Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs HDFC ELSS Tax saver Fund 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 | 1.06% | -0.16% |
| 1 Year | 10.67% | 8.77% |
| 3 Year | 17.88% | 20.21% |
| 5 Year | 19.74% | 20.53% |
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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