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HDFC ELSS Tax saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
HDFC ELSS Tax saver Fund - Growth Plan
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15413 Cr | ₹3876 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Apr 1996 | 21 Jan 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 36.4% | 70% |
| Expense Ratio | 1.7 | 1.82 |
| Manager | Dhruv Muchhal | Rakesh Shetty |
| ISIN Code | INF179K01BB8 | INF247L01544 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.48% | 2.95% |
| 6 Month | -0.83% | -13.5% |
| 1 Year | 16.61% | 11.05% |
| 3 Year | 21.92% | 22.39% |
| 5 Year | 28.84% | 27.11% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.07% | -6.34% |
| 1 Year | 3.96% | -13.84% |
| 3 Year | 22.35% | 21.39% |
| 5 Year | 23.27% | 21.5% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.75% | 16.36% |
| 3 Year | 15.14% | 15.34% |
| 5 Year | 14.93% | 13.44% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.311% | 18.539% |
| Sharp | 1.077% | 0.644% |
| Beta | 0.848% | 1.067% |
| Alpha | 7.78% | 5.026% |
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Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Rakesh Shetty |
| Total AUM | ₹520687 Cr | ₹33886 Cr |
| Funds Managed | 40 | 19 |
| HDFC ELSS Tax saver Fund - Growth Plan | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.25 | 3.84 |
| Large Cap | 75.98 | 26.25 |
| Mid Cap | 6.34 | 42.38 |
| Small Cap | 10.42 | 27.53 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.95 | 1.83 |
| Communication Services | 5.85 | - |
| Energy | 0.59 | - |
| Technology | 6.67 | 12.09 |
| Basic Materials | 5.51 | 6.36 |
| Industrials | 5.95 | 30.18 |
| Financial Services | 40.82 | 17.97 |
| Healthcare | 10.74 | 2.01 |
| Consumer Cyclical | 13.5 | 22.76 |
| Utilities | 1.27 | - |
| Real Estate | 1.15 | 6.8 |
| Consumer Defensive | 1.02 | - |
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