Motilal Oswal Midcap Fund vs HSBC Midcap Fund: SEBI defines mid cap companies as the 101st to 250th companies by full market capitalisation, based on the list updated by AMFI (Association of Mutual Funds in India) every six months. At least 65 per cent of the portfolio must strictly remain in these mid cap stocks. The Association of Mutual Funds in India (AMFI) released its latest data for September on October 12. According to the data, the equity mutual funds saw a sharp rise in investor inflows despite substantial net outflows across the broader mutual fund industry during the month. Net inflows into equity-oriented mutual fund schemes surged 30.61 per cent month-on-month to Rs 38,306.55 crore, up from Rs 29,328.62 crore in the previous month (August).
However, the mutual fund industry reported overall net outflows of Rs 1,33,375.57 crore, against net inflows of Rs 41,353.60 crore in the preceding month.
Mid cap funds also witnessed higher investor participation, with net inflows rising to Rs 7,834.84 crore from Rs 6,989.40 crore, an increase of around 12.1 per cent. Let’s go through the top 2 funds from this category to compare their expense ratio and CAGR over 5 years. Check the fund’s latest NAV, AUM, Standard Deviation, Sharpe Ratio, and other significant fund details.
Mid Cap Mutual Fund: Top 2 schemes compared on low expense ratio and CAGR in 5 years
Motilal Oswal Midcap Fund – Direct Plan
- Launch Date: 24-Feb-2014
- Benchmark: NIFTY Midcap 150 TRI
- Fund rating: 4 stars (Value Research)
- AUM: Rs 40,208 Cr (As on 30-Sep-2026)
- NAV: Rs 111.1353 (As on 28-Oct-2026)
- Expense Ratio: 0.65% (As on 30-Sep-2026)
- CAGR 5 years: 18.41%
- Min. Investment: Rs 500
- Min. SIP Investment: Rs 500
- Standard Deviation: 21.20
- Sharpe Ratio: 0.61
- Beta: 0.99
HSBC Midcap Fund – Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: NIFTY Midcap 150 TRI
- Fund rating: 5 stars (Value Research)
- AUM: Rs 16,800 Cr (As on 30-Sep-2026)
- NAV: Rs 502.9783 (As on 28-Oct-2026)
- Expense Ratio: 0.53% (As on 30-Sep-2026)
- CAGR 5 years: 17.30%
- Min. Investment: Rs 5,000
- Min. SIP Investment: Rs 500
- Standard Deviation: 20.68
- Sharpe Ratio: 0.81
- Beta: 1.05
(Source: Fund fact sheet)
Motilal Oswal Midcap Fund vs HSBC Midcap Fund: Rs 10,000 monthly investment comparison
Motilal Oswal Midcap Fund: Rs 10,000 monthly SIP, a total investment of Rs 6,00,000, would have turned into an estimated Rs 8,72,742 in 5 years with 14.99% annualised returns.
HSBC Midcap Fund: Rs 10,000 monthly SIP, a total investment of Rs 6,00,000, would have turned into an estimated Rs 9,66,390 in 5 years with 19.15% annualised returns.
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)