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) | ₹4341 Cr | ₹4184 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 | -1.27% | -1.31% |
| 6 Month | -6.28% | -0.83% |
| 1 Year | -5.39% | 3.35% |
| 3 Year | 22.1% | 19.64% |
| 5 Year | 18.22% | 15.35% |
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 | -3.36% | -0.11% |
| 1 Year | 1.96% | 7.51% |
| 3 Year | 13.87% | 14.01% |
| 5 Year | 17.05% | 15.08% |
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 | 13.71% | 12.81% |
| 3 Year | 16.84% | 14.6% |
| 5 Year | 15.5% | 13.63% |
Risk Management
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.65% | 12.97% |
| Sharp | 0.87% | 0.97% |
| Beta | 1.22% | 0.99% |
| Alpha | 3.37% | 2.69% |
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 | 32.1 | 4.4 |
| Small Cap | 22.37 | 26.54 |
| Mid Cap | 37.09 | 22.6 |
| Large Cap | 8.44 | 46.47 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 3.03 | 1.46 |
| Communication Services | 0 | 2.35 |
| Healthcare | 3.54 | 5.26 |
| Industrials | 23.25 | 14.54 |
| Basic Materials | 8.31 | 5.48 |
| Technology | 10.56 | 13.11 |
| Financial Services | 28.84 | 24.69 |
| Consumer Cyclical | 16.56 | 21.23 |
| Consumer Defensive | 1.96 | 2.97 |
| Real Estate | 3.96 | 1.46 |
| Energy | - | 4.58 |
| Utilities | - | 2.86 |
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