HSBC Midcap Fund vs Motilal Oswal Midcap Fund compare

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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tortoise-icon HSBC Midcap 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 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) ₹12583 Cr ₹11420 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 02 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 1.69 1.73
Manager Rakesh Shetty Venugopal Manghat
ISIN Code INF247L01411 INF917K01254
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option HSBC Midcap Fund - Regular Growth
1 Month 3.24% 3.72%
6 Month 34.13% 26.52%
1 Year 69.98% 60.43%
3 Year 38.51% 25.49%
5 Year 34.26% 26.87%

SIP Return Analysis

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option HSBC Midcap Fund - Regular Growth
6 Month - -
1 Year 25.36% 24.45%
3 Year 68.32% 55.97%
5 Year 137.54% 97.55%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option HSBC Midcap Fund - Regular Growth
1 Year 33.77% 26.79%
3 Year 102.56% 70.32%
5 Year 158.43% 108.92%

Risk Management

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%

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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
Fund Manage 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 10.12 3.86
Mid Cap 65.19 62.9
Large Cap 22.37 15.51
Small Cap 2.31 17.73

Sector Allocation

Scheme Name

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

HSBC Midcap Fund - Regular Growth

Others 3.09 1.21
Energy 3.76 4.85
Healthcare 6.12 8.04
Capital Goods 7.41 24.9
Technology 13.79 3.88
Communication 10.65 0.76
Construction 8.26 10.57
Consumer Discretionary 11.42 2.18
Chemicals 3.17 0.48
Services 8.85 13.3
Financial 11.61 14.88
Automobile 11.86 5.11
Metals & Mining - 4.47
Materials - 1.31
Consumer Staples - 2.85
Diversified - 1.21

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