HSBC Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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tortoise-icon HSBC Large & Mid 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 Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
Fund Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6840 Cr ₹3609 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 17 Oct 2019 03 Apr 2019
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY LARGE MIDCAP 250 TRI NIFTY LARGE MIDCAP 250 TRI
Turn Over 70% 68%
Expense Ratio 1.77 1.94
Manager Rakesh Shetty Cheenu Gupta
ISIN Code INF247L01965 INF336L01NY9
Exits Load Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Large & Midcap 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 Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Month 8.54% 5.19%
6 Month 17.64% 7.82%
1 Year 48.37% 39.19%
3 Year 28.33% 21.14%
5 Year 26.88% 22.03%

SIP Return Analysis

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year 46.9% 34.36%
3 Year 40.39% 31.65%
5 Year 33.72% 27.21%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Year 29.62% 20.37%
3 Year 25.95% 19.47%
5 Year 25.77% 21.86%

Risk Management

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 13.45% 13.09%
Sharp 1.28% 1.13%
Beta 0.92% 0.93%
Alpha 2.85% 0.54%

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Fund Managers

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
Name Rakesh Shetty Cheenu Gupta
Total AUM ₹33886 Cr ₹0 Cr
Fund Manage 19 9
Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

HSBC Large & Mid Cap Fund - Regular Growth

Others 5.38 3.52
Mid Cap 35.54 33.97
Small Cap 23.88 23.55
Large Cap 35.19 38.96

Sector Allocation

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

HSBC Large & Mid Cap Fund - Regular Growth

Others 1.5 2.06
Capital Goods 21.39 31.27
Healthcare 8.96 5.11
Financial 15.47 14.06
Chemicals 2.09 0.05
Services 21.51 12.34
Metals & Mining 1.86 0.66
Construction 9.44 11.81
Consumer Discretionary 7.77 3.81
Diversified 2.31 -
Communication 3.31 1.01
Technology 2.34 5.96
Automobile 2.04 4.66
Energy - 5.57
Consumer Staples - 1.63

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