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) | ₹2832 Cr | ₹9464 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 | 1.92 | 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 | -7.29% | -7.01% |
| 6 Month | 11.13% | 0.79% |
| 1 Year | 34.27% | 21.89% |
| 3 Year | - | 20.87% |
| 5 Year | - | 28.37% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 11.13% |
| 3 Year | - | 26.78% |
| 5 Year | - | 30.74% |
| 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 | 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 |
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