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 | Very High |
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 | 10.59% | 7.95% |
6 Month | -14.41% | -16.14% |
1 Year | 13.83% | 8.66% |
3 Year | 24.29% | 15.49% |
5 Year | 29.69% | 25.05% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | -9.92% | -10.78% |
1 Year | -9.86% | -17.04% |
3 Year | 23.23% | 15.78% |
5 Year | 23.63% | 17.46% |
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% | 16.811% |
Sharp | 0.899% | 0.444% |
Beta | 0.963% | 0.981% |
Alpha | 7.354% | 1.122% |
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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 |
Funds Managed | 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 | 4.04 | 1.85 |
Large Cap | 35.63 | 44.97 |
Mid Cap | 39.29 | 40.28 |
Small Cap | 21.04 | 12.89 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 2.08 | 1.85 |
Consumer Cyclical | 26.27 | 16.84 |
Healthcare | 1.96 | 7.54 |
Financial Services | 14.33 | 22.6 |
Industrials | 29.6 | 25.68 |
Basic Materials | 3.12 | 1.65 |
Technology | 10.92 | 16.65 |
Real Estate | 5.68 | 2.12 |
Communication Services | 6.04 | 1.52 |
Energy | - | 0.02 |
Utilities | - | 3.11 |
Consumer Defensive | - | 0.41 |
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