Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs HSBC ELSS Tax saver Fund compare

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tortoise-icon Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ₹500
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

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 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%

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 24.74% 21.52%
3 Year 56.99% 44.16%
5 Year 96.29% 75.85%

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 15.53% 13.62%
3 Year 15.09% 14.12%
5 Year 12.82% 13.1%

Risk Management

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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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 3.33 2.78
Large Cap 35.29 51.84
Mid Cap 39.8 22.53
Small Cap 21.58 22.85

Sector Allocation

Scheme Name

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

HSBC ELSS Tax saver Fund - Regular Growth

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

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