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 4.69% 2.06%
6 Month 14.08% 5.52%
1 Year 43.08% 30.68%
3 Year 23.03% 18.33%
5 Year 18.31% 20.11%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
6 Month - -
1 Year 39.68% 22.26%
3 Year 34.92% 26.78%
5 Year 25.84% 24.3%

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 2.71
Large Cap 49.67 59.05
Mid Cap 46.6 18.15
Small Cap 0.91 20.09

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

HSBC Flexi Cap Fund - Regular Growth

Others 2.79 1.22
Telecom - Services 9.04 -
Construction 3.01 6.3
Healthcare Services 1.69 -
Industrial Products 10.61 -
Banks 2.69 -
Automobiles 5.9 -
Capital Markets 2.31 -
Finance 14.14 -
IT - Software 18.68 -
Consumer Durables 9.56 -
Retailing 14.89 -
Auto Components 4.66 -
Energy - 7.73
Capital Goods - 11.13
Technology - 7.44
Materials - 3.71
Healthcare - 5.68
Services - 6.82
Consumer Staples - 8.51
Insurance - 1.08
Financial - 21.81
Automobile - 8.04
Metals & Mining - 3.45
Consumer Discretionary - 1.17
Diversified - 1.22
Communication - 2.75
Chemicals - 1.94

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