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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) | ₹13679 Cr | ₹5075 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 | 5.02% | 2.83% |
| 6 Month | 18.27% | 20.38% |
| 1 Year | 3.01% | -1.56% |
| 3 Year | 22.54% | 19.9% |
| 5 Year | 19.7% | 21.07% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.94% | 4.07% |
| 1 Year | 12.99% | 11.02% |
| 3 Year | 24.49% | 18.5% |
| 5 Year | 20.12% | 17.56% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.61% | 15.03% |
| 3 Year | 13.36% | 13.18% |
| 5 Year | 12.02% | 14.01% |
Risk Management
| Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.65% | 14.21% |
| Sharp | 0.94% | 0.80% |
| Beta | 0.95% | 1.01% |
| Alpha | 7.18% | 3.43% |
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 | 20.73 | 5.99 |
| Large Cap | 46.87 | 52.41 |
| Mid Cap | 31.04 | 19.19 |
| Small Cap | 1.36 | 22.42 |
Sector Allocation
| Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.57 | 1.37 |
| Communication Services | 2.9 | 3.1 |
| Industrials | 20.77 | 14.65 |
| Healthcare | 1.69 | 5.03 |
| Financial Services | 9.8 | 27.75 |
| Consumer Cyclical | 25.1 | 13.53 |
| Utilities | 6.17 | 2.12 |
| Technology | 32.01 | 11.71 |
| Energy | - | 4.18 |
| Consumer Defensive | - | 5.49 |
| Basic Materials | - | 9.04 |
| Real Estate | - | 2.03 |
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