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Motilal Oswal Large Cap Fund vs HSBC Large Cap Fund compare

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tortoise-icon Motilal Oswal Large Cap Fund - Regular (G)

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2942 Cr ₹1893 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 0.68% 1.61%
6 Month 5.5% 6.59%
1 Year 7.99% 0.32%
3 Year - 13.84%
5 Year - 14.74%

SIP Return Analysis

Scheme Name Motilal Oswal Large Cap Fund - Regular (G) HSBC Large Cap Fund - Regular Growth
6 Month 2.94% 3.83%
1 Year 15.21% 14.6%
3 Year - 13.1%
5 Year - 13.16%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Large Cap Fund - Regular (G) HSBC Large Cap Fund - Regular Growth
1 Year 19.43% 14.79%
3 Year - 12.73%
5 Year - 12.59%

Risk Management

Scheme Name Motilal Oswal Large Cap Fund - Regular (G) HSBC Large Cap Fund - Regular Growth
Standard Deviation - 12.13%
Sharp - 0.59%
Beta - 0.96%
Alpha - -0.11%

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 17.73 5.02
Large Cap 77.93 85.35
Small Cap 4.34 2.46
Mid Cap - 7.17

Sector Allocation

Scheme Name

Motilal Oswal Large Cap Fund - Regular (G)

HSBC Large Cap Fund - Regular Growth

Others 2.88 1.07
Energy 8.37 6.28
Technology 11.14 9.59
Industrials 7.53 11.1
Financial Services 37.15 34.54
Consumer Cyclical 11.25 15.83
Healthcare 1.26 6.94
Basic Materials 4.05 1.89
Real Estate 2.85 -
Consumer Defensive 3.85 7.17
Communication Services 6.54 3.8
Utilities 3.13 1.78

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