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

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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

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Chart Comparison

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

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) ₹15678 Cr ₹3710 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Mar 1996 05 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 1.73 1.84
Manager Dhruv Muchhal Rakesh Shetty
ISIN Code INF179K01BB8 INF247L01544
Exits Load Nil/365 Nil/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 1.2% 6.73%
6 Month 19.01% 29.38%
1 Year 47.09% 63.68%
3 Year 25.91% 25.84%
5 Year 23.51% 25.84%

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 Year 20.44% 24.74%
3 Year 51.61% 56.99%
5 Year 94.31% 96.29%

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 24.54% 25.72%
3 Year 69.28% 70.31%
5 Year 101.07% 108.16%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation 11.39% 13.65%
Sharp 1.57% 1.24%
Beta 0.85% 0.95%
Alpha 6.77% 4.45%

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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
Fund Manage 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

Large Cap 77.32 35.29
Others 8.08 3.33
Mid Cap 7.06 39.8
Small Cap 7.54 21.58

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

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

Banks 36.46 8.53
Others 7.82 3.33
Pharmaceuticals & Biotechnology 7.77 2.37
Telecom - Services 5.14 2.31
IT - Software 10.43 2.77
Insurance 4.98 -
Healthcare Services 4.59 3.22
Aerospace & Defense 2.35 9.29
Automobiles 6.42 -
Realty 2.29 8.41
Power 1.96 -
Agricultural, Commercial & Construction Vehicles 1.32 -
Construction 1.02 -
Retailing 0.96 14.2
Consumer Durables 1.79 7.33
Beverages 0.9 -
Oil 0.79 -
Ferrous Metals 0.78 -
IT - Services 0.64 -
Commercial Services & Supplies 0.57 -
Entertainment 0.39 -
Transport Services 0.26 -
Petroleum Products 0.2 -
Auto Components 0.17 2.39
Electrical Equipment - 15.32
Industrial Manufacturing - 5.82
Chemicals & Petrochemicals - 2.73
Capital Markets - 4.95
Finance - 7.03

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