HSBC ELSS Tax saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Fund | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4402 Cr | ₹4251 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Jan 2015 | 27 Feb 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | 70% |
Expense Ratio | 1.82 | 1.89 |
Manager | Rakesh Shetty | Gautam Bhupal |
ISIN Code | INF247L01544 | INF677K01064 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Month | -5.24% | -2.96% |
6 Month | 15.02% | 12.25% |
1 Year | 1.1% | 1.67% |
3 Year | 23.97% | 18.82% |
5 Year | 25.44% | 20.62% |
SIP Return Analysis
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 7.48% | 4.88% |
1 Year | 2.24% | 2.75% |
3 Year | 22.05% | 17.55% |
5 Year | 21.59% | 17% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 14.95% | 13.26% |
3 Year | 16.05% | 14.33% |
5 Year | 14.81% | 13.37% |
Risk Management
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 18.64% | 14.03% |
Sharp | 1.03% | 0.97% |
Beta | 1.12% | 0.95% |
Alpha | 8.82% | 4.68% |
Fund Managers
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Name | Rakesh Shetty | Gautam Bhupal |
Total AUM | ₹33886 Cr | ₹25949 Cr |
Funds Managed | 19 | 13 |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 7.44 | 3.03 |
Small Cap | 34.39 | 26.66 |
Mid Cap | 41.11 | 23.19 |
Large Cap | 17.06 | 47.12 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 1.71 | 1.06 |
Communication Services | 1.57 | 2.16 |
Healthcare | 3.01 | 5.43 |
Industrials | 31.5 | 17.07 |
Basic Materials | 5.89 | 5.85 |
Technology | 11.38 | 10.45 |
Financial Services | 22.55 | 24.72 |
Consumer Cyclical | 17.85 | 21.11 |
Real Estate | 4.55 | 1.5 |
Energy | - | 4.21 |
Consumer Defensive | - | 3.4 |
Utilities | - | 3.04 |
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