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) | ₹4223 Cr | ₹4144 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 | 4.49% | 3.46% |
6 Month | 22.97% | 16.73% |
1 Year | -3.68% | -0.84% |
3 Year | 24.14% | 18.82% |
5 Year | 25.93% | 20.83% |
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 | 5.61% | 4.43% |
1 Year | 11.66% | 11.31% |
3 Year | 23.63% | 19.31% |
5 Year | 22.38% | 17.89% |
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 | 18.99% | 14.15% |
Sharp | 0.86% | 0.79% |
Beta | 1.15% | 0.96% |
Alpha | 8.02% | 4.23% |
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 | 5.11 | 3.03 |
Small Cap | 35.33 | 26.66 |
Mid Cap | 44.66 | 23.19 |
Large Cap | 14.9 | 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 | 1.75 | 1.06 |
Communication Services | 1.59 | 2.16 |
Healthcare | 3.36 | 5.43 |
Industrials | 31.75 | 17.07 |
Basic Materials | 5.57 | 5.85 |
Technology | 13.51 | 10.45 |
Consumer Cyclical | 18.07 | 21.11 |
Financial Services | 18.72 | 24.72 |
Real Estate | 4.35 | 1.5 |
Consumer Defensive | 1.34 | 3.4 |
Energy | - | 4.21 |
Utilities | - | 3.04 |
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