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) | ₹16525 Cr | ₹4223 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 | 2.94% | 4.49% |
6 Month | 15.26% | 22.97% |
1 Year | 2.56% | -3.68% |
3 Year | 21.04% | 24.14% |
5 Year | 25.16% | 25.93% |
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 | 4.07% | 5.61% |
1 Year | 14.05% | 11.66% |
3 Year | 20.56% | 23.63% |
5 Year | 21.38% | 22.38% |
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 | 11.49% | 18.99% |
Sharp | 1.16% | 0.86% |
Beta | 0.86% | 1.15% |
Alpha | 7.12% | 8.02% |
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 | 6.64 | 5.11 |
Large Cap | 77.83 | 14.9 |
Small Cap | 11.09 | 35.33 |
Mid Cap | 4.44 | 44.66 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 6.07 | 1.75 |
Communication Services | 4.55 | 1.59 |
Energy | 1.19 | - |
Technology | 5.21 | 13.51 |
Industrials | 5.69 | 31.75 |
Basic Materials | 6 | 5.57 |
Financial Services | 42.46 | 18.72 |
Healthcare | 9.73 | 3.36 |
Consumer Cyclical | 16.05 | 18.07 |
Utilities | 1.76 | - |
Real Estate | 0.49 | 4.35 |
Consumer Defensive | 0.81 | 1.34 |
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