Submit

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
Invest in this Scheme
Category: Equity: ELSS
Launch Date: 05-01-2015
Asset Class: Equity
Benchmark: Nifty 500 TRI
TER: 2.1% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 5,134.23 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.57% | Exit Load: Nil
NAV as on 22-09-2026

57.1051

0.03 (0.0545%)

CAGR Since Inception

16.0%

Benchmark: 12.01%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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 21.65
Sharpe Ratio 0.79
Alpha 7.71
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 7.14 1.89 20.6 16.09 15.78
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 6.92 -0.42 14.0 13.84 18.42
JM ELSS - Tax Saver Fund - Regular Plan - Growth Option 31-03-2008 6.58 -0.06 15.43 13.03 14.83
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 4.3 0.03 12.0 11.16 12.78
HSBC ELSS Tax Saver Fund - Regular Growth 01-01-2013 3.15 0.92 15.57 12.05 12.63
Baroda BNP Paribas ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 2.81 -0.2 14.14 10.47 11.92
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 2.31 -0.99 11.95 10.08 11.33
Bank Of India ELSS Tax Saver -ECO Plan-Growth 25-02-2009 1.6 -2.35 11.54 10.26 15.29
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 1.35 -1.69 15.34 11.06 -
Bank Of India ELSS Tax Saver -Regular Plan- Growth 25-02-2009 1.29 -2.61 11.25 9.97 14.74

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

46.21%

Others

6.79%

Large Cap

12.13%

Mid Cap

34.87%

Scheme Documents

August 2026 Active

Monthly Portfolio Disclosure - August 2026

Feedback
Notification