- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC Midcap Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
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) | ₹24488 Cr | ₹10753 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 | 1.58 | 1.71 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.57% | 2.9% |
| 6 Month | -12.42% | -13.16% |
| 1 Year | 14.23% | 8.38% |
| 3 Year | 25.81% | 19.39% |
| 5 Year | 36.46% | 26.86% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | -9.14% | -6.29% |
| 1 Year | -14.46% | -15.58% |
| 3 Year | 24.32% | 19.03% |
| 5 Year | 28.81% | 19.76% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.45% | 17.31% |
| 3 Year | 18.47% | 15.78% |
| 5 Year | 13.83% | 16.4% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 18.728% | 17.037% |
| Sharp | 1.047% | 0.65% |
| Beta | 0.892% | 0.902% |
| Alpha | 7.885% | -0.791% |
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 Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Rakesh Shetty | Venugopal Manghat |
| Total AUM | ₹33886 Cr | ₹41442 Cr |
| Funds Managed | 19 | 7 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 23.08 | 0.86 |
| Mid Cap | 69.66 | 66.65 |
| Large Cap | 7.25 | 20.03 |
| Small Cap | - | 12.46 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 23.08 | 0.86 |
| Healthcare | 5 | 8.52 |
| Technology | 34.02 | 15.4 |
| Consumer Cyclical | 16.09 | 14.07 |
| Industrials | 11.09 | 27.34 |
| Utilities | 2.06 | 4.66 |
| Real Estate | 2.8 | 4.66 |
| Communication Services | 3.44 | 0.06 |
| Basic Materials | 2.32 | 1.96 |
| Financial Services | 0.09 | 20.07 |
| Consumer Defensive | - | 2.39 |
Top Comparisons
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns13.69%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns19.73%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns18.18%
LIC MF Money Market Fund Regular - Growth
3Y Returns0%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.14%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns8.34%
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns7.52%
