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Compare HSBC Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.94 | 1.77 |
NAV | ₹26.51 | ₹31.91 |
Fund Started | 11 Mar 2019 | 27 Sep 2019 |
Fund Size | ₹3608.53 Cr | ₹6840.21 Cr |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.94
1.77
NAV
₹26.51
₹31.91
Fund Started
11 Mar 2019
27 Sep 2019
Fund Size
₹3608.53 Cr
₹6840.21 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 37.12% | 45.34% |
3 Year | 18.41% | 23.35% |
5 Year | 20.60% | 24.80% |
1 Year
37.12%
45.34%
3 Year
18.41%
23.35%
5 Year
20.60%
24.80%
Holding Analysis
Equity | 96.40% | 98.73% |
Cash | 3.60% | -0.11% |
Equity
96.40%
98.73%
Cash
3.60%
-0.11%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 4.62% |
Zomato Ltd. | 4.46% |
Suzlon Energy Ltd. | 3.69% |
GE Vernova T&D India Ltd. | 3.21% |
Transformers And Rectifiers India Ltd. | 3.09% |
HDFC Asset Management Company Ltd. | 3.00% |
CG Power and Industrial Solutions Ltd. | 2.81% |
JSW Energy Ltd. | 2.78% |
Bharat Electronics Ltd. | 2.39% |
PB Fintech Ltd. | 2.30% |
Name | Assets |
|---|---|
Trent Ltd. | 6.25% |
Zomato Ltd. | 5.82% |
Kalyan Jewellers India Ltd. | 5.78% |
Samvardhana Motherson International Ltd. | 4.64% |
Suzlon Energy Ltd. | 4.12% |
Bharti Airtel Ltd. | 3.97% |
Prestige Estates Projects Ltd. | 3.95% |
Mankind Pharma Ltd. | 3.93% |
Inox Wind Ltd. | 3.89% |
Gujarat Fluorochemicals Ltd. | 3.84% |
Fund Manager
Name | Neelotpal Sahai | Ajay Khandelwal |
Start Date | 11 Mar 2019 | 16 Dec 2021 |
Name
Neelotpal Sahai
Ajay Khandelwal
Start Date
11 Mar 2019
16 Dec 2021
About Fund
Description | The scheme seeks long term capital growth through investments in both large cap and mid cap stocks. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 11 Mar 2019 | 27 Sep 2019 |
Description
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
11 Mar 2019
27 Sep 2019
