HSBC Midcap Fund vs Motilal Oswal Midcap Fund compare

Overview

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Fund	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹20056 Cr	₹11768 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	24 Feb 2014	09 Aug 2004
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	BSE 150 MidCap Index
Turn Over	120%	19%
Expense Ratio	1.62	1.73
Manager	Rakesh Shetty	Venugopal Manghat
ISIN Code	INF247L01411	INF917K01254
Exits Load	Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
1 Month	-11.92%	-11.24%
6 Month	0.74%	-1.6%
1 Year	31.42%	21.78%
3 Year	28.2%	20.69%
5 Year	28.51%	20.98%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
6 Month	-	-
1 Year	21.54%	9.34%
3 Year	36.53%	28.41%
5 Year	36.06%	25.71%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
1 Year	17.56%	16.79%
3 Year	17.47%	15.6%
5 Year	13.2%	16.17%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Standard Deviation	13.31%	12.61%
Sharp	1.86%	1.33%
Beta	0.83%	0.82%
Alpha	11.3%	1.66%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Name	Rakesh Shetty	Venugopal Manghat
Total AUM	₹33886 Cr	₹41442 Cr
Fund Manage	19	7
	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Others	2.4	1.7
Mid Cap	71.9	67.03
Large Cap	23.85	18.48
Small Cap	1.86	12.79

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Others	2.4	1.7
Healthcare Services	3.81	2.8
Electrical Equipment	2.63	20.5
IT - Software	20.67	4.61
Automobiles	11.89	0.92
Capital Markets	1.78	11
Realty	2.4	6.6
Consumer Durables	15.71	10.2
Chemicals & Petrochemicals	3.46	0.03
Telecom - Services	0.59	0.05
Pharmaceuticals & Biotechnology	1.39	3.69
Industrial Products	9.29	6.1
Finance	8.04	1.2
Retailing	3.92	8.3
Auto Components	9.57	-
Financial Technology (Fintech)	2.46	3.74
IT - Services	-	0.04
Leisure Services	-	1.69
Paper, Forest & Jute Products	-	1.42
Aerospace & Defense	-	3.59
Power	-	4.95
Banks	-	2.36
Industrial Manufacturing	-	1.74
Cigarettes & Tobacco Products	-	1.63
Commercial Services & Supplies	-	0.51
Cement & Cement Products	-	0.14
Beverages	-	0.49