HSBC Midcap Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
| 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) | ₹12583 Cr | ₹11420 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 02 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 | 1.69 | 1.73 |
| Manager | Rakesh Shetty | Venugopal Manghat |
| ISIN Code | INF247L01411 | INF917K01254 |
| Exits Load | Exit load of 1% if redeemed within 1 year./365 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 |
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.24% | 3.72% |
| 6 Month | 34.13% | 26.52% |
| 1 Year | 69.98% | 60.43% |
| 3 Year | 38.51% | 25.49% |
| 5 Year | 34.26% | 26.87% |
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 25.36% | 24.45% |
| 3 Year | 68.32% | 55.97% |
| 5 Year | 137.54% | 97.55% |
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 33.77% | 26.79% |
| 3 Year | 102.56% | 70.32% |
| 5 Year | 158.43% | 108.92% |
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.31% | 12.61% |
| Sharp | 1.86% | 1.33% |
| Beta | 0.83% | 0.82% |
| Alpha | 11.3% | 1.66% |
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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 |
| Fund Manage | 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 | 10.12 | 3.86 |
| Mid Cap | 65.19 | 62.9 |
| Large Cap | 22.37 | 15.51 |
| Small Cap | 2.31 | 17.73 |
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 3.09 | 1.21 |
| Energy | 3.76 | 4.85 |
| Healthcare | 6.12 | 8.04 |
| Capital Goods | 7.41 | 24.9 |
| Technology | 13.79 | 3.88 |
| Communication | 10.65 | 0.76 |
| Construction | 8.26 | 10.57 |
| Consumer Discretionary | 11.42 | 2.18 |
| Chemicals | 3.17 | 0.48 |
| Services | 8.85 | 13.3 |
| Financial | 11.61 | 14.88 |
| Automobile | 11.86 | 5.11 |
| Metals & Mining | - | 4.47 |
| Materials | - | 1.31 |
| Consumer Staples | - | 2.85 |
| Diversified | - | 1.21 |
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