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Small CapVSLiquid Fund

Nippon India Small Cap Fund vs Motilal Oswal Liquid Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

20.63%

VS

3Y Return

6.55%

ParameterANippon India Small Cap Fund - Direct Plan - GrowthBMotilal Oswal Liquid Fund - Direct Plan - Growth
Fund HouseNippon IndiaMotilal Oswal
CategorySmall CapLiquid Fund
NAV (β‚Ή)194.7714.67
AUM (β‚Ή Cr)7.27 Lac Cr3.37 Lac Cr
Expense Ratio (%)0.64%0.12%
RiskometerVery HighLow
Volatility18.660.12
Sharpe Ratio0.760.42
1 Year Return (%)5.69%5.84%
3 Year Return (%)20.63%6.55%
5 Year Return (%)21.91%5.76%
Since Launch (%)23.95%5.29%
Min SIP (β‚Ή)500500
Min Lumpsum (β‚Ή)10001000
Launch Date3 January 201320 December 2018
Exit LoadNilNil
Fund ManagerAmber Singhania; Kinjal Desai; Samir Rachh (9.4 years yrs)Niket Shah (3.5 years yrs)
BenchmarkNifty Smallcap 250 TRINIFTY Liquid Index
Top 3 HoldingsHDFC Bank Ltd. (1.89%), Multi Commodity Exchange Of India Ltd. (1.76%), Bharat Heavy Electricals Ltd. (1.67%)State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)
Asset AllocationEquity: 97.17% | CD: 0.21%T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%
Portfolio Turnover32%261%

Why consider Nippon India Small Cap Fund?

  • Expense ratio: 0.64%
  • 3Y return: 20.63%
  • AUM: 7.27 Lac Cr
  • Sharpe Ratio: 0.76

Why consider Motilal Oswal Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.55%
  • AUM: 3.37 Lac Cr
  • Sharpe Ratio: 0.42

SIP Calculator – Compare Growth Potential

Nippon India Small Cap Fund

β‚Ή1991813.86

@20.6% annual return (3Y)

Motilal Oswal Liquid Fund

β‚Ή848929.18

@6.5% annual return (3Y)

*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

πŸ“Š Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.