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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) | ₹24488 Cr | ₹10753 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 | 1.63% | 5.01% |
| 6 Month | -12.12% | -8.69% |
| 1 Year | 10.77% | 4.75% |
| 3 Year | 35.19% | 27.19% |
| 5 Year | 36.55% | 27.01% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 6.6% | 11.72% |
| 1 Year | 1.44% | 6.7% |
| 3 Year | 27.88% | 24.32% |
| 5 Year | 30.19% | 22.36% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.18% | 16.68% |
| 3 Year | 19.42% | 16.07% |
| 5 Year | 14.18% | 16.64% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 18.728% | 17.037% |
| Sharp | 1.047% | 0.65% |
| Beta | 0.892% | 0.902% |
| Alpha | 7.885% | -0.791% |
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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 | 23.08 | 0.86 |
| Mid Cap | 69.66 | 66.65 |
| Large Cap | 7.25 | 20.03 |
| Small Cap | - | 12.46 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 23.08 | 0.86 |
| Healthcare | 5 | 8.52 |
| Technology | 34.02 | 15.4 |
| Consumer Cyclical | 16.09 | 14.07 |
| Industrials | 11.09 | 27.34 |
| Utilities | 2.06 | 4.66 |
| Real Estate | 2.8 | 4.66 |
| Communication Services | 3.44 | 0.06 |
| Basic Materials | 2.32 | 1.96 |
| Financial Services | 0.09 | 20.07 |
| Consumer Defensive | - | 2.39 |
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