HSBC Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
HSBC Large & Mid Cap Fund (Direct) and Motilal Oswal Large and Midcap Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Large & Mid Cap Fund schemes — see the best large & mid cap mutual funds for the full ranking.
Head to head
NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 22 Oct 2019 – 20 Aug 2026, limited by Motilal Oswal Large and Midcap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | HSBC Large & Mid Cap Fund | Motilal Oswal Large and Midcap Fund | Nifty Midcap 150 |
|---|---|---|---|
| 22 Oct 2019 | ₹100.00 | ₹100.00 | ₹100.00 |
| 17 May 2020 | ₹82.03 | ₹80.98 | ₹82.48 |
| 11 Dec 2020 | ₹118.70 | ₹115.02 | ₹128.44 |
| 07 Jul 2021 | ₹149.65 | ₹151.66 | ₹172.09 |
| 30 Jan 2022 | ₹164.08 | ₹168.92 | ₹187.40 |
| 26 Aug 2022 | ₹163.74 | ₹166.79 | ₹195.54 |
| 22 Mar 2023 | ₹160.29 | ₹172.86 | ₹189.02 |
| 16 Oct 2023 | ₹201.72 | ₹223.30 | ₹252.83 |
| 11 May 2024 | ₹246.70 | ₹277.59 | ₹307.11 |
| 05 Dec 2024 | ₹308.18 | ₹364.85 | ₹359.69 |
| 30 Jun 2025 | ₹291.77 | ₹367.46 | ₹366.54 |
| 24 Jan 2026 | ₹283.57 | ₹328.25 | ₹350.20 |
| 20 Aug 2026 | ₹330.92 | ₹399.82 | ₹389.88 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
HSBC Large & Mid Cap Fund and Motilal Oswal Large and Midcap Fund share 12% of their equity book by weight.
Shared holdings — HSBC Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
| Stock | HSBC Large & Mid Cap Fund | Motilal Oswal Large and Midcap Fund | |
|---|---|---|---|
| Billionbrains Garage Ventures Ltd. | 4.31% | 3.78% | 3.78% |
| CG Power & Industrial Solutions Ltd | 2.91% | 5.09% | 2.91% |
| Ather Energy Ltd. | 2.46% | 3.42% | 2.46% |
| GE T&D India Ltd | 3.07% | 1.77% | 1.77% |
| Multi Commodity Exchange Of India Ltd | 0.99% | 4.32% | 0.99% |
| Bharat Electronics Ltd | 0.04% | 3.24% | 0.04% |
| Titan Company Ltd | 0.01% | 3.13% | 0.01% |
| Shriram Transport Finance Company Ltd | 0.01% | 4.52% | 0.01% |
| Zomato Ltd | 0.01% | 5.11% | 0.01% |
9 shared of 80 / 29 positions. Weights are shown as a share of each fund's equity book.
| Metric | HSBC · Direct NAV ₹33.35 Very High risk ★★★☆☆ | Motilal Oswal · Direct NAV ₹40.88 Very High risk ★★★★☆ | Category median Large & Mid Cap Fund · 36 funds |
|---|---|---|---|
| +12.85%Best in row | +12.11% | +6.71% | |
| +20.20% | +24.23%Best in row | +16.28% | |
| +16.60% | +20.17%Best in row | +15.15% | |
| +17.75% | +22.50%Best in row | +15.33% | |
| +17.80% | +21.89%Best in row | — | |
| +20.96% | +26.93%Best in row | +17.48% | |
| +21.70% | +26.15%Best in row | +16.77% | |
| Risk | |||
| 17.60%Best in row | 19.12% | 14.81% | |
| 0.78 | 0.93Best in row | 0.61 | |
| 1.04 | 1.28Best in row | 0.82 | |
| -36.10%Best in row | -37.44% | -35.67% | |
| +2.51% | +5.14%Best in row | +0.30% | |
| 0.95 | 1.07 | 0.83 | |
| 100.3% | 117.6%Best in row | 84.1% | |
| 89.5%Best in row | 101.9% | 78.7% | |
| 1.45% | 0.93%Best in row | 1.07% | |
| ₹5,479Cr | ₹17,050Cr | ₹3,576Cr | |
| Up to 1.00% | 1.00% | — | |
| ₹5.00K | ₹500 | — | |
| 44% | 13% | 42% | |
| Cheenu Gupta · 3.7y | Rakesh Shetty | — | |
| 04 Apr 2019 | 22 Oct 2019 | — | |
| 80 | 29 | — | |
| 35.7% | 43.8% | — | |
| 4.4% | 1.3% | — | |
5 rows carry the same value for every fund — show
- 10Y return (CAGR)
- —
- 10Y rolling avg
- —
- Benchmark
- Nifty Midcap 150
- Lock-in
- None
- Min SIP
- ₹500
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — HSBC Large & Mid Cap Fund or Motilal Oswal Large and Midcap Fund?
Over the last 3 years, Motilal Oswal Large and Midcap Fund returned +24.23% CAGR against HSBC Large & Mid Cap Fund's +20.20%, computed from AMFI NAV history. Over 5 years: HSBC Large & Mid Cap Fund +16.60% vs Motilal Oswal Large and Midcap Fund +20.17% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — HSBC Large & Mid Cap Fund or Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund has the lower expense ratio: HSBC Large & Mid Cap Fund charges 1.45% a year against Motilal Oswal Large and Midcap Fund's 0.93%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — HSBC Large & Mid Cap Fund or Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund has shown higher volatility (+19.12% annualized vs HSBC Large & Mid Cap Fund's +17.60%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: HSBC Large & Mid Cap Fund -25.08% vs Motilal Oswal Large and Midcap Fund -26.06%.
Which fund manages more money — HSBC Large & Mid Cap Fund or Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund is the larger fund: HSBC Large & Mid Cap Fund manages ₹5,479Cr against Motilal Oswal Large and Midcap Fund's ₹17,050Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are HSBC Large & Mid Cap Fund and Motilal Oswal Large and Midcap Fund in the same category?
Yes — both are Large & Mid Cap Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.