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Motilal Oswal Midcap Fund vs HSBC Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹34780 Cr | ₹11749 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 24 Feb 2014 | 09 Aug 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 120% | 19% |
| Expense Ratio | 1.58 | 1.71 |
| Manager | Rakesh Shetty | Venugopal Manghat |
| ISIN Code | INF247L01411 | INF917K01254 |
| Exits Load | Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Mid Cap Fund - Regular Plan - 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 Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | 4.47% | 4.33% |
| 6 Month | 19.39% | 27.38% |
| 1 Year | -0.23% | -0.47% |
| 3 Year | 27.18% | 24.49% |
| 5 Year | 33.07% | 23.51% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 6.82% | 7.51% |
| 1 Year | 11.17% | 17.41% |
| 3 Year | 26.59% | 23.71% |
| 5 Year | 28.66% | 21.78% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.59% | 16.41% |
| 3 Year | 19.99% | 16.42% |
| 5 Year | 14.42% | 16.86% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 17.40% | 16.88% |
| Sharp | 1.11% | 0.91% |
| Beta | 0.86% | 0.97% |
| Alpha | 6.74% | 1.08% |
Fund Managers
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Rakesh Shetty | Venugopal Manghat |
| Total AUM | ₹33886 Cr | ₹41442 Cr |
| Funds Managed | 19 | 7 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 12.4 | 8.9 |
| Mid Cap | 63.22 | 60.95 |
| Large Cap | 24.39 | 14.96 |
| Small Cap | - | 15.2 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.61 | 0.91 |
| Healthcare | 3.21 | 10.27 |
| Technology | 37.96 | 11.09 |
| Industrials | 20.24 | 27.91 |
| Consumer Cyclical | 26.86 | 13.18 |
| Communication Services | 3.34 | 1.6 |
| Financial Services | 3.2 | 27.38 |
| Real Estate | 2.58 | 0.1 |
| Basic Materials | - | 0.76 |
| Utilities | - | 1.36 |
| Consumer Defensive | - | 5.44 |
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