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) | ₹16908 Cr | ₹4506 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 | -1.74% | -2.69% |
6 Month | 8.36% | 9.29% |
1 Year | 3.52% | 3.74% |
3 Year | 22.83% | 26.79% |
5 Year | 25.59% | 26.37% |
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 | 4.41% | 11.31% |
1 Year | 9.18% | 11.83% |
3 Year | 21.35% | 26.78% |
5 Year | 22.29% | 24.45% |
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 | 17.03% | 14.95% |
3 Year | 15.38% | 16.05% |
5 Year | 15.1% | 14.81% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.92% | 19.14% |
Sharp | 1.52% | 1.25% |
Beta | 0.84% | 1.11% |
Alpha | 6.76% | 8.92% |
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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 | 8.04 | 7.01 |
Large Cap | 76.8 | 23.7 |
Small Cap | 10.58 | 31.4 |
Mid Cap | 4.58 | 37.89 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 7.69 | 0.81 |
Communication Services | 4.74 | 0.61 |
Energy | 1.19 | - |
Technology | 5.84 | 10.72 |
Industrials | 5.54 | 35.64 |
Basic Materials | 5.69 | 5.55 |
Financial Services | 41.29 | 20.78 |
Healthcare | 9.08 | 3.27 |
Consumer Cyclical | 15.83 | 18.73 |
Utilities | 1.78 | - |
Real Estate | 0.49 | 3.88 |
Consumer Defensive | 0.84 | - |
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