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) | ₹11855 Cr | ₹4680 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 | -2.7% | -4.5% |
6 Month | -10.61% | -15.68% |
1 Year | 14.13% | 2.03% |
3 Year | 20.5% | 14.45% |
5 Year | 17.05% | 18.71% |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | -10.59% | -12.88% |
1 Year | -11.39% | -20.72% |
3 Year | 20.14% | 12.61% |
5 Year | 17.49% | 15.4% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.33% | 15.75% |
3 Year | 13.03% | 12.91% |
5 Year | 11.59% | 13.75% |
Risk Management
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.785% | 15.323% |
Sharp | 0.761% | 0.455% |
Beta | 0.889% | 1.003% |
Alpha | 6.046% | 0.255% |
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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 | 28.33074 | 3.7128 |
Large Cap | 40.58157 | 51.35685 |
Mid Cap | 27.53048 | 22.21421 |
Small Cap | 3.5572 | 22.71618 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 23.33687 | 2.43369 |
Communication Services | 9.21042 | 2.85417 |
Industrials | 18.30014 | 14.36144 |
Healthcare | 1.75103 | 6.31986 |
Financial Services | 9.73057 | 25.59933 |
Consumer Cyclical | 17.226 | 12.05263 |
Technology | 20.44496 | 13.9897 |
Energy | - | 4.88246 |
Consumer Defensive | - | 4.91952 |
Basic Materials | - | 8.29306 |
Real Estate | - | 2.05073 |
Utilities | - | 2.24345 |
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