Motilal Oswal Large and Midcap Fund vs HSBC Large & Mid Cap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹8447 Cr | ₹3873 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 17 Oct 2019 | 03 Apr 2019 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 70% | 68% |
Expense Ratio | 1.73 | 1.91 |
Manager | Rakesh Shetty | Cheenu Gupta |
ISIN Code | INF247L01965 | INF336L01NY9 |
Exits Load | Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Large & Midcap 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 Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | -10.7% | -8.5% |
6 Month | -11.4% | -15.11% |
1 Year | 11.29% | 7.68% |
3 Year | 20.05% | 14.4% |
5 Year | 19.8% | 16.14% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -10.31% | -14.41% |
3 Year | 21.71% | 15.27% |
5 Year | 23.25% | 17.75% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 31.85% | 21.03% |
3 Year | 25.93% | 19.46% |
5 Year | 25.61% | 21.66% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 16.577% | 15.618% |
Sharp | 0.899% | 0.613% |
Beta | 0.963% | 0.931% |
Alpha | 7.354% | 2.312% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Rakesh Shetty | Cheenu Gupta |
Total AUM | ₹33886 Cr | ₹0 Cr |
Fund Manage | 19 | 9 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.18 | 5.47 |
Large Cap | 33.94 | 38.58 |
Mid Cap | 44.19 | 41.74 |
Small Cap | 20.67 | 14.21 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.18 | 5.47 |
Retailing | 18.05 | 10.79 |
Banks | 3.04 | 6.56 |
Electrical Equipment | 18.96 | 17.12 |
Aerospace & Defense | 10.59 | 4.66 |
Chemicals & Petrochemicals | 2.82 | - |
Capital Markets | 6.59 | 9.22 |
Realty | 5.62 | 3.9 |
Consumer Durables | 9.93 | 6.97 |
Telecom - Services | 4.48 | 0.37 |
IT - Software | 3.77 | 7.87 |
Industrial Products | 2.74 | 3.01 |
Industrial Manufacturing | 3.37 | 4.04 |
Finance | 2.16 | 1.01 |
Pharmaceuticals & Biotechnology | 3.22 | 2.87 |
Auto Components | 3.46 | 0.02 |
Petroleum Products | - | 0.02 |
Construction | - | 0.63 |
Healthcare Services | - | 2.16 |
Leisure Services | - | 0.92 |
Paper, Forest & Jute Products | - | 0.77 |
Power | - | 3.74 |
Automobiles | - | 3.7 |
Beverages | - | 0.06 |
Personal Products | - | 0.31 |
Financial Technology (Fintech) | - | 3.16 |
Cement & Cement Products | - | 0.65 |
Top Comparisons
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns18.85%
Quant Flexi Cap Fund-Growth
3Y Returns16.47%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.3%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.02%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns11.65%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns12.95%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.98%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns8.11%