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: 1.82% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 4,359.81 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 90% | Exit Load: Nil |
52.6925
0.1 (0.1983%)
17.1%
Benchmark: 12.6%
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 | 19.2 |
| Sharpe Ratio | 1.3 |
| Alpha | 6.92 |
| 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 | 7.19 | 30.56 | 29.88 | 26.93 | 16.74 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 10.99 | 26.2 | 23.03 | 23.76 | 13.61 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 9.6 | 25.55 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 9.45 | 21.58 | 21.49 | 24.6 | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 7.21 | 25.64 | 25.37 | 26.67 | 13.8 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 6.46 | 19.64 | 18.87 | 22.25 | 13.37 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 05-12-2009 | 5.92 | 16.66 | 16.71 | 16.99 | 12.21 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 5.53 | 20.64 | 19.61 | 23.24 | - |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 5.49 | 15.02 | 16.83 | 21.65 | - |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 5.42 | 24.93 | 23.2 | 25.19 | 15.88 |
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
33.48%
Others
1.18%
Large Cap
27.69%
Mid Cap
37.64%
