HSBC Midcap Fund vs Motilal Oswal Midcap Fund compare

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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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HSBC Midcap 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 Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Fund	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹30401 Cr	₹11470 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	24 Feb 2014	09 Aug 2004
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	BSE 150 MidCap Index
Turn Over	120%	19%
Expense Ratio	1.58	1.71
Manager	Rakesh Shetty	Venugopal Manghat
ISIN Code	INF247L01411	INF917K01254
Exits Load	Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
1 Month	5.53%	5.76%
6 Month	-7.8%	-4.72%
1 Year	10.02%	6.09%
3 Year	35.55%	28.55%
5 Year	36.9%	26.98%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
6 Month	10.63%	15.63%
1 Year	7.95%	14.49%
3 Year	30.14%	26.71%
5 Year	31.36%	23.65%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
1 Year	18.18%	16.68%
3 Year	19.42%	16.07%
5 Year	14.18%	16.64%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Standard Deviation	18.20%	17.21%
Sharp	1.26%	1.01%
Beta	0.86%	0.91%
Alpha	7.09%	0.47%

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Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Name	Rakesh Shetty	Venugopal Manghat
Total AUM	₹33886 Cr	₹41442 Cr
Funds Managed	19	7
	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Others	25.19	4.27
Mid Cap	65.75	64.4
Large Cap	9.05	17.57
Small Cap	-	13.76

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	HSBC Midcap Fund - Regular Growth
Others	25.19	1.51
Healthcare	4.44	12.43
Technology	29.87	10.13
Consumer Cyclical	16.01	20.17
Industrials	15.27	22.95
Utilities	0.24	1.64
Real Estate	2.81	0.58
Communication Services	4.06	1.89
Basic Materials	2	2.61
Financial Services	0.09	22.02
Consumer Defensive	-	4.08