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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,360.67 Cr As on 30-06-2025(Source:AMFI)
Turn over: 90% | Exit Load: Nil

53.0999

17.14%

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
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 7.6 30.41 30.35 26.86 16.39
HSBC Tax Saver Equity Fund - Growth 05-01-2007 9.98 25.24 23.32 23.41 13.26
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 8.69 24.31 - - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 7.32 20.59 21.78 24.11 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 5.28 24.59 25.38 25.96 13.37
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 4.58 19.43 20.07 22.94 -
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 4.48 18.4 19.15 21.79 12.88
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 4.07 15.87 16.45 16.94 11.78
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 3.76 23.45 24.23 22.67 13.21
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 3.71 13.48 16.86 21.08 -

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

34.66%

Others

0.81%

Large Cap

26.64%

Mid Cap

37.89%

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