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| Category: Equity: ELSS |
| Launch Date: 05-01-2015 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.8% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 4,514.53 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 90% | Exit Load: Nil |
52.5778
0.23 (0.4327%)
16.48%
Benchmark: 12.5%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 18.87 |
| Sharpe Ratio | 0.97 |
| Alpha | 5.57 |
| Beta | 1.19 |
| 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 | 2.22 | 24.62 | 24.54 | 23.5 | 17.19 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 10.2 | 19.63 | 17.21 | 19.28 | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 9.15 | 22.56 | 20.9 | 24.09 | 14.62 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 9.01 | 18.6 | 16.13 | 19.41 | 13.73 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 8.75 | 18.03 | 14.65 | 13.35 | 11.59 |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 8.35 | 16.69 | 14.83 | 18.69 | 14.45 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 8.31 | 22.23 | 20.39 | - | - |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 05-10-2016 | 7.74 | 15.7 | 14.47 | 19.32 | - |
| Sundaram Value Fund Regular Plan - Growth | 10-05-2005 | 7.29 | 14.53 | 12.9 | 17.39 | 12.19 |
| Union ELSS Tax Saver Fund - Growth Option | 23-12-2011 | 7.01 | 16.13 | 15.37 | 18.94 | 13.44 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
37.45%
Large Cap
16.4%
Mid Cap
46.15%
