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) ₹12024 Cr ₹4943 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 1.73 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 -9.51% -6.71%
6 Month 1.6% -3.21%
1 Year 24.7% 17.6%
3 Year 17.94% 14.17%
5 Year 16.05% 17.95%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
6 Month - -
1 Year 16.4% 6.82%
3 Year 28.29% 22.06%
5 Year 22.19% 21.42%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
1 Year 12.77% 15.55%
3 Year 12.81% 12.7%
5 Year 11.22% 13.61%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
Standard Deviation 12.18% 11.4%
Sharp 0.92% 1.08%
Beta 0.85% 0.95%
Alpha 0.66% 1.39%

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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
Fund Manage 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 2.79 2.69
Large Cap 49.67 51.59
Mid Cap 46.6 22.21
Small Cap 0.91 23.51

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

HSBC Flexi Cap Fund - Regular Growth

Others 2.79 2.69
Telecom - Services 9.04 2.65
Construction 3.01 3.08
Healthcare Services 1.69 1.42
Industrial Products 10.61 2.41
Banks 2.69 14.12
Automobiles 5.9 2.89
Capital Markets 2.31 3.61
Finance 14.14 5.78
IT - Software 18.68 10.94
Consumer Durables 9.56 3.04
Retailing 14.89 4.36
Auto Components 4.66 2.75
Petroleum Products - 2.87
Electrical Equipment - 4.44
Diversified FMCG - 2.42
Insurance - 0.77
Pharmaceuticals & Biotechnology - 4.36
Aerospace & Defense - 2.41
Chemicals & Petrochemicals - 1.4
Realty - 1.31
Personal Products - 1.34
Power - 2.47
Beverages - 2.25
Gas - 1.22
Ferrous Metals - 1.76
Oil - 0.91
Cement & Cement Products - 2.06
Financial Technology (Fintech) - 1.28
Industrial Manufacturing - 2.23
Fertilizers & Agrochemicals - 1.42
Textiles & Apparels - 0.77
Leisure Services - 0.93
Transport Infrastructure - 0.79
Paper, Forest & Jute Products - 0.85

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