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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 | 1.71 |
NAV | ₹26.69 | ₹32.72 |
Fund Started | 11 Mar 2019 | 27 Sep 2019 |
Fund Size | ₹4313.79 Cr | ₹12427.89 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
1.71
NAV
₹26.69
₹32.72
Fund Started
11 Mar 2019
27 Sep 2019
Fund Size
₹4313.79 Cr
₹12427.89 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 | -2.84% | 2.31% |
3 Year | 19.89% | 26.22% |
5 Year | 20.87% | 26.90% |
1 Year
-2.84%
2.31%
3 Year
19.89%
26.22%
5 Year
20.87%
26.90%
Holding Analysis
Equity | 98.80% | 99.19% |
Cash | 1.21% | 0.81% |
Equity
98.80%
99.19%
Cash
1.21%
0.81%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 6.10% |
HDFC Bank Ltd. | 5.99% |
GE Vernova T&D India Ltd. | 3.75% |
Max Healthcare Institute Ltd. | 3.56% |
ICICI Bank Ltd. | 3.28% |
Dixon Technologies (India) Ltd. | 3.26% |
Nippon Life India Asset Management Ltd. | 3.12% |
Bajaj Finance Ltd. | 2.89% |
Transformers And Rectifiers India Ltd. | 2.62% |
Bharti Airtel Ltd. | 2.60% |
Name | Assets |
|---|---|
Eternal Ltd. | 7.07% |
Bharat Electronics Ltd. | 4.52% |
CG Power and Industrial Solutions Ltd. | 3.84% |
Waaree Energies Ltd. | 3.73% |
Apar Industries Ltd. | 3.66% |
Cholamandalam Investment and Finance Company Ltd. | 3.61% |
Siemens Energy India Ltd. | 3.57% |
Amber Enterprises India Ltd. | 3.57% |
Multi Commodity Exchange Of India Ltd. | 3.55% |
Prestige Estates Projects Ltd. | 3.46% |
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
