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)	₹14319 Cr	₹5267 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	-0.93%	-1.48%
6 Month	3.6%	4.44%
1 Year	1.31%	1.68%
3 Year	21.59%	19%
5 Year	17.17%	18.86%

SIP Return Analysis

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	HSBC Flexi Cap Fund - Regular Growth
6 Month	-0.26%	0.34%
1 Year	8.57%	10.12%
3 Year	20.92%	16.38%
5 Year	18.57%	16.59%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	HSBC Flexi Cap Fund - Regular Growth
1 Year	12.93%	14.65%
3 Year	13.63%	13.54%
5 Year	12.25%	14.16%

Risk Management

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	HSBC Flexi Cap Fund - Regular Growth
Standard Deviation	15.89%	13.99%
Sharp	0.92%	0.92%
Beta	0.98%	1.01%
Alpha	5.26%	3.40%

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	26.7	8.23
Large Cap	43.43	50.63
Mid Cap	28.48	17.83
Small Cap	1.4	23.31

Sector Allocation

Scheme Name	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	HSBC Flexi Cap Fund - Regular Growth
Others	10.72	1.09
Communication Services	3.01	3.23
Industrials	17.86	15.13
Financial Services	9.31	28.01
Utilities	4.45	3.3
Technology	30.04	14.24
Consumer Cyclical	24.62	11.43
Energy	-	3.78
Consumer Defensive	-	6.03
Basic Materials	-	7.24
Healthcare	-	4.81
Real Estate	-	1.72

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