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) | ₹4377 Cr | ₹4088 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 | -0.42% | 0.69% |
| 6 Month | 10.65% | 8.04% |
| 1 Year | -0.8% | 3.83% |
| 3 Year | 25.65% | 20.04% |
| 5 Year | 25.37% | 20.4% |
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 | 2.78% | 2.22% |
| 1 Year | 14.21% | 12.07% |
| 3 Year | 22.98% | 18.57% |
| 5 Year | 22.19% | 17.63% |
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 | 14.55% | 13.09% |
| 3 Year | 16.29% | 14.4% |
| 5 Year | 15% | 13.43% |
Risk Management
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 18.88% | 14.05% |
| Sharp | 0.95% | 0.88% |
| Beta | 1.16% | 0.98% |
| Alpha | 7.72% | 3.77% |
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 | 7.68 | 3.17 |
| Small Cap | 32.04 | 26.6 |
| Mid Cap | 44.91 | 23.29 |
| Large Cap | 15.36 | 46.94 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 4.33 | 0.9 |
| Communication Services | 1.94 | 2.15 |
| Healthcare | 3.35 | 5.08 |
| Industrials | 27.65 | 15.66 |
| Basic Materials | 5.74 | 5.96 |
| Technology | 17.92 | 13.04 |
| Consumer Cyclical | 18.61 | 21.93 |
| Financial Services | 15.97 | 23.46 |
| Real Estate | 3.72 | 1.44 |
| Consumer Defensive | 0.78 | 3.05 |
| Energy | - | 4.2 |
| Utilities | - | 3.12 |
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