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: 0.64% 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 |
58.8839
0.08 (0.1374%)
18.46%
Benchmark: 12.52%
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
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 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 | 19.8 |
| Sharpe Ratio | 1.16 |
| Alpha | 8.51 |
| Beta | 1.16 |
| 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 | 8.36 | 31.77 | 34.1 | 29.1 | 18.41 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 12.46 | 22.28 | 23.07 | 25.99 | - |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 10.86 | 25.77 | 25.01 | 24.61 | 13.63 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 9.85 | 25.11 | - | - | - |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 8.03 | 19.38 | 21.16 | 22.84 | 13.4 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 7.96 | 25.81 | 27.14 | 27.35 | 13.78 |
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 31-03-1996 | 7.16 | 20.38 | 22.53 | 21.48 | 13.17 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 7.09 | 30.22 | 32.49 | 27.51 | 16.87 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 6.66 | 25.22 | 25.13 | 25.86 | 16.0 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 6.2 | 20.26 | 21.29 | 24.28 | - |
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%
