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 01 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 22 Oct 2019 – 01 Oct 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.
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| Date | HSBC Large & Mid Cap Fund | Motilal Oswal Large and Midcap Fund | Nifty Midcap 150 TRI |
|---|---|---|---|
| 22 Oct 2019 | ₹100.00 | ₹100.00 | ₹100.00 |
| 20 May 2020 | ₹81.10 | ₹78.97 | ₹81.11 |
| 18 Dec 2020 | ₹121.24 | ₹117.77 | ₹132.54 |
| 17 Jul 2021 | ₹151.75 | ₹153.66 | ₹178.91 |
| 13 Feb 2022 | ₹165.32 | ₹169.38 | ₹191.75 |
| 13 Sep 2022 | ₹170.37 | ₹174.88 | ₹211.04 |
| 12 Apr 2023 | ₹164.81 | ₹175.99 | ₹202.22 |
| 09 Nov 2023 | ₹199.98 | ₹224.19 | ₹264.46 |
| 08 Jun 2024 | ₹264.74 | ₹295.35 | ₹348.92 |
| 05 Jan 2025 | ₹309.19 | ₹371.64 | ₹377.41 |
| 04 Aug 2025 | ₹287.27 | ₹358.20 | ₹377.61 |
| 04 Mar 2026 | ₹288.39 | ₹335.45 | ₹373.65 |
| 01 Oct 2026 | ₹314.47 | ₹385.99 | ₹386.54 |
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 →
- 67 stocks only in HSBC Large & Mid Cap Fund
- 13 stocks in both — 15.9% of each portfolio by weight
- 21 stocks only in Motilal Oswal Large and Midcap Fund
The more the circles overlap, the more the funds hold the same stocks.
HSBC Large & Mid Cap Fund and Motilal Oswal Large and Midcap Fund share 16% 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 | |
|---|---|---|---|
| Ather Energy Limited | 3.21% | 3.67% | 3.21% |
| GE Vernova T&D India Limited | 2.64% | 3.01% | 2.64% |
| CG Power And Industrial Solutions Ltd | 2.43% | 3.20% | 2.43% |
| APAR INDUSTRIES LTD | 2.12% | 4.15% | 2.12% |
| One 97 Communications Limited | 1.77% | 6.34% | 1.77% |
| Meesho Limited | 3.35% | 1.41% | 1.41% |
| Multi Commodity Exchange of India Ltd. | 1.02% | 4.81% | 1.02% |
| Bajaj Finance Limited | 0.90% | 2.38% | 0.90% |
| Billionbrains Garage Ventures Ltd. | 0.32% | 2.65% | 0.32% |
| Bharat Electronics Limited | 0.04% | 2.50% | 0.04% |
| Titan Company Limited | 0.01% | 3.13% | 0.01% |
| Eternal Limited | 0.01% | 5.53% | 0.01% |
| Shriram Finance Limited | 0.01% | 4.96% | 0.01% |
13 shared of 80 / 34 positions. Weights are shown as a share of each fund's equity book.
| Metric | HSBC · Direct NAV ₹31.69 Very High risk ★★★☆☆ | Motilal Oswal · Direct NAV ₹39.47 Very High risk ★★★★☆ | Category median Large & Mid Cap Fund · 36 funds |
|---|---|---|---|
| +7.29%Best in row | +5.56% | +0.71% | |
| +16.20% | +20.48%Best in row | +11.90% | |
| +13.72% | +18.20%Best in row | +11.51% | |
| +16.66% | +21.47% | +14.18% | |
| +14.95% | +19.50%Best in row | — | |
| +20.80% | +26.44%Best in row | +17.48% | |
| +21.28% | +25.54%Best in row | +16.67% | |
| Risk | |||
| 17.71%Best in row | 19.29% | 14.76% | |
| 0.55 | 0.72Best in row | 0.37 | |
| 0.73 | 0.99Best in row | 0.50 | |
| -36.10% | -37.44% | -35.67% | |
| +2.68% | +6.19%Best in row | -0.36% | |
| 0.95 | 1.06 | 0.84 | |
| 101.1% | 118.5%Best in row | 83.2% | |
| 90.5%Best in row | 99.0% | 80.1% | |
| 1.34% | 0.89%Best in row | 1.08% | |
| — | ₹17,050Cr | ₹4,373Cr | |
| Up to 1.00% | — | — | |
| ₹500 | ₹6.00K | — | |
| ₹5.00K | ₹500 | — | |
| 156% | 61% | 66% | |
| Cheenu Gupta | Aditya Khemani · 7y | — | |
| 04 Apr 2019 | 22 Oct 2019 | — | |
| 85 | 34 | — | |
| 37.0% | 45.4% | — | |
| 0.7% | 3.0% | — | |
4 rows carry the same value for every fund — show
- 10Y return (CAGR)
- —
- 10Y rolling avg
- —
- Benchmark
- Nifty Midcap 150 TRI
- Lock-in
- None
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 +20.48% CAGR against HSBC Large & Mid Cap Fund's +16.20%, computed from AMFI NAV history. Over 5 years: HSBC Large & Mid Cap Fund +13.72% vs Motilal Oswal Large and Midcap Fund +18.20% 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 1.34% a year against Motilal Oswal Large and Midcap Fund's 0.89%. 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 (+19.29% annualized vs HSBC Large & Mid Cap Fund's +17.71%), 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%.
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.