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) | ₹4360 Cr | ₹4129 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 | 3.06% | 3.44% |
6 Month | -3.08% | 1.34% |
1 Year | 10.49% | 6.16% |
3 Year | 32.71% | 25.65% |
5 Year | 27.94% | 23.58% |
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 | 15.4% | 11.47% |
1 Year | 14.19% | 12.47% |
3 Year | 28.48% | 22.86% |
5 Year | 25.29% | 20.22% |
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 | 15.48% | 13.62% |
3 Year | 15.71% | 14.24% |
5 Year | 14.49% | 13.28% |
Risk Management
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 19.73% | 15.41% |
Sharp | 1.07% | 0.93% |
Beta | 1.13% | 0.98% |
Alpha | 8.89% | 3.81% |
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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 | 3.84 | 2.39 |
Mid Cap | 42.38 | 23.42 |
Large Cap | 26.25 | 48.17 |
Small Cap | 27.53 | 26.02 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 1.83 | 0.62 |
Healthcare | 2.01 | 5.83 |
Industrials | 30.18 | 18.01 |
Financial Services | 17.97 | 23.48 |
Basic Materials | 6.36 | 6.44 |
Technology | 12.09 | 12.24 |
Real Estate | 6.8 | 1.51 |
Consumer Cyclical | 22.76 | 19.36 |
Energy | - | 4.19 |
Consumer Defensive | - | 3.2 |
Utilities | - | 3.21 |
Communication Services | - | 1.91 |
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