.41% | -10.78% |
| 1 Year | 18.03% | 8.57% |
| 3 Year | - | 20.95% |
| 5 Year | - | 35.23% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.62% | -5.43% |
| 1 Year | -4.18% | -13.81% |
| 3 Year | - | 17.11% |
| 5 Year | - | 23.75% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 37.28% | 28.19% |
| 3 Year | - | 29.82% |
| 5 Year | - | 28.63% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 15.861% |
| Sharp | - | 0.793% |
| Beta | - | 0.736% |
| Alpha | - | 3.356% |
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Fund Managers
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Rakesh Shetty | Chandraprakash Padiyar |
| Total AUM | ₹33886 Cr | ₹15627 Cr |
| Funds Managed | 19 | 3 |
| Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.06 | 7.03 |
| Small Cap | 74.55 | 84.22 |
| Mid Cap | 9.51 | 8.75 |
| Large Cap | 6.88 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.92 | 8.25 |
| Consumer Cyclical | 25.38 | 15.97 |
| Basic Materials | 10.54 | 18.16 |
| Financial Services | 11.69 | 8.32 |
| Healthcare | 13.21 | 10.59 |
| Technology | 5.32 | 5.85 |
| Industrials | 22.27 | 24.35 |
| Communication Services | 2.43 | - |
| Consumer Defensive | 4.25 | 3.84 |
| Real Estate | - | 3.86 |
| Utilities | - | 0.82 |
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