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: 0.65% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,896.7 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 90% | Exit Load: Nil |
57.9391
0.72 (1.247%)
18.42%
Benchmark: 12.51%
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 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 | 19.23 |
| Sharpe Ratio | 0.92 |
| Alpha | 6.82 |
| Beta | 1.13 |
| 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 | 14.2 | 34.88 | 30.71 | 31.35 | 18.37 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 15.22 | 27.13 | 21.56 | 26.3 | 13.21 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 15.08 | 23.52 | 20.59 | 27.96 | - |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 14.14 | 27.66 | - | - | - |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 13.88 | 27.56 | 22.53 | 28.17 | 15.84 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 13.03 | 28.8 | 25.22 | 29.69 | 13.37 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 12.87 | 33.29 | 29.14 | 29.73 | 16.84 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 11.93 | 22.21 | 18.77 | 24.79 | 12.94 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 11.65 | 16.51 | 15.6 | 24.45 | - |
| Tata ELSS Tax Saver Fund-Growth-Regular Plan | 13-10-2014 | 11.24 | 21.4 | 18.85 | 24.7 | 14.02 |
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
31.19%
Others
2.14%
Large Cap
28.34%
Mid Cap
38.33%
