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: 0.63% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 4,401.97 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 90% | Exit Load: Nil |
58.2035
-0.15 (-0.2617%)
17.92%
Benchmark: 12.42%
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 | 18.71 |
| Sharpe Ratio | 1.15 |
| Alpha | 8.14 |
| 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 | -2.27 | 26.69 | 25.7 | 26.49 | 18.46 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 3.06 | 17.72 | 18.21 | 21.88 | - |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 2.66 | 20.8 | - | - | - |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 2.66 | 21.11 | 18.5 | 21.82 | 13.9 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 2.46 | 21.98 | 21.31 | 24.8 | 14.58 |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | -0.35 | 14.57 | 14.29 | 20.23 | 14.52 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | -0.6 | 17.07 | 16.05 | 20.69 | 13.71 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | -0.6 | 11.97 | 12.95 | 19.78 | - |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 05-12-2009 | -0.83 | 15.98 | 11.66 | 15.36 | 12.37 |
| BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 05-01-2006 | -0.86 | 18.88 | 17.26 | 18.48 | 12.73 |
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
33.91%
Others
1.68%
Large Cap
19.79%
Mid Cap
44.65%
