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) | ₹13023 Cr | ₹4940 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 | 5.57% | 3.91% |
6 Month | -3.05% | -0.08% |
1 Year | 11.01% | 3.96% |
3 Year | 28.14% | 24.84% |
5 Year | 21.56% | 23.65% |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 10.97% | 11.75% |
1 Year | 14.6% | 13.43% |
3 Year | 27.18% | 21.6% |
5 Year | 21.54% | 19.74% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.78% | 15.33% |
3 Year | 13.23% | 13.05% |
5 Year | 11.83% | 13.9% |
Risk Management
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.77% | 14.72% |
Sharp | 1.28% | 1.17% |
Beta | 0.91% | 1.00% |
Alpha | 7.33% | 3.02% |
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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 | 28.35 | 6.16 |
Large Cap | 39.75 | 52.92 |
Mid Cap | 29.82 | 18.66 |
Small Cap | 2.08 | 22.26 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 22.96 | 100 |
Communication Services | 8.52 | - |
Industrials | 18.22 | - |
Healthcare | 1.73 | - |
Financial Services | 8.53 | - |
Technology | 22.43 | - |
Consumer Cyclical | 17.08 | - |
Consumer Defensive | 0.54 | - |
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