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 Risk | Very High Risk |
Asset Size (Cr) | ₹11855 Cr | ₹4680 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 | -6.43% | -8.72% |
6 Month | -4.7% | -11.38% |
1 Year | 17.89% | 4.51% |
3 Year | 18.28% | 13.1% |
5 Year | 14.72% | 16.05% |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -1.13% | -12.03% |
3 Year | 22.51% | 15.01% |
5 Year | 18.89% | 17.09% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.33% | 15.75% |
3 Year | 13.03% | 12.91% |
5 Year | 11.59% | 13.75% |
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 | 0.92% | 1.08% |
Beta | 0.85% | 0.95% |
Alpha | 0.66% | 1.39% |
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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 |
Fund Manage | 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 | 2.79 | 1.13 |
Large Cap | 49.67 | 50.96 |
Mid Cap | 46.6 | 24.76 |
Small Cap | 0.91 | 23.15 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 2.79 | 1.13 |
Telecom - Services | 9.04 | 2.59 |
Construction | 3.01 | 3.29 |
Healthcare Services | 1.69 | 1.36 |
Industrial Products | 10.61 | 2.4 |
Banks | 2.69 | 13.75 |
Automobiles | 5.9 | 2.88 |
Capital Markets | 2.31 | 3.69 |
Finance | 14.14 | 5.51 |
IT - Software | 18.68 | 11.24 |
Consumer Durables | 9.56 | 3.3 |
Retailing | 14.89 | 4.66 |
Auto Components | 4.66 | 2.66 |
Petroleum Products | - | 2.7 |
Electrical Equipment | - | 4.97 |
Diversified FMCG | - | 2.33 |
Insurance | - | 0.72 |
Pharmaceuticals & Biotechnology | - | 4.8 |
Aerospace & Defense | - | 2.64 |
Chemicals & Petrochemicals | - | 1.28 |
Realty | - | 2.26 |
Personal Products | - | 0.51 |
Power | - | 2.35 |
Beverages | - | 2.36 |
Gas | - | 1.11 |
Ferrous Metals | - | 1.81 |
Oil | - | 0.8 |
Cement & Cement Products | - | 2.09 |
Financial Technology (Fintech) | - | 1.43 |
Industrial Manufacturing | - | 2.79 |
Fertilizers & Agrochemicals | - | 1.3 |
Textiles & Apparels | - | 0.97 |
Leisure Services | - | 1.04 |
Transport Infrastructure | - | 0.81 |
Paper, Forest & Jute Products | - | 0.47 |
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