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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 | 1.72 | 1.56 |
NAV | ₹391.37 | ₹102.83 |
Fund Started | 25 Jun 2004 | 03 Feb 2014 |
Fund Size | ₹11469.74 Cr | ₹33053.13 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
1.72
1.56
NAV
₹391.37
₹102.83
Fund Started
25 Jun 2004
03 Feb 2014
Fund Size
₹11469.74 Cr
₹33053.13 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 | 2.43% | 5.99% |
3 Year | 26.75% | 32.54% |
5 Year | 26.17% | 35.53% |
1 Year
2.43%
5.99%
3 Year
26.75%
32.54%
5 Year
26.17%
35.53%
Holding Analysis
Equity | 98.55% | 68.82% |
Cash | 1.48% | 31.18% |
Equity
98.55%
68.82%
Cash
1.48%
31.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 4.65% |
Max Healthcare Institute Ltd. | 4.27% |
Dixon Technologies (India) Ltd. | 3.90% |
Eternal Ltd. | 3.66% |
Jubilant FoodWorks Ltd. | 3.57% |
GE Vernova T&D India Ltd. | 3.50% |
Nippon Life India Asset Management Ltd. | 3.35% |
Trent Ltd. | 3.35% |
Godfrey Phillips India Ltd. | 2.84% |
Persistent Systems Ltd. | 2.82% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.74% |
Kalyan Jewellers India Ltd. | 8.02% |
Polycab India Ltd. | 4.93% |
Bharti Hexacom Ltd. | 4.06% |
Dixon Technologies (India) Ltd. | 4.04% |
Trent Ltd. | 3.98% |
One97 Communications Ltd. | 3.78% |
Max Healthcare Institute Ltd. | 3.69% |
Kei Industries Ltd. | 3.27% |
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 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