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HSBC Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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tortoise-icon HSBC Flexi Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
Fund Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11855 Cr ₹4680 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 28 Apr 2014 24 Feb 2004
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 90% 27%
Expense Ratio 1.72 1.93
Manager Rakesh Shetty Venugopal Manghat
ISIN Code INF247L01478 INF336L01AF5
Exits Load Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Flexi 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 Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
1 Month 8.17% 8.46%
6 Month -10.47% -13.05%
1 Year 16.18% 6.21%
3 Year 20.2% 14.24%
5 Year 24.78% 26.37%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
6 Month -5.7% -7.63%
1 Year -1.58% -11.5%
3 Year 24.53% 16.69%
5 Year 20.02% 17.66%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
1 Year 13.33% 15.75%
3 Year 13.03% 12.91%
5 Year 11.59% 13.75%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
Standard Deviation 15.785% 15.323%
Sharp 0.761% 0.455%
Beta 0.889% 1.003%
Alpha 6.046% 0.255%

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Fund Managers

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
Name Rakesh Shetty Venugopal Manghat
Total AUM ₹33886 Cr ₹41442 Cr
Funds Managed 19 7
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth

Market Cap

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

HSBC Flexi Cap Fund - Regular Growth

Others 28.33 3.71
Large Cap 40.58 51.36
Mid Cap 27.53 22.21
Small Cap 3.56 22.72

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

HSBC Flexi Cap Fund - Regular Growth

Others 23.34 2.43
Communication Services 9.21 2.85
Industrials 18.3 14.36
Healthcare 1.75 6.32
Financial Services 9.73 25.6
Consumer Cyclical 17.23 12.05
Technology 20.44 13.99
Energy - 4.88
Consumer Defensive - 4.92
Basic Materials - 8.29
Real Estate - 2.05
Utilities - 2.24

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