Motilal Oswal Small Cap Fund vs Quant Small Cap Fund compare
Motilal Oswal Small Cap Fund - Regular (G)
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
---|---|---|
Fund | Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4062 Cr | ₹25183 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 26 Dec 2023 | 30 Oct 1996 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | % | % |
Expense Ratio | 1.84 | 1.6 |
Manager | Rakesh Shetty | Sanjeev Sharma |
ISIN Code | INF247L01BV9 | INF966L01AA0 |
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 | Quant Small Cap Fund - 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) | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Month | 11.12% | 6.57% |
6 Month | -4.16% | -7.05% |
1 Year | 23.38% | 0.12% |
3 Year | - | 26.85% |
5 Year | - | 47.16% |
SIP Return Analysis
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | -3.11% | 0.55% |
1 Year | -10.77% | -14.36% |
3 Year | - | 17.05% |
5 Year | - | 25.43% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 19.04% | 10.37% |
3 Year | - | 10.4% |
5 Year | - | 10.21% |
Risk Management
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | - | 18.497% |
Sharp | - | 0.792% |
Beta | - | 0.929% |
Alpha | - | 1.342% |
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Fund Managers
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
---|---|---|
Name | Rakesh Shetty | Sanjeev Sharma |
Total AUM | ₹33886 Cr | ₹39731 Cr |
Funds Managed | 19 | 22 |
Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 9.06 | 10.03 |
Small Cap | 74.55 | 63.33 |
Mid Cap | 9.51 | 3.42 |
Large Cap | 6.88 | 23.22 |
Sector Allocation
Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 4.92 | 9.23 |
Consumer Cyclical | 25.38 | 14.28 |
Basic Materials | 10.54 | 8.59 |
Financial Services | 11.69 | 15.78 |
Healthcare | 13.21 | 13.56 |
Technology | 5.32 | 2.85 |
Industrials | 22.27 | 4.46 |
Communication Services | 2.43 | 3.92 |
Consumer Defensive | 4.25 | 5.01 |
Energy | - | 18.22 |
Real Estate | - | 1.72 |
Utilities | - | 2.37 |
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