Motilal Oswal Flexi Cap Fund Regular Plan vs HSBC Flexi Cap Fund compare
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Fund | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹13554 Cr | ₹5049 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 28 Apr 2014 | 24 Feb 2004 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 90% | 27% |
| Expense Ratio | 1.72 | 1.93 |
| Manager | Rakesh Shetty | Venugopal Manghat |
| ISIN Code | INF247L01478 | INF336L01AF5 |
| Exits Load | Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Flexi Cap 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 Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.72% | 1.68% |
| 6 Month | 4.15% | 6.2% |
| 1 Year | 6.47% | 6.19% |
| 3 Year | 21.84% | 19.57% |
| 5 Year | 17.81% | 19.36% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.09% | 1.97% |
| 1 Year | 7.27% | 12.72% |
| 3 Year | 20.39% | 16.91% |
| 5 Year | 18% | 16.64% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13% | 14.66% |
| 3 Year | 13.6% | 13.49% |
| 5 Year | 12.22% | 14.13% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.89% | 13.99% |
| Sharp | 0.92% | 0.92% |
| Beta | 0.98% | 1.01% |
| Alpha | 5.26% | 3.40% |
Fund Managers
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Name | Rakesh Shetty | Venugopal Manghat |
| Total AUM | ₹33886 Cr | ₹41442 Cr |
| Funds Managed | 19 | 7 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 26.7 | 7.44 |
| Large Cap | 43.43 | 52.75 |
| Mid Cap | 28.48 | 18.02 |
| Small Cap | 1.4 | 21.79 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 10.72 | 3.08 |
| Communication Services | 3.01 | 3.06 |
| Industrials | 17.86 | 13.85 |
| Financial Services | 9.31 | 26.27 |
| Utilities | 4.45 | 3.04 |
| Technology | 30.04 | 13.36 |
| Consumer Cyclical | 24.62 | 13.4 |
| Energy | - | 3.9 |
| Consumer Defensive | - | 6.41 |
| Basic Materials | - | 6.87 |
| Healthcare | - | 4.93 |
| Real Estate | - | 1.84 |
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