Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs HSBC ELSS Tax saver Fund 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) | ₹4402 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 | -3.4% | -1.91% |
| 6 Month | 18.78% | 14.04% |
| 1 Year | - | 0.95% |
| 3 Year | 23.57% | 18.68% |
| 5 Year | 25.22% | 20.55% |
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 | 3.96% | 3.1% |
| 1 Year | 0.51% | 3.12% |
| 3 Year | 21.72% | 17.78% |
| 5 Year | 21.48% | 17.18% |
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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