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

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

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tortoise-icon 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) ₹13894 Cr ₹5169 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 3.16% 1.72%
6 Month 6.64% 5.87%
1 Year 9.71% 2.43%
3 Year 26.56% 22.86%
5 Year 20.49% 22.74%

SIP Return Analysis

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
6 Month 9.36% 9.93%
1 Year 11.45% 10.36%
3 Year 26.09% 20.6%
5 Year 20.9% 19.09%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
1 Year 13.78% 15.33%
3 Year 13.23% 13.05%
5 Year 11.83% 13.9%

Risk Management

Scheme Name Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option HSBC Flexi Cap Fund - Regular Growth
Standard Deviation 15.77% 14.72%
Sharp 1.28% 1.17%
Beta 0.91% 1.00%
Alpha 7.33% 3.02%

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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 31.92 6.16
Large Cap 38.78 52.92
Mid Cap 27.39 18.66
Small Cap 1.9 22.26

Sector Allocation

Scheme Name

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

HSBC Flexi Cap Fund - Regular Growth

Others 9.92 2.27
Communication Services 8.69 3.09
Industrials 20.13 14.3
Healthcare 1.84 4.98
Financial Services 8.11 27.84
Technology 29.47 11.45
Consumer Cyclical 16.61 13.53
Utilities 5.25 2.13
Consumer Defensive 0 5.36
Energy - 4.55
Basic Materials - 8.41
Real Estate - 2.1

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