- 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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+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) | ₹34780 Cr | ₹11749 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 | 4.14% | 4.02% |
| 6 Month | 19.55% | 28.58% |
| 1 Year | -0.18% | -1.24% |
| 3 Year | 27.07% | 24.39% |
| 5 Year | 32.88% | 23.35% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 6.82% | 7.51% |
| 1 Year | 11.17% | 17.41% |
| 3 Year | 26.59% | 23.71% |
| 5 Year | 28.66% | 21.78% |
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 | 17.40% | 16.88% |
| Sharp | 1.11% | 0.91% |
| Beta | 0.86% | 0.97% |
| Alpha | 6.74% | 1.08% |
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 | 12.4 | 7.03 |
| Mid Cap | 63.22 | 63.52 |
| Large Cap | 24.39 | 15.83 |
| Small Cap | - | 13.61 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.61 | 1.04 |
| Healthcare | 3.21 | 11.24 |
| Technology | 37.96 | 11.22 |
| Industrials | 20.24 | 27.87 |
| Consumer Cyclical | 26.86 | 13.81 |
| Communication Services | 3.34 | 1.65 |
| Financial Services | 3.2 | 26.49 |
| Real Estate | 2.58 | 0.1 |
| Basic Materials | - | 1.05 |
| Utilities | - | 1.37 |
| Consumer Defensive | - | 4.17 |
Top Comparisons
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.51%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8.06%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.27%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.26%
Invesco India Midcap Fund - Growth Option
3Y Returns27.45%
Quant Mid Cap Fund-Growth
3Y Returns16.49%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.42%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.27%
