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) | ₹4377 Cr | ₹4021 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 | 0.48% | 0.54% |
6 Month | 20.43% | 15.33% |
1 Year | -5.38% | -1.3% |
3 Year | 26.41% | 20.57% |
5 Year | 25.64% | 20.19% |
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 | 3.15% | 2.86% |
1 Year | 14.05% | 13.24% |
3 Year | 22.6% | 18.76% |
5 Year | 21.81% | 17.59% |
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 | 14.55% | 13.09% |
3 Year | 16.29% | 14.4% |
5 Year | 15% | 13.43% |
Risk Management
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 18.88% | 14.05% |
Sharp | 0.95% | 0.88% |
Beta | 1.16% | 0.98% |
Alpha | 7.72% | 3.77% |
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 | 2.89 |
Small Cap | 35.33 | 26.36 |
Mid Cap | 44.66 | 22.96 |
Large Cap | 14.9 | 47.78 |
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 | 1.03 |
Communication Services | 1.59 | 2.19 |
Healthcare | 3.36 | 5.23 |
Industrials | 27.55 | 15.59 |
Basic Materials | 5.57 | 5.85 |
Technology | 17.71 | 12.33 |
Consumer Cyclical | 18.07 | 22.15 |
Financial Services | 18.72 | 23.57 |
Real Estate | 4.35 | 1.41 |
Consumer Defensive | 1.34 | 3.42 |
Energy | - | 4.23 |
Utilities | - | 2.99 |
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