- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹13778 Cr | ₹4088 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 | 2.16% | 2.07% |
| 6 Month | 19.21% | 13.82% |
| 1 Year | 8.07% | 3.68% |
| 3 Year | 27.54% | 20.13% |
| 5 Year | 28.09% | 21.91% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.02% | 1.81% |
| 1 Year | 16.96% | 10.99% |
| 3 Year | 24.25% | 16.95% |
| 5 Year | 23.49% | 16.91% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 26.13% | 17.43% |
| 3 Year | 26.08% | 19.45% |
| 5 Year | 27.91% | 22.42% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 18.32% | 15.66% |
| Sharp | 1.08% | 0.84% |
| Beta | 1.14% | 1.00% |
| Alpha | 6.11% | 1.09% |
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 | 10.93 | 10.75 |
| Mid Cap | 39.3 | 36.52 |
| Large Cap | 27.98 | 41.49 |
| Small Cap | 21.79 | 11.24 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.03 | 1.6 |
| Healthcare | 2.88 | 9.07 |
| Industrials | 30.82 | 21.76 |
| Basic Materials | 2.45 | 0.75 |
| Technology | 14.28 | 11.92 |
| Consumer Cyclical | 22.91 | 18.35 |
| Financial Services | 19.51 | 29.05 |
| Utilities | 3.41 | 1.41 |
| Real Estate | 2.71 | 0.08 |
| Energy | - | 0.02 |
| Consumer Defensive | - | 2.11 |
| Communication Services | - | 3.89 |
Top Comparisons
Kotak Healthcare Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns20.32%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.34%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.38%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.46%
LIC MF Banking & PSU Fund-Regular Plan-Growth
3Y Returns7.46%
ITI Value Fund Regular - Growth
3Y Returns18.38%
ICICI Prudential Value Fund - Growth
3Y Returns21.21%
