HSBC Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
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 |
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