Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Invest Now

tortoise-icon HSBC Flexi Cap Fund - Regular Growth

Invest Now

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) ₹13727 Cr ₹5075 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 -2.65% -2.1%
6 Month 10.76% 13.57%
1 Year 7.43% 2.65%
3 Year 22.49% 18.65%
5 Year 19.28% 21.67%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
6 Month 3.68% 4.56%
1 Year 3.98% 5.28%
3 Year 22.61% 17.89%
5 Year 19.07% 17.39%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
1 Year 13.61% 15.03%
3 Year 13.36% 13.18%
5 Year 12.02% 14.01%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
Standard Deviation 15.71% 14.07%
Sharp 1.07% 0.93%
Beta 0.95% 0.99%
Alpha 7.24% 3.15%

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
Funds Managed 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 28.08 6.24
Large Cap 39.46 52.36
Mid Cap 30.4 19.13
Small Cap 2.05 22.27

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

HSBC Flexi Cap Fund - Regular Growth

Others 6.74 1.51
Communication Services 8.31 3.19
Industrials 20.55 14.51
Healthcare 1.82 4.83
Financial Services 9.39 27.84
Technology 30.71 11.87
Consumer Cyclical 16.57 13.9
Utilities 5.9 2.43
Energy - 4.37
Consumer Defensive - 5.05
Basic Materials - 8.39
Real Estate - 2.12

Top Comparisons

ICICI Prudential Multicap Fund - Growth ICICI Prudential Multicap Fund - Growth

3Y Returns20.03%

VS

HDFC Multi Cap Fund - Growth Option HDFC Multi Cap Fund - Growth Option

3Y Returns20.95%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns21.95%

VS

PGIM India Flexi Cap Fund - Regular Plan - Growth Option PGIM India Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns12.66%

Compare Now

Nippon India Aggressive Hybrid Fund - Regular - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth

3Y Returns15.29%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns12.82%

Compare Now

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns9.15%

VS

UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund - Regular Plan - Growth Option

3Y Returns7.27%

Compare Now
Add to Cart Successfully