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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 | 1.89 | 1.7 |
NAV | ₹27.52 | ₹35.03 |
Fund Started | 11 Mar 2019 | 27 Sep 2019 |
Fund Size | ₹4416.95 Cr | ₹13777.98 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
1.89
1.7
NAV
₹27.52
₹35.03
Fund Started
11 Mar 2019
27 Sep 2019
Fund Size
₹4416.95 Cr
₹13777.98 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 | 3.07% | 7.42% |
3 Year | 19.80% | 27.50% |
5 Year | 21.43% | 28.53% |
1 Year
3.07%
7.42%
3 Year
19.80%
27.50%
5 Year
21.43%
28.53%
Holding Analysis
Equity | 98.70% | 98.97% |
Cash | 1.31% | -0.03% |
Equity
98.70%
98.97%
Cash
1.31%
-0.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 6.30% |
HDFC Bank Ltd. | 5.51% |
GE Vernova T&D India Ltd | 3.45% |
Bajaj Finance Ltd. | 3.20% |
Bharti Airtel Ltd. | 3.17% |
Max Healthcare Institute Ltd. | 3.11% |
Nippon Life India Asset Management Ltd. | 3.03% |
Coforge Ltd. | 2.92% |
CG Power and Industrial Solutions Ltd. | 2.76% |
Dixon Technologies (India) Ltd. | 2.47% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.88% |
Bharat Electronics Ltd. | 4.13% |
CG Power and Industrial Solutions Ltd. | 3.88% |
Waaree Energies Ltd. | 3.71% |
Bajaj Finance Ltd. | 3.62% |
PTC Industries Ltd. | 3.58% |
Amber Enterprises India Ltd. | 3.49% |
Muthoot Finance Ltd. | 3.45% |
Siemens Energy India Ltd. | 3.41% |
Samvardhana Motherson International Ltd. | 3.37% |
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 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