Motilal Oswal Flexi Cap Fund Regular Plan vs HSBC Flexi Cap Fund compare

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tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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tortoise-icon HSBC Flexi Cap 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 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) ₹12024 Cr ₹4943 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 1.73 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 -11.14% -8.57%
6 Month 1.29% -5.25%
1 Year 28.11% 14.57%
3 Year 19.16% 14.47%
5 Year 16.15% 17.91%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
6 Month - -
1 Year 32.92% 14.77%
3 Year 34.78% 25.76%
5 Year 25.9% 23.59%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
1 Year 12.77% 15.55%
3 Year 12.81% 12.7%
5 Year 11.22% 13.61%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
Standard Deviation 12.18% 11.4%
Sharp 0.92% 1.08%
Beta 0.85% 0.95%
Alpha 0.66% 1.39%

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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
Fund Manage 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 2.79 1.13
Large Cap 49.67 50.96
Mid Cap 46.6 24.76
Small Cap 0.91 23.15

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

HSBC Flexi Cap Fund - Regular Growth

Others 2.79 1.13
Telecom - Services 9.04 2.59
Construction 3.01 3.29
Healthcare Services 1.69 1.36
Industrial Products 10.61 2.4
Banks 2.69 13.75
Automobiles 5.9 2.88
Capital Markets 2.31 3.69
Finance 14.14 5.51
IT - Software 18.68 11.24
Consumer Durables 9.56 3.3
Retailing 14.89 4.66
Auto Components 4.66 2.66
Petroleum Products - 2.7
Electrical Equipment - 4.97
Diversified FMCG - 2.33
Insurance - 0.72
Pharmaceuticals & Biotechnology - 4.8
Aerospace & Defense - 2.64
Chemicals & Petrochemicals - 1.28
Realty - 2.26
Personal Products - 0.51
Power - 2.35
Beverages - 2.36
Gas - 1.11
Ferrous Metals - 1.81
Oil - 0.8
Cement & Cement Products - 2.09
Financial Technology (Fintech) - 1.43
Industrial Manufacturing - 2.79
Fertilizers & Agrochemicals - 1.3
Textiles & Apparels - 0.97
Leisure Services - 1.04
Transport Infrastructure - 0.81
Paper, Forest & Jute Products - 0.47

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