Compare Mutual Funds

Insights from Fund Comparison

• Both Quant Small Cap Fund - Direct (G) and Motilal Oswal Small Cap Fund - Regular (G) are Small Cap Fund, Equity schemes. Quant Small Cap Fund - Direct (G) is 13 yrs 4 m old and manages ₹30,373.69 Crs, whereas Motilal Oswal Small Cap Fund - Regular (G) is 2 yrs 5 m old with ₹6,206.07 Crs.
• Quant Small Cap Fund - Direct (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Quant Small Cap Fund - Direct (G) has its top 3 sectors in Pharmaceuticals (10.57%), Finance (10.25%), and Refineries (9.47%), while Motilal Oswal Small Cap Fund - Regular (G) focuses on Healthcare (8.05%), Banks (6.58%), and Consumer Durables (6.23%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Quant Small Cap Fund - Direct (G) holds Reliance Industries Limited (9.47%), TREPS 04-May-2026 DEPO 10 (6.90%), RBL Bank Limited (4.75%), Adani Power Limited (4.38%), and HFCL Limited (3.44%), whereas Motilal Oswal Small Cap Fund - Regular (G) holds Collateralized Borrowing & Lending Obligation (6.98%), CCL Products (India) Limited (4.10%), Rubicon Research Limited (3.83%), VA Tech Wabag Limited (3.78%), and Karur Vysya Bank Limited (3.64%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Quant Small Cap Fund - Direct (G) has 91.74% equity and 1.26% debt, while Motilal Oswal Small Cap Fund - Regular (G) has 92.00% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Quant Small Cap Fund - Direct (G) outperformed Motilal Oswal Small Cap Fund - Regular (G) in 3 Months, 6 Months, 1 Year (returns: 8.49%, 0.50%, 6.42% ) but underperformed in 3 Years, 5 Years (returns: 21.07%, 21.80%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.