Products
Platform
Research
Market
Learn
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 | 1.71 | 1.54 |
NAV | ₹398.47 | ₹103.67 |
Fund Started | 25 Jun 2004 | 03 Feb 2014 |
Fund Size | ₹11937.34 Cr | ₹34748.89 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
1.71
1.54
NAV
₹398.47
₹103.67
Fund Started
25 Jun 2004
03 Feb 2014
Fund Size
₹11937.34 Cr
₹34748.89 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 | 2.56% | -1.64% |
3 Year | 24.65% | 26.08% |
5 Year | 23.47% | 32.94% |
1 Year
2.56%
-1.64%
3 Year
24.65%
26.08%
5 Year
23.47%
32.94%
Holding Analysis
Equity | 98.71% | 91.01% |
Cash | 1.30% | 2.15% |
Equity
98.71%
91.01%
Cash
1.30%
2.15%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 4.80% |
Max Healthcare Institute Ltd. | 4.07% |
Dixon Technologies (India) Ltd. | 3.85% |
GE Vernova T&D India Ltd | 3.70% |
Jubilant FoodWorks Ltd. | 3.60% |
Ashok Leyland Ltd. | 3.48% |
Kaynes Technology India Ltd. | 3.34% |
Coforge Ltd. | 3.22% |
SBI Cards And Payment Services Ltd. | 3.21% |
Nippon Life India Asset Management Ltd. | 3.20% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 9.57% |
Eternal Ltd. | 9.37% |
Coforge Ltd. | 9.04% |
Persistent Systems Ltd. | 8.33% |
One97 Communications Ltd. | 8.09% |
Kalyan Jewellers India Ltd. | 7.84% |
Trent Ltd. | 6.73% |
Polycab India Ltd. | 6.60% |
Kaynes Technology India Ltd. | 4.77% |
Kei Industries Ltd. | 4.68% |
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 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