Small Cap Fund comparison
ITI Small Cap Fund vs Motilal Oswal Small Cap Fund
Qonfido rates ITI Small Cap Fund Premier and Motilal Oswal Small Cap Fund Premier within the Small Cap Fund peer group.
Ratings and metrics as of
At a glance
Higher 3-year return
Not enough data
Smaller worst fall
Not enough data
Smoother ride (higher Sharpe)
Not enough data
Head-to-head
Swap either fund or add a third to see how they line up.
ITI Small Cap
Small Cap Fund
0/4
rounds won
Motilal Oswal Small Cap
Small Cap Fund
0/4
rounds won
Round by round
Three questions in one shape. A bigger triangle = stronger all round.
- ITI Small Cap
- Motilal Oswal Small Cap
Growth
Who grew money faster?
Average yearly return over the last 3 years.
20.8%—Not enough data yetDip protection
Who fell less in the worst dip?
Biggest fall from a peak in the period. Smaller hurts less.
-8.7%—Not enough data yetSmooth ride
Who gave a smoother ride?
Return earned for every unit of ups and downs. Higher is smoother.
0.87—Not enough data yet
Qonfido rating
Quality vs peers in the same category. Premier is the top tier.
Same tier
What matters most to you?
Quick take for “Balanced”
Too close to call — each fund wins on different things. Check the rounds above.
Based on the last 3 years of data. A starting point for research, not advice.
What could your money become?
If each fund repeated its last 3 years. Drag to try.
You’d put in ₹12.00 L. ITI Small Cap ends about ₹16.98 L ahead — that’s roughly 170 months of your SIP.
Illustration only. Past returns rarely repeat exactly.
Key numbers
| Metric | ITI Small Cap Fund | Motilal Oswal Small Cap Fund |
|---|---|---|
| Qonfido rating | Premier | Premier |
| 3Y return (CAGR) | 20.8% | — |
| Worst fall (max drawdown) | 8.7% | — |
| Sharpe ratio (3Y) | 0.87 | — |
| Beta (3Y) | 0.95 | — |
| Fund size (AUM) | ₹1,343 Cr | ₹3,448 Cr |
| Category average 3Y return | 11.6% | |
Frequently asked questions
Which is better, ITI Small Cap Fund or Motilal Oswal Small Cap Fund?
Neither fund is better for every investor. Based on data as of 11 Oct 2026. Qonfido rates ITI Small Cap Fund Premier and Motilal Oswal Small Cap Fund Premier within the Small Cap Fund peer group. Which fits depends on your goal, time horizon and comfort with falls. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
What is the Qonfido rating of ITI Small Cap Fund and Motilal Oswal Small Cap Fund?
Qonfido rates ITI Small Cap Fund Premier and Motilal Oswal Small Cap Fund Premier within the Small Cap Fund peer group. Ratings compare funds with their category peers on risk-adjusted consistency and are explained on the Qonfido rating methodology page.
Should I invest in both ITI Small Cap Fund and Motilal Oswal Small Cap Fund?
Both funds sit in the Small Cap Fund category, so their portfolios can overlap and holding both may add limited diversification. Review holdings overlap, costs and your overall allocation before combining them. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
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Comparisons are educational research support only. They are not personalised investment advice, suitability assessments, or predictions of returns. Mutual fund investments are subject to market risks. Read scheme documents and consider your goals, horizon, and risk tolerance before investing.