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) | ₹13679 Cr | ₹4975 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 | -3.44% | 0.7% |
6 Month | 7.5% | 12.29% |
1 Year | -5.19% | -3.84% |
3 Year | 21.24% | 20.29% |
5 Year | 18.86% | 20.96% |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | -0.28% | 1% |
1 Year | 3.54% | 6.78% |
3 Year | 20.89% | 16.57% |
5 Year | 18.32% | 16.7% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.31% | 14.77% |
3 Year | 13.5% | 13.32% |
5 Year | 12.14% | 14.1% |
Risk Management
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.65% | 14.21% |
Sharp | 0.94% | 0.80% |
Beta | 0.95% | 1.01% |
Alpha | 7.18% | 3.43% |
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 | 20.73 | 5.99 |
Large Cap | 46.87 | 52.41 |
Mid Cap | 31.04 | 19.19 |
Small Cap | 1.36 | 22.42 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 1.57 | 1.37 |
Communication Services | 2.9 | 3.1 |
Industrials | 20.77 | 14.65 |
Healthcare | 1.69 | 5.03 |
Financial Services | 9.8 | 27.75 |
Consumer Cyclical | 25.1 | 13.53 |
Utilities | 6.17 | 2.12 |
Technology | 32.01 | 11.71 |
Energy | - | 4.18 |
Consumer Defensive | - | 5.49 |
Basic Materials | - | 9.04 |
Real Estate | - | 2.03 |
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