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Compare HSBC Focused Fund vs Motilal Oswal Flexi Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.11 | 1.7 |
NAV | ₹25.64 | ₹61.94 |
Fund Started | 01 Jul 2020 | 07 Apr 2014 |
Fund Size | ₹1708.01 Cr | ₹14312.44 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 365 days. |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.11
1.7
NAV
₹25.64
₹61.94
Fund Started
01 Jul 2020
07 Apr 2014
Fund Size
₹1708.01 Cr
₹14312.44 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 365 days.
Returns
1 Year | -1.74% | -2.90% |
3 Year | 15.49% | 21.15% |
5 Year | 15.28% | 16.73% |
1 Year
-1.74%
-2.90%
3 Year
15.49%
21.15%
5 Year
15.28%
16.73%
Holding Analysis
Equity | 94.51% | 89.28% |
Cash | 5.49% | 10.72% |
Equity
94.51%
89.28%
Cash
5.49%
10.72%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.25% |
ICICI Bank Ltd. | 8.66% |
Shriram Finance Ltd | 5.06% |
Infosys Ltd. | 4.77% |
GE Vernova T&D India Ltd | 4.45% |
Nippon Life India Asset Management Ltd. | 4.35% |
Kei Industries Ltd. | 4.13% |
Multi Commodity Exchange Of India Ltd. | 4.06% |
Eternal Ltd. | 3.72% |
TVS Motor Company Ltd. | 3.70% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 10.06% |
Eternal Ltd. | 8.88% |
Dixon Technologies (India) Ltd. | 8.66% |
Coforge Ltd. | 8.52% |
Kalyan Jewellers India Ltd. | 8.36% |
Polycab India Ltd. | 8.29% |
Trent Ltd. | 7.38% |
Cholamandalam Investment and Finance Company Ltd. | 6.96% |
CG Power and Industrial Solutions Ltd. | 6.17% |
Siemens Energy India Ltd. | 4.45% |
Fund Manager
Name | Sonal Gupta | Ajay Khandelwal |
Start Date | 28 Mar 2025 | 25 Jul 2025 |
Name
Sonal Gupta
Ajay Khandelwal
Start Date
28 Mar 2025
25 Jul 2025
About Fund
Description | The Scheme seeks long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization. | The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. |
Launch Date | 01 Jul 2020 | 07 Apr 2014 |
Description
The Scheme seeks long term capital growth through investments in a concentrated portfolio of equity & equity related instruments of up to 30 companies across market capitalization.
The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels.
Launch Date
01 Jul 2020
07 Apr 2014