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) | ₹4506 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 | 3.34% | 2.53% |
6 Month | 4.32% | 6.47% |
1 Year | 7.6% | 3.76% |
3 Year | 30.35% | 24.23% |
5 Year | 26.86% | 22.67% |
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 | 14.18% | 9.54% |
1 Year | 12.98% | 10.34% |
3 Year | 27.2% | 21.28% |
5 Year | 24.6% | 19.25% |
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 | 19.14% | 14.68% |
Sharp | 1.25% | 1.20% |
Beta | 1.11% | 0.96% |
Alpha | 8.92% | 4.60% |
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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 | 7.01 | 3.61 |
Small Cap | 31.4 | 26.11 |
Mid Cap | 37.89 | 23.11 |
Large Cap | 23.7 | 47.17 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 0.81 | 1.19 |
Communication Services | 0.61 | 2.21 |
Healthcare | 3.27 | 5.18 |
Industrials | 35.64 | 17.01 |
Basic Materials | 5.55 | 5.83 |
Technology | 10.72 | 10.93 |
Financial Services | 20.78 | 25.06 |
Real Estate | 3.88 | 1.48 |
Consumer Cyclical | 18.73 | 20.22 |
Energy | - | 4.37 |
Consumer Defensive | - | 3.24 |
Utilities | - | 3.29 |
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