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) | ₹11855 Cr | ₹4680 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 | 0.68% | 3.45% |
6 Month | -8.27% | -5.07% |
1 Year | 11.31% | 5.76% |
3 Year | 26.79% | 23.83% |
5 Year | 22.1% | 24.43% |
SIP Return Analysis
Scheme Name | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 6.06% | 9.3% |
1 Year | 4.58% | 6.94% |
3 Year | 24.57% | 20.43% |
5 Year | 19.92% | 19.04% |
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 | 15.785% | 15.323% |
Sharp | 0.761% | 0.455% |
Beta | 0.889% | 1.003% |
Alpha | 6.046% | 0.255% |
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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 | 28.33 | 3.71 |
Large Cap | 40.58 | 51.36 |
Mid Cap | 27.53 | 22.21 |
Small Cap | 3.56 | 22.72 |
Sector Allocation
Scheme Name |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 23.34 | 2.43 |
Communication Services | 9.21 | 2.85 |
Industrials | 18.3 | 14.36 |
Healthcare | 1.75 | 6.32 |
Financial Services | 9.73 | 25.6 |
Consumer Cyclical | 17.23 | 12.05 |
Technology | 20.44 | 13.99 |
Energy | - | 4.88 |
Consumer Defensive | - | 4.92 |
Basic Materials | - | 8.29 |
Real Estate | - | 2.05 |
Utilities | - | 2.24 |
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