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)	₹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

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
1 Month	-3.23%	-6.58%
6 Month	24.16%	10.45%
1 Year	57.57%	40.85%
3 Year	31.77%	21.43%
5 Year	31.41%	23.64%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
6 Month	-	-
1 Year	50.71%	32.98%
3 Year	43.03%	33.96%
5 Year	39.38%	28.83%

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	10.12	0.95
Mid Cap	65.19	66.38
Large Cap	22.37	21.26
Small Cap	2.31	11.41

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Others	3.09	0.95
Energy	3.76	-
Healthcare	6.12	-
Capital Goods	7.41	-
Technology	13.79	-
Communication	10.65	-
Construction	8.26	0.2
Consumer Discretionary	11.42	-
Chemicals	3.17	-
Services	8.85	-
Financial	11.61	-
Automobile	11.86	-
Finance	-	4.49
IT - Services	-	0.19
Healthcare Services	-	2.24
Pharmaceuticals & Biotechnology	-	4.86
Electrical Equipment	-	19.32
IT - Software	-	4.07
Leisure Services	-	2.29
Paper, Forest & Jute Products	-	1.08
Aerospace & Defense	-	3.28
Realty	-	6.99
Chemicals & Petrochemicals	-	0.04
Capital Markets	-	7.86
Industrial Products	-	6.99
Power	-	6.19
Banks	-	2.25
Ferrous Metals	-	0.19
Consumer Durables	-	8.98
Industrial Manufacturing	-	1.55
Cigarettes & Tobacco Products	-	1.95
Auto Components	-	0.1
Telecom - Services	-	0.31
Retailing	-	9.12
Financial Technology (Fintech)	-	2.85
Automobiles	-	1.2
Cement & Cement Products	-	0.15
Beverages	-	0.31