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) | ₹16645 Cr | ₹4377 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 | 2.66% | 2.08% | 
| 6 Month | 6.9% | 13.61% | 
| 1 Year | 8.68% | 0.22% | 
| 3 Year | 21.33% | 24.61% | 
| 5 Year | 25.98% | 25.63% | 
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 | 1.13% | 0.17% | 
| 1 Year | 10.59% | 9.63% | 
| 3 Year | 18% | 20.71% | 
| 5 Year | 19.73% | 20.74% | 
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 | 16.69% | 14.55% | 
| 3 Year | 15.49% | 16.29% | 
| 5 Year | 15.17% | 15% | 
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | 
|---|---|---|
| Standard Deviation | 11.22% | 18.83% | 
| Sharp | 1.21% | 0.93% | 
| Beta | 0.83% | 1.18% | 
| Alpha | 5.77% | 6.33% | 
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 | 6.45 | 7.68 | 
| Large Cap | 78.27 | 15.36 | 
| Small Cap | 11.34 | 32.04 | 
| Mid Cap | 3.94 | 44.91 | 
Sector Allocation
| Scheme Name | 
                                                     HDFC ELSS Tax saver Fund - Growth Plan  | 
                                                                                            
                                                     Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option  | 
                                                                                    
                                    
|---|---|---|
| Others | 5.89 | 4.33 | 
| Communication Services | 4.44 | 1.94 | 
| Energy | 1.17 | - | 
| Technology | 4.93 | 17.92 | 
| Industrials | 5.64 | 27.65 | 
| Basic Materials | 6 | 5.74 | 
| Financial Services | 41.44 | 15.97 | 
| Healthcare | 10.25 | 3.35 | 
| Consumer Cyclical | 17.76 | 18.61 | 
| Utilities | 1.69 | - | 
| Consumer Defensive | 0.8 | 0.78 | 
| Real Estate | - | 3.72 | 
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