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