Motilal Oswal Large Cap Fund vs HSBC Large Cap Fund compare
Motilal Oswal Large Cap Fund - Regular (G)
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large Cap Fund - Regular (G) | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Fund | Motilal Oswal Large Cap Fund - Regular (G) | HSBC Large Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2701 Cr | ₹1849 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 06 Feb 2024 | 10 Dec 2002 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | % | 63% |
Expense Ratio | 2.1 | 2.13 |
Manager | Ajay Khandelwal | Gautam Bhupal |
ISIN Code | INF247L01CB9 | INF336L01016 |
Exits Load | Motilal Oswal Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Large 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 Large Cap Fund - Regular (G) | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Month | 1.8% | 1.28% |
6 Month | 14.86% | 13.47% |
1 Year | 8.28% | -3.47% |
3 Year | - | 13.51% |
5 Year | - | 17.38% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large Cap Fund - Regular (G) | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 3.78% | 3.43% |
1 Year | 15.06% | 7.4% |
3 Year | - | 13.15% |
5 Year | - | 13.23% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large Cap Fund - Regular (G) | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 22.09% | 15.34% |
3 Year | - | 12.6% |
5 Year | - | 12.44% |
Risk Management
Scheme Name | Motilal Oswal Large Cap Fund - Regular (G) | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 12.61% |
Sharp | - | 0.53% |
Beta | - | 0.96% |
Alpha | - | - |
Fund Managers
Scheme Name | Motilal Oswal Large Cap Fund - Regular (G) | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Name | Ajay Khandelwal | Gautam Bhupal |
Total AUM | ₹0 Cr | ₹25949 Cr |
Funds Managed | 4 | 13 |
Motilal Oswal Large Cap Fund - Regular (G) | HSBC Large Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Large Cap Fund - Regular (G) |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 15 | 9.57 |
Large Cap | 79.01 | 81.39 |
Small Cap | 5.99 | 2.3 |
Mid Cap | - | 6.75 |
Sector Allocation
Scheme Name |
Motilal Oswal Large Cap Fund - Regular (G) |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 2.29 | 6.15 |
Energy | 8.54 | 4.89 |
Technology | 10.63 | 9.06 |
Industrials | 8.05 | 9.43 |
Financial Services | 33.76 | 34.48 |
Basic Materials | 5.57 | 2.32 |
Consumer Cyclical | 12.61 | 14.99 |
Healthcare | 1.3 | 7.17 |
Real Estate | 3.07 | - |
Consumer Defensive | 4.6 | 4.98 |
Communication Services | 6.57 | 3.62 |
Utilities | 3.02 | 2.89 |
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