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

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)	₹3710 Cr	₹4259 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	05 Jan 2015	01 Jan 2013
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	70%	70%
Expense Ratio	1.84	1.91
Manager	Rakesh Shetty	Gautam Bhupal
ISIN Code	INF247L01544	INF677K01064
Exits Load	Nil/365	Nil/365

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
1 Month	6.73%	2.92%
6 Month	29.38%	26.88%
1 Year	63.68%	50.9%
3 Year	25.84%	21.03%
5 Year	25.84%	21.78%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	-	-
1 Year	24.74%	21.52%
3 Year	56.99%	44.16%
5 Year	96.29%	75.85%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
1 Year	25.72%	22.33%
3 Year	70.31%	56.95%
5 Year	108.16%	86.36%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation	13.65%	12.97%
Sharp	1.24%	1.02%
Beta	0.95%	0.93%
Alpha	4.45%	1.15%

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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

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
Large Cap	35.29	51.84
Mid Cap	39.8	22.53
Small Cap	21.58	22.85
Others	3.33	2.78

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
Retailing	14.2	-
Realty	8.41	-
Consumer Durables	7.33	-
Electrical Equipment	15.32	-
Aerospace & Defense	9.29	-
Industrial Manufacturing	5.82	-
Banks	8.53	-
Healthcare Services	3.22	-
IT - Software	2.77	-
Chemicals & Petrochemicals	2.73	-
Capital Markets	4.95	-
Others	3.33	0.76
Finance	7.03	-
Auto Components	2.39	-
Pharmaceuticals & Biotechnology	2.37	-
Telecom - Services	2.31	-
Financial	-	22.44
Energy	-	7.84
Construction	-	9.39
Capital Goods	-	19.87
Technology	-	7.59
Services	-	5.57
Consumer Discretionary	-	5.74
Metals & Mining	-	3.9
Communication	-	1.62
Healthcare	-	4.62
Automobile	-	6.11
Consumer Staples	-	2.67
Materials	-	1.25
Chemicals	-	0.63