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HSBC ELSS Tax saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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tortoise-icon Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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