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) | ₹2637 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 | -1.95% | -0.58% |
6 Month | 9.98% | 7.92% |
1 Year | 13.91% | 0.48% |
3 Year | - | 13.64% |
5 Year | - | 17.59% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large Cap Fund - Regular (G) | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 3.8% | 3.58% |
1 Year | 11.41% | 2.95% |
3 Year | - | 12.71% |
5 Year | - | 13.19% |
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 | - | 12.62% |
Sharp | - | 0.64% |
Beta | - | 0.96% |
Alpha | - | -0.36% |
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 | 15.04 | 7.38 |
Large Cap | 78.31 | 84.16 |
Small Cap | 6.65 | 2.03 |
Mid Cap | - | 6.43 |
Sector Allocation
Scheme Name |
Motilal Oswal Large Cap Fund - Regular (G) |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 4.05 | 2.84 |
Energy | 8.71 | 4.77 |
Technology | 10.84 | 10.28 |
Industrials | 7.66 | 9.05 |
Financial Services | 33.98 | 34.85 |
Basic Materials | 5.09 | 3.79 |
Consumer Cyclical | 12.01 | 15.77 |
Healthcare | 1.42 | 6.72 |
Real Estate | 3.26 | - |
Consumer Defensive | 4.75 | 4.56 |
Communication Services | 5.02 | 3.73 |
Utilities | 3.21 | 3.63 |
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