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

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

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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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HSBC Flexi 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 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)	₹13862 Cr	₹5227 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	-5.79%	-4.41%
6 Month	-6.82%	-2.86%
1 Year	4.03%	7.24%
3 Year	21.77%	18.61%
5 Year	13.63%	15.82%

SIP Return Analysis

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	HSBC Flexi Cap Fund - Regular Growth
6 Month	-8.08%	-4.91%
1 Year	-10.18%	-2.45%
3 Year	11.59%	10.32%
5 Year	13.87%	13.3%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	HSBC Flexi Cap Fund - Regular Growth
1 Year	12.68%	14.4%
3 Year	13.71%	13.63%
5 Year	12.34%	14.22%

Risk Management

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	HSBC Flexi Cap Fund - Regular Growth
Standard Deviation	12.18%	11.4%
Sharp	0.96%	0.97%
Beta	1%	1.02%
Alpha	4.47%	2.37%

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	37.88	13.54
Large Cap	41.91	48.99
Mid Cap	18.14	17.49
Small Cap	2.08	19.97

Sector Allocation

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	HSBC Flexi Cap Fund - Regular Growth
Others	23.73	2.01
Communication Services	9.44	2.69
Energy	2.24	3.98
Consumer Cyclical	13.34	12.04
Industrials	15.89	13.88
Financial Services	12.91	30.29
Consumer Defensive	0.27	6.07
Technology	22.19	13.14
Basic Materials	-	6.22
Healthcare	-	5.17
Real Estate	-	1.64
Utilities	-	2.88

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