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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 | 1.9 | 1.72 |
NAV | ₹26.86 | ₹34.02 |
Fund Started | 11 Mar 2019 | 27 Sep 2019 |
Fund Size | ₹4173.38 Cr | ₹10840.40 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
3.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.9
1.72
NAV
₹26.86
₹34.02
Fund Started
11 Mar 2019
27 Sep 2019
Fund Size
₹4173.38 Cr
₹10840.40 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 | 2.96% | 15.27% |
3 Year | 25.52% | 33.79% |
5 Year | 23.93% | 29.90% |
1 Year
2.96%
15.27%
3 Year
25.52%
33.79%
5 Year
23.93%
29.90%
Holding Analysis
Equity | 98.71% | 98.63% |
Cash | 1.30% | 1.38% |
Equity
98.71%
98.63%
Cash
1.30%
1.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.97% |
Eternal Ltd. | 4.88% |
Trent Ltd. | 4.26% |
GE Vernova T&D India Ltd. | 3.95% |
BSE Ltd. | 3.36% |
Max Healthcare Institute Ltd. | 3.32% |
ICICI Bank Ltd. | 3.31% |
Mahindra & Mahindra Ltd. | 3.19% |
Bharat Electronics Ltd. | 2.88% |
Bajaj Finance Ltd. | 2.86% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.16% |
Bharat Dynamics Ltd. | 5.03% |
Trent Ltd. | 4.67% |
Bharat Electronics Ltd. | 4.04% |
Suzlon Energy Ltd. | 3.96% |
Cholamandalam Investment and Finance Company Ltd. | 3.92% |
CG Power and Industrial Solutions Ltd. | 3.82% |
Waaree Energies Ltd. | 3.73% |
Samvardhana Motherson International Ltd. | 3.63% |
Apar Industries Ltd. | 3.56% |
Fund Manager
Name | Sonal Gupta | Ajay Khandelwal |
Start Date | 31 Dec 2023 | 16 Dec 2021 |
Name
Sonal Gupta
Ajay Khandelwal
Start Date
31 Dec 2023
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