- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
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) | ₹8447 Cr | ₹3873 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 | 1.73 | 1.91 |
| 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 | -5.01% | -6.12% |
| 6 Month | -16.53% | -18.59% |
| 1 Year | 9.06% | 1.81% |
| 3 Year | 21.72% | 14.23% |
| 5 Year | 21.92% | 18.17% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -15.52% | -16.41% |
| 1 Year | -21.44% | -27.26% |
| 3 Year | 18.39% | 11.1% |
| 5 Year | 20.99% | 14.84% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 31.85% | 21.03% |
| 3 Year | 25.93% | 19.46% |
| 5 Year | 25.61% | 21.66% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 16.577% | 16.811% |
| Sharp | 0.899% | 0.444% |
| Beta | 0.963% | 0.981% |
| Alpha | 7.354% | 1.122% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.04453 | 1.8533 |
| Large Cap | 35.62621 | 44.96934 |
| Mid Cap | 39.29277 | 40.28316 |
| Small Cap | 21.0365 | 12.89418 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.08029 | 1.8533 |
| Consumer Cyclical | 26.26815 | 16.84264 |
| Healthcare | 1.96424 | 7.5383 |
| Financial Services | 14.32655 | 22.59974 |
| Industrials | 29.59577 | 25.68278 |
| Basic Materials | 3.12144 | 1.64525 |
| Technology | 10.92175 | 16.65463 |
| Real Estate | 5.68074 | 2.11703 |
| Communication Services | 6.04108 | 1.52492 |
| Energy | - | 0.02286 |
| Utilities | - | 3.10601 |
| Consumer Defensive | - | 0.41252 |
Top Comparisons
ICICI Prudential Smallcap Fund - Growth
3Y Returns15.64%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns8.06%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns20.47%
Axis Growth Opportunities Fund - Regular Plan - Growth
3Y Returns13.33%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns6.27%
LIC MF GILT FUND-Growth
3Y Returns5.76%
ICICI Prudential Income Optimizer Fund (FOF) - Growth
3Y Returns11.09%
ICICI Prudential Income Optimizer Fund (FOF) - Growth
3Y Returns11.09%
