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Motilal Oswal Midcap Fund vs HSBC Midcap Fund: 7-year CAGR and expense ratio compared; which fund delivered higher returns on Rs 10,000 monthly SIP?

Reported by: ET Now ·

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Motilal Oswal Financial Services

Summary

ET Now published a comparison of two midcap mutual funds, Motilal Oswal Midcap Fund and HSBC Midcap Fund, on seven-year CAGR and expense ratio, using a ₹10,000 monthly SIP. The headline does not give the return figures or the expense ratios for either fund. A SIP, or systematic investment plan, is a fixed amount put into a fund every month. CAGR is the compound annual growth rate, the average yearly growth over a period, here seven years. Expense ratio is the yearly fee a fund charges, shown as a percentage of the money invested. Midcap funds invest in mid-sized listed companies. The headline does not say which fund had the higher return.

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Learn: What is a SIP?

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ET Now  · via Google News · · Tone 0

Motilal Oswal Midcap Fund vs HSBC Midcap Fund: 7-year CAGR and expense ratio compared; which fund delivered higher returns on Rs 10,000 monthly SIP?

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Key terms

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  • SIP

    A SIP (systematic investment plan) puts a fixed amount into a mutual fund at regular intervals. Learn how it works, what rupee cost averaging means, and what a SIP can't promise.

    Learn: What is a SIP?

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