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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) ₹4402 Cr ₹4251 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 -5.24% -2.96%
6 Month 15.02% 12.25%
1 Year 1.1% 1.67%
3 Year 23.97% 18.82%
5 Year 25.44% 20.62%

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 7.48% 4.88%
1 Year 2.24% 2.75%
3 Year 22.05% 17.55%
5 Year 21.59% 17%

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 18.64% 14.03%
Sharp 1.03% 0.97%
Beta 1.12% 0.95%
Alpha 8.82% 4.68%

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 7.44 3.03
Small Cap 34.39 26.66
Mid Cap 41.11 23.19
Large Cap 17.06 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 1.71 1.06
Communication Services 1.57 2.16
Healthcare 3.01 5.43
Industrials 31.5 17.07
Basic Materials 5.89 5.85
Technology 11.38 10.45
Financial Services 22.55 24.72
Consumer Cyclical 17.85 21.11
Real Estate 4.55 1.5
Energy - 4.21
Consumer Defensive - 3.4
Utilities - 3.04

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