Motilal Oswal Flexi Cap Fund Regular Plan vs HSBC Flexi Cap Fund compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Fund | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹13554 Cr | ₹5049 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 28 Apr 2014 | 24 Feb 2004 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 90% | 27% |
| Expense Ratio | 1.72 | 1.93 |
| Manager | Rakesh Shetty | Venugopal Manghat |
| ISIN Code | INF247L01478 | INF336L01AF5 |
| Exits Load | Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Flexi Cap 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 Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.07% | 1.75% |
| 6 Month | 8.69% | 9.55% |
| 1 Year | 2.15% | 3.92% |
| 3 Year | 22.36% | 20.7% |
| 5 Year | 19.09% | 20.91% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.48% | 2.99% |
| 1 Year | 10.24% | 14.63% |
| 3 Year | 22.37% | 18.57% |
| 5 Year | 19.19% | 17.72% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.31% | 14.77% |
| 3 Year | 13.5% | 13.32% |
| 5 Year | 12.14% | 14.1% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.80% | 13.97% |
| Sharp | 0.87% | 0.91% |
| Beta | 0.97% | 1.01% |
| Alpha | 4.70% | 3.32% |
Fund Managers
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Name | Rakesh Shetty | Venugopal Manghat |
| Total AUM | ₹33886 Cr | ₹41442 Cr |
| Funds Managed | 19 | 7 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 23.55 | 7.02 |
| Large Cap | 45.68 | 52.87 |
| Mid Cap | 29.48 | 18.31 |
| Small Cap | 1.3 | 21.8 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.8 | 1.85 |
| Communication Services | 2.86 | 3.12 |
| Industrials | 19.67 | 13.04 |
| Healthcare | 0 | 4.94 |
| Financial Services | 9.47 | 26.17 |
| Consumer Cyclical | 24.07 | 14.28 |
| Utilities | 5.5 | 2.09 |
| Technology | 32.63 | 14.06 |
| Energy | - | 4.08 |
| Consumer Defensive | - | 5.83 |
| Basic Materials | - | 8.66 |
| Real Estate | - | 1.87 |
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