HSBC ELSS Tax saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) 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 Risk | Very High Risk |
Asset Size (Cr) | ₹3876 Cr | ₹3977 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 | -10.77% | -5.35% |
6 Month | -14.06% | -10.82% |
1 Year | 9.22% | 12.03% |
3 Year | 19.28% | 15.84% |
5 Year | 17.59% | 16.05% |
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 | - | - |
1 Year | -15.14% | -9.7% |
3 Year | 20.04% | 16.04% |
5 Year | 20.88% | 17.15% |
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 | 16.36% | 14.01% |
3 Year | 15.34% | 14.15% |
5 Year | 13.44% | 13.19% |
Risk Management
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 17.012% | 14.547% |
Sharp | 0.847% | 0.695% |
Beta | 0.999% | 0.964% |
Alpha | 6.603% | 2.596% |
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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 |
Fund Manage | 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 | 0.53 | 1.27 |
Large Cap | 29.31 | 47.77 |
Mid Cap | 40.29 | 24.54 |
Small Cap | 29.88 | 26.42 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 0.53 | 1.27 |
Banks | 5.32 | 13.82 |
Electrical Equipment | 19.57 | 10.14 |
Aerospace & Defense | 7.24 | 2.16 |
Chemicals & Petrochemicals | 4.32 | 1.51 |
Finance | 5.3 | 6.11 |
Realty | 6.96 | 1.66 |
Consumer Durables | 8.81 | 5.72 |
Healthcare Services | 2.7 | 2.4 |
IT - Software | 3.15 | 9.25 |
Industrial Products | 4.24 | 2.64 |
Industrial Manufacturing | 5.65 | 1.8 |
Pharmaceuticals & Biotechnology | 2.94 | 3.53 |
Capital Markets | 6.83 | 2.55 |
Retailing | 13.79 | 5.36 |
Auto Components | 2.66 | 3.61 |
Petroleum Products | - | 2.68 |
Food Products | - | 1.08 |
Construction | - | 4.13 |
Personal Products | - | 0.84 |
Leisure Services | - | 2.78 |
Automobiles | - | 3.03 |
Agricultural Food & other Products | - | 1.21 |
Power | - | 2.33 |
Oil | - | 0.97 |
Ferrous Metals | - | 1.99 |
Gas | - | 0.93 |
Household Products | - | 0.41 |
Telecom - Services | - | 1.72 |
Cement & Cement Products | - | 1.04 |
Textiles & Apparels | - | 1.33 |
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