- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC Midcap Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
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) | ₹33053 Cr | ₹12146 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.94% | -1.21% |
| 6 Month | 4.85% | 8.99% |
| 1 Year | 6.35% | 6.02% |
| 3 Year | 28.91% | 23.78% |
| 5 Year | 34.52% | 25.26% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.78% | 8.78% |
| 1 Year | 1.39% | 6.44% |
| 3 Year | 25.9% | 22.3% |
| 5 Year | 28.68% | 21.12% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.59% | 16.41% |
| 3 Year | 19.99% | 16.42% |
| 5 Year | 14.42% | 16.86% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 17.44% | 16.82% |
| Sharp | 1.21% | 0.99% |
| Beta | 0.87% | 0.94% |
| Alpha | 6.76% | -0.02% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 27.11 | 6.37 |
| Mid Cap | 58.35 | 65.44 |
| Large Cap | 14.54 | 14.73 |
| Small Cap | - | 13.46 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 16.63 | 2.5 |
| Healthcare | 4.49 | 10.81 |
| Technology | 33.7 | 10.61 |
| Consumer Cyclical | 17.65 | 16.63 |
| Industrials | 18.11 | 24.4 |
| Utilities | 0 | 0.81 |
| Real Estate | 2.83 | 0.59 |
| Communication Services | 3.99 | 1.7 |
| Financial Services | 2.61 | 25.76 |
| Basic Materials | 0 | 2.2 |
| Consumer Defensive | - | 3.98 |
Top Comparisons
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.86%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.56%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.5%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.5%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.28%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.28%
HDFC Money Market Fund - Growth Option
3Y Returns7.45%
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.06%
