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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) | ₹14312 Cr | ₹5248 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 | -1.65% | 0.33% |
| 6 Month | -0.35% | 2.32% |
| 1 Year | -2.57% | 1.72% |
| 3 Year | 23.34% | 20.81% |
| 5 Year | 16.03% | 17.67% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -2.86% | -1.22% |
| 1 Year | 3.35% | 7.36% |
| 3 Year | 18.18% | 14.58% |
| 5 Year | 17.25% | 15.63% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.84% | 14.52% |
| 3 Year | 13.66% | 13.58% |
| 5 Year | 12.3% | 14.18% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.91% | 14.04% |
| Sharp | 0.90% | 0.85% |
| Beta | 1.00% | 1.02% |
| Alpha | 5.73% | 3.20% |
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 | 33.4 | 10.26 |
| Large Cap | 39.78 | 50.11 |
| Mid Cap | 25.38 | 17.46 |
| Small Cap | 1.45 | 22.17 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 18.45 | 2.05 |
| Communication Services | 8.85 | 2.92 |
| Industrials | 16.69 | 14.5 |
| Financial Services | 9.55 | 28.71 |
| Consumer Defensive | 0.5 | 5.95 |
| Utilities | 0 | 2.96 |
| Technology | 28.53 | 14.08 |
| Consumer Cyclical | 17.43 | 12.01 |
| Energy | - | 3.94 |
| Basic Materials | - | 6.52 |
| Healthcare | - | 4.77 |
| Real Estate | - | 1.59 |
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