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Motilal Oswal Large and Midcap Fund vs HSBC Large & Mid Cap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15055 Cr | ₹4658 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 17 Oct 2019 | 03 Apr 2019 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 70% | 68% |
| Expense Ratio | 1.73 | 1.91 |
| Manager | Rakesh Shetty | Cheenu Gupta |
| ISIN Code | INF247L01965 | INF336L01NY9 |
| Exits Load | Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Large & Midcap 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 Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -8.86% | -5.5% |
| 6 Month | -11.15% | -3.23% |
| 1 Year | -0.46% | 2.25% |
| 3 Year | 21.63% | 18.79% |
| 5 Year | 20% | 15.96% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -10.17% | -5.04% |
| 1 Year | -11.03% | -0.22% |
| 3 Year | 11.54% | 10.97% |
| 5 Year | 16.74% | 13.92% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 23.39% | 15.74% |
| 3 Year | 26.03% | 19.63% |
| 5 Year | 27.47% | 22.15% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.45% | 13.09% |
| Sharp | 0.98% | 0.91% |
| Beta | 1.16% | 1.01% |
| Alpha | 3.1% | 1.04% |
Fund Managers
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Rakesh Shetty | Cheenu Gupta |
| Total AUM | ₹33886 Cr | ₹0 Cr |
| Funds Managed | 19 | 9 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 21.7 | 21.89 |
| Mid Cap | 37.46 | 27.53 |
| Large Cap | 24.96 | 35.68 |
| Small Cap | 15.88 | 14.91 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.17 | 1.41 |
| Healthcare | 3.41 | 7.26 |
| Industrials | 27.89 | 17.59 |
| Financial Services | 29.21 | 37.52 |
| Basic Materials | 2.88 | 0.6 |
| Technology | 10.55 | 8.62 |
| Consumer Cyclical | 21.8 | 20.03 |
| Utilities | 0 | 0.07 |
| Real Estate | 3.1 | - |
| Energy | - | 1.55 |
| Consumer Defensive | - | 1.39 |
| Communication Services | - | 3.96 |
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