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Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option

(Erstwhile Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option)
Fund House: Motilal Oswal Mutual Fund
Invest in this Scheme
Category: Equity: ELSS
Launch Date: 05-01-2015
Asset Class: Equity
Benchmark: Nifty 500 TRI
TER: 2.1% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 5,134.23 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.57% | Exit Load: Nil
NAV as on 25-09-2026

56.356

-0.31 (-0.5435%)

CAGR Since Inception

15.86%

Benchmark: 11.98%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 11 Months
9 Years 1 Months
9 Years 7 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation 21.65
Sharpe Ratio 0.79
Alpha 7.71
Beta 1.15
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 7.38 1.09 20.01 15.52 15.59
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 10.27 -0.86 13.88 13.58 18.41
JM ELSS - Tax Saver Fund - Regular Plan - Growth Option 31-03-2008 7.31 -0.75 15.16 12.44 14.77
HSBC ELSS Tax Saver Fund - Regular Growth 01-01-2013 3.94 0.08 15.29 11.66 12.58
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 3.85 -1.23 11.44 10.39 12.58
Bank Of India ELSS Tax Saver -ECO Plan-Growth 25-02-2009 2.93 -3.1 11.41 10.0 15.28
Baroda BNP Paribas ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 2.82 -0.77 13.62 9.87 11.8
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 2.8 -1.99 15.3 10.97 -
Bank Of India ELSS Tax Saver -Regular Plan- Growth 25-02-2009 2.62 -3.37 11.11 9.7 14.73
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 2.34 -1.94 11.38 9.43 11.14

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

46.21%

Others

6.79%

Large Cap

12.13%

Mid Cap

34.87%

Scheme Documents

August 2026 Active

Monthly Portfolio Disclosure - August 2026

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