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HSBC Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
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) | ₹14870 Cr | ₹4613 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 | -0.06% | 0.56% |
| 6 Month | 8.19% | 8.88% |
| 1 Year | 12.56% | 7.39% |
| 3 Year | 27.6% | 20.91% |
| 5 Year | 26.23% | 20.36% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.3% | 2.48% |
| 1 Year | 18.74% | 15.15% |
| 3 Year | 24.18% | 17.87% |
| 5 Year | 23.56% | 17.43% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 24.75% | 16.61% |
| 3 Year | 26.13% | 19.52% |
| 5 Year | 28.07% | 22.34% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 18.32% | 15.66% |
| Sharp | 1.08% | 0.84% |
| Beta | 1.14% | 1.00% |
| Alpha | 6.11% | 1.09% |
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 |
| Funds Managed | 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 | 11.05 | 12.95 |
| Mid Cap | 39.56 | 35 |
| Large Cap | 27.14 | 37.68 |
| Small Cap | 22.25 | 14.36 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.67 | 3.79 |
| Healthcare | 3 | 8.73 |
| Industrials | 30.47 | 21.2 |
| Basic Materials | 2.59 | 0.22 |
| Technology | 14.57 | 10.75 |
| Consumer Cyclical | 21.89 | 19.43 |
| Financial Services | 20.87 | 30.25 |
| Utilities | 2.93 | 0.11 |
| Real Estate | 3.01 | 0 |
| Energy | - | 0.02 |
| Consumer Defensive | - | 1.56 |
| Communication Services | - | 3.93 |
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