Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Invest Now

tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

Invest Now

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 Risk Very High Risk
Asset Size (Cr) ₹8447 Cr ₹3873 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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Month -12.37% -10.12%
6 Month -9.32% -12.87%
1 Year 14.11% 8.86%
3 Year 20.27% 14.68%
5 Year 20.19% 16.29%

SIP Return Analysis

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year -10.45% -15.44%
3 Year 21.49% 14.82%
5 Year 22.83% 17.24%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Year 31.85% 21.03%
3 Year 25.93% 19.46%
5 Year 25.61% 21.66%

Risk Management

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 13.45% 13.09%
Sharp 1.28% 1.13%
Beta 0.92% 0.93%
Alpha 2.85% 0.54%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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
Fund Manage 19 9
Motilal Oswal Large and Midcap Fund - Regular Plan Growth HSBC Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

HSBC Large & Mid Cap Fund - Regular Growth

Others 1.18 5.47
Large Cap 33.94 38.58
Mid Cap 44.19 41.74
Small Cap 20.67 14.21

Sector Allocation

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

HSBC Large & Mid Cap Fund - Regular Growth

Others 1.18 5.47
Retailing 18.05 10.79
Banks 3.04 6.56
Electrical Equipment 18.96 17.12
Aerospace & Defense 10.59 4.66
Chemicals & Petrochemicals 2.82 -
Capital Markets 6.59 9.22
Realty 5.62 3.9
Consumer Durables 9.93 6.97
Telecom - Services 4.48 0.37
IT - Software 3.77 7.87
Industrial Products 2.74 3.01
Industrial Manufacturing 3.37 4.04
Finance 2.16 1.01
Pharmaceuticals & Biotechnology 3.22 2.87
Auto Components 3.46 0.02
Petroleum Products - 0.02
Construction - 0.63
Healthcare Services - 2.16
Leisure Services - 0.92
Paper, Forest & Jute Products - 0.77
Power - 3.74
Automobiles - 3.7
Beverages - 0.06
Personal Products - 0.31
Financial Technology (Fintech) - 3.16
Cement & Cement Products - 0.65

Top Comparisons

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns15.23%

VS

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns19.08%

Compare Now

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

3Y Returns17.01%

VS

Mirae Asset Equity allocator Fund Of Fund Regular Growth Mirae Asset Equity allocator Fund Of Fund Regular Growth

3Y Returns13.43%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns6.17%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns6.23%

Compare Now

Bajaj Finserv Large and Mid Cap Fund - Reg (G) Bajaj Finserv Large and Mid Cap Fund - Reg (G)

3Y Returns0%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns19.21%

Compare Now
Add to Cart Successfully