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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) | ₹12628 Cr | ₹4314 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 | 4.86% | 3.76% |
| 6 Month | 27.11% | 24.41% |
| 1 Year | 2.41% | -1.39% |
| 3 Year | 26.32% | 19.29% |
| 5 Year | 28.35% | 22.21% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 7.58% | 7.45% |
| 1 Year | 18.22% | 14.92% |
| 3 Year | 26.52% | 20.03% |
| 5 Year | 24.83% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 26.99% | 18.59% |
| 3 Year | 25.97% | 19.45% |
| 5 Year | 27.36% | 22.51% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 18.35% | 15.89% |
| Sharp | 1.00% | 0.75% |
| Beta | 1.09% | 0.98% |
| Alpha | 10.37% | 4.87% |
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 | 10.83 | 7.93 |
| Mid Cap | 38.91 | 38.25 |
| Large Cap | 28.29 | 43.35 |
| Small Cap | 21.97 | 10.48 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.93 | 1.21 |
| Healthcare | 2.99 | 9.77 |
| Industrials | 34.2 | 24.44 |
| Basic Materials | 2.19 | 1.09 |
| Technology | 12.75 | 8.74 |
| Financial Services | 18.33 | 28.58 |
| Utilities | 3.71 | 1.96 |
| Consumer Cyclical | 21.73 | 19.07 |
| Real Estate | 3.16 | 0.09 |
| Energy | - | 0.02 |
| Consumer Defensive | - | 1.76 |
| Communication Services | - | 3.26 |
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