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) | ₹4444 Cr | ₹4215 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 | -3.39% | -1.45% |
| 6 Month | -3.38% | 2.27% |
| 1 Year | -9.6% | -1.75% |
| 3 Year | 21.43% | 18.43% |
| 5 Year | 21.11% | 17.67% |
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 | -2.6% | 0.94% |
| 1 Year | 5.5% | 10.97% |
| 3 Year | 16.93% | 16.2% |
| 5 Year | 18.66% | 16.22% |
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 | 13.98% | 12.95% |
| 3 Year | 16.67% | 14.55% |
| 5 Year | 15.36% | 13.58% |
Risk Management
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 18.95% | 14.06% |
| Sharp | 0.85% | 0.85% |
| Beta | 1.19% | 0.99% |
| Alpha | 5.73% | 3.41% |
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 | 19.24 | 4.26 |
| Small Cap | 30.77 | 25.75 |
| Mid Cap | 40.6 | 22.92 |
| Large Cap | 9.39 | 47.07 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 1.63 | 1.65 |
| Communication Services | 0.38 | 2.28 |
| Healthcare | 2.75 | 5.08 |
| Industrials | 24.8 | 15.47 |
| Basic Materials | 7.23 | 5.55 |
| Technology | 16.32 | 13.32 |
| Financial Services | 23.59 | 24.01 |
| Consumer Cyclical | 17.27 | 20.73 |
| Consumer Defensive | 1.96 | 2.94 |
| Real Estate | 4.07 | 1.55 |
| Energy | - | 4.42 |
| Utilities | - | 3.01 |
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