Motilal Oswal Large and Midcap Fund vs HSBC Large & Mid Cap Fund compare

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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tortoise-icon HSBC Large & Mid 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 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 Very High
Asset Size (Cr) ₹4934 Cr ₹3382 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 01 Oct 2019 03 Mar 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 1.84 1.98
Manager Rakesh Shetty Cheenu Gupta
ISIN Code INF247L01965 INF336L01NY9
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Month 6.9% 2.89%
6 Month 28.28% 27.79%
1 Year 57% 51.36%
3 Year 26.25% 22.25%
5 Year - 23.86%

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 21.41% 21.63%
3 Year 54.76% 46.22%
5 Year 95.39% 83.08%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Year 29.29% 19.95%
3 Year 25.94% 19.45%
5 Year 25.68% 22.12%

Risk Management

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 13.45% 13.09%
Sharp 1.28% 1.13%
Beta 0.92% 0.93%
Alpha 2.85% 0.54%

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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 5.38 3.52
Mid Cap 35.54 33.97
Small Cap 23.88 23.55
Large Cap 35.19 38.96

Sector Allocation

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

HSBC Large & Mid Cap Fund - Regular Growth

Others 1.5 2.06
Capital Goods 21.39 31.27
Healthcare 8.96 5.11
Financial 15.47 14.06
Chemicals 2.09 0.05
Services 21.51 12.34
Metals & Mining 1.86 0.66
Construction 9.44 11.81
Consumer Discretionary 7.77 3.81
Diversified 2.31 -
Communication 3.31 1.01
Technology 2.34 5.96
Automobile 2.04 4.66
Energy - 5.57
Consumer Staples - 1.63

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