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

(Erstwhile Motilal Oswal Long Term Equity Fund (MOFLTE) - Direct Plan - Growth Option)
Fund House: Motilal Oswal Mutual Fund
Category: Equity: ELSS
Launch Date: 21-01-2015
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 0.7% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,810.91 Cr As on 31-03-2025(Source:AMFI)
Turn over: 90% | Exit Load: Nil Units allotted under Long Term Fund (open ended ELSS) are eligible for Tax deduction as per conditions laid u/s 80C of Income Tax Act ,1961 and are in 3 year lock in from date of investment

53.0302

17.51%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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
4 Years 11 Months
8 Years 10 Months
9 Years 3 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 scheme seeks to provide capital appreciation by investing in a well diversified portfolio of equity and equity related securities

Current Asset Allocation (%)

Indicators

Standard Deviation 19.29
Sharpe Ratio 0.82
Alpha 7.76
Beta 1.14
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 - Direct Plan - Growth Option 21-01-2015 6.76 31.3 24.17 27.07 17.89
HDFC ELSS Tax saver - Growth Plan 05-03-1996 13.41 28.47 22.79 27.36 13.38
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 13.18 27.51 19.32 26.12 15.81
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 12.91 21.82 18.31 26.95 -
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 12.44 27.21 - - -
HSBC Tax Saver Equity Fund - Growth 05-01-2007 11.31 26.22 17.38 23.48 12.99
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 10.64 20.62 15.08 19.78 11.41
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 9.49 22.47 15.82 23.29 13.04
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 9.41 16.39 12.72 22.56 -
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 05-04-2017 9.15 23.71 17.76 23.38 -

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

32.56%

Others

1.64%

Large Cap

27.02%

Mid Cap

38.76%

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