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) | ₹17241 Cr | ₹4341 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 | -0.1% | 0.77% |
| 6 Month | 1.77% | -5.95% |
| 1 Year | 11.4% | -2.14% |
| 3 Year | 20.98% | 22.71% |
| 5 Year | 20.41% | 18.85% |
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 | -0.1% | -3.84% |
| 1 Year | 8.41% | 2.28% |
| 3 Year | 15.94% | 14.14% |
| 5 Year | 18.52% | 17.4% |
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 | 16.37% | 13.71% |
| 3 Year | 16.42% | 16.84% |
| 5 Year | 15.83% | 15.5% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.39% | 13.65% |
| Sharp | 1.31% | 0.87% |
| Beta | 0.82% | 1.22% |
| Alpha | 5.38% | 3.37% |
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 | 3.1 | 32.1 |
| Large Cap | 82.26 | 8.44 |
| Small Cap | 9.23 | 22.37 |
| Mid Cap | 5.41 | 37.09 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.01 | 3.03 |
| Communication Services | 4.55 | 0 |
| Energy | 3.22 | - |
| Technology | 7.12 | 10.56 |
| Industrials | 5.4 | 23.25 |
| Basic Materials | 4.93 | 8.31 |
| Financial Services | 43.7 | 28.84 |
| Healthcare | 7.39 | 3.54 |
| Consumer Cyclical | 16.35 | 16.56 |
| Consumer Defensive | 3.78 | 1.96 |
| Utilities | 1.54 | - |
| Real Estate | - | 3.96 |
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