Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs HDFC ELSS Tax saver Fund 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 | 6.48% | 11.05% |
6 Month | -7.58% | -16.56% |
1 Year | 12.5% | 10.6% |
3 Year | 21.04% | 21.75% |
5 Year | 29.7% | 27.52% |
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 | -1.2% | -11.57% |
1 Year | -1.11% | -14.53% |
3 Year | 21.19% | 21.87% |
5 Year | 22.85% | 21.89% |
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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