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 8 m old and manages ₹34,068.88 Crs, whereas Motilal Oswal Small Cap Fund - Regular (G) is 2 yrs 9 m old with ₹7,604.53 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 Finance (11.65%), Trading (8.29%), and Banks (7.57%), while Motilal Oswal Small Cap Fund - Regular (G) focuses on Consumer Durables (8.21%), Healthcare (7.89%), and Banks (6.62%).
• The funds share exposure to Banks, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Quant Small Cap Fund - Direct (G) holds TREPS 03-Aug-2026 DEPO 10 (9.36%), HFCL Limited (5.44%), NSE NIFTY 25/08/2026 (5.33%), Adani Enterprises Limited (4.72%), and RBL Bank Limited (4.65%), whereas Motilal Oswal Small Cap Fund - Regular (G) holds Rubicon Research Limited (4.43%), VA Tech Wabag Limited (4.03%), Karur Vysya Bank Limited (3.48%), CCL Products (India) Limited (3.36%), and Aditya Infotech Limited (3.25%).
• 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 88.46% equity and 1.55% debt, while Motilal Oswal Small Cap Fund - Regular (G) has 97.10% equity and 0.00% debt.
• Motilal Oswal Small Cap Fund - Regular (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Quant Small Cap Fund - Direct (G) showed short-term strength over 3 Months (returns: 9.84%), outperforming Motilal Oswal Small Cap Fund - Regular (G) by 3.9%. However, other periods (6 Months, 1 Year, 3 Years, 5 Years, returns: 28.44%, 17.99%, 17.68%, 20.28% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.