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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 | 1.91 | 1.73 |
NAV | ₹25.37 | ₹31.44 |
Fund Started | 11 Mar 2019 | 27 Sep 2019 |
Fund Size | ₹4309.67 Cr | ₹9001.07 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
1.91
1.73
NAV
₹25.37
₹31.44
Fund Started
11 Mar 2019
27 Sep 2019
Fund Size
₹4309.67 Cr
₹9001.07 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 | 21.74% | 26.71% |
3 Year | 15.25% | 20.93% |
5 Year | 18.75% | 23.52% |
1 Year
21.74%
26.71%
3 Year
15.25%
20.93%
5 Year
18.75%
23.52%
Holding Analysis
Equity | 97.99% | 98.82% |
Cash | 2.01% | 1.18% |
Equity
97.99%
98.82%
Cash
2.01%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Zomato Ltd. | 4.79% |
Trent Ltd. | 4.54% |
Suzlon Energy Ltd. | 3.15% |
CG Power and Industrial Solutions Ltd. | 3.04% |
Transformers And Rectifiers India Ltd. | 3.03% |
GE Vernova T&D India Ltd. | 2.86% |
HDFC Asset Management Company Ltd. | 2.66% |
PB Fintech Ltd. | 2.58% |
BSE Ltd. | 2.47% |
JSW Energy Ltd. | 2.43% |
Name | Assets |
|---|---|
Zomato Ltd. | 6.91% |
Trent Ltd. | 6.63% |
Kalyan Jewellers India Ltd. | 4.88% |
Bharti Airtel Ltd. | 4.48% |
Coforge Ltd. | 3.77% |
Samvardhana Motherson International Ltd. | 3.46% |
Mankind Pharma Ltd. | 3.22% |
Premier Energies Ltd. | 3.18% |
Prestige Estates Projects Ltd. | 3.16% |
Amber Enterprises India Ltd. | 3.06% |
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
