HSBC Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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HSBC Large & Mid 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 Large and Midcap Fund - Regular Plan Growth	HSBC Large & Mid Cap Fund - Regular Growth
Fund	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	HSBC Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13778 Cr	₹4088 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	17 Oct 2019	03 Apr 2019
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	70%	68%
Expense Ratio	1.73	1.91
Manager	Rakesh Shetty	Cheenu Gupta
ISIN Code	INF247L01965	INF336L01NY9
Exits Load	Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Month	0.25%	0.45%
6 Month	19.85%	16.28%
1 Year	2.99%	-0.11%
3 Year	28.9%	21.28%
5 Year	28.54%	22.43%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	5.21%	5.03%
1 Year	22.43%	16.75%
3 Year	26.68%	19.56%
5 Year	25.06%	18.52%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	26.13%	17.43%
3 Year	26.08%	19.45%
5 Year	27.91%	22.42%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	18.33%	15.70%
Sharp	1.08%	0.85%
Beta	1.12%	0.98%
Alpha	10.04%	4.67%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	HSBC Large & Mid Cap Fund - Regular Growth
Name	Rakesh Shetty	Cheenu Gupta
Total AUM	₹33886 Cr	₹0 Cr
Funds Managed	19	9
	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	HSBC Large & Mid Cap Fund - Regular Growth

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	10.93	10.75
Mid Cap	39.3	36.52
Large Cap	27.98	41.49
Small Cap	21.79	11.24

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	1.03	1.6
Healthcare	2.88	9.07
Industrials	30.82	21.76
Basic Materials	2.45	0.75
Technology	14.28	11.92
Consumer Cyclical	22.91	18.35
Financial Services	19.51	29.05
Utilities	3.41	1.41
Real Estate	2.71	0.08
Energy	-	0.02
Consumer Defensive	-	2.11
Communication Services	-	3.89