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Compare HSBC Midcap Fund vs Motilal Oswal 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 | 1.73 | 1.62 |
NAV | ₹379.32 | ₹104.20 |
Fund Started | 25 Jun 2004 | 03 Feb 2014 |
Fund Size | ₹11767.99 Cr | ₹20055.68 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
1.73
1.62
NAV
₹379.32
₹104.20
Fund Started
25 Jun 2004
03 Feb 2014
Fund Size
₹11767.99 Cr
₹20055.68 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 | 40.08% | 56.76% |
3 Year | 21.20% | 31.90% |
5 Year | 23.45% | 31.38% |
1 Year
40.08%
56.76%
3 Year
21.20%
31.90%
5 Year
23.45%
31.38%
Holding Analysis
Equity | 98.43% | 97.60% |
Cash | 1.57% | 2.40% |
Equity
98.43%
97.60%
Cash
1.57%
2.40%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Suzlon Energy Ltd. | 5.14% |
CG Power and Industrial Solutions Ltd. | 4.32% |
Trent Ltd. | 3.85% |
Dixon Technologies (India) Ltd. | 3.64% |
JSW Energy Ltd. | 3.63% |
HDFC Asset Management Company Ltd. | 3.52% |
PB Fintech Ltd. | 3.40% |
Zomato Ltd. | 3.01% |
Cummins India Ltd. | 2.89% |
Godrej Properties Ltd. | 2.87% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.88% |
Kalyan Jewellers India Ltd. | 9.50% |
Polycab India Ltd. | 9.29% |
Persistent Systems Ltd. | 8.04% |
JIO Financial Services Ltd. | 8.04% |
Bajaj Auto Ltd. | 6.71% |
Tube Investments Of India Ltd. | 6.03% |
Mahindra & Mahindra Ltd. | 5.18% |
Voltas Ltd. | 4.11% |
Zomato Ltd. | 3.92% |
Fund Manager
Name | Sonal Gupta | Ajay Khandelwal |
Start Date | 01 Apr 2024 | 16 Dec 2021 |
Name
Sonal Gupta
Ajay Khandelwal
Start Date
01 Apr 2024
16 Dec 2021
About Fund
Description | The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 25 Jun 2004 | 03 Feb 2014 |
Description
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
25 Jun 2004
03 Feb 2014
