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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: 2.12% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,783.81 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.57% | Exit Load: Nil
NAV as on 07-09-2026

58.0492

0.35 (0.5998%)

CAGR Since Inception

16.22%

Benchmark: 12.09%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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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 7.74
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 14.44 5.4 21.13 16.23 16.1
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 14.8 0.92 13.58 14.28 18.41
JM ELSS - Tax Saver Fund - Regular Plan - Growth Option 31-03-2008 8.96 1.63 15.2 13.61 14.94
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 8.92 2.55 11.92 11.57 12.93
HSBC ELSS Tax Saver Fund - Regular Growth 01-01-2013 7.06 3.24 15.4 12.37 12.83
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 6.96 2.1 12.34 10.71 11.63
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 6.85 1.2 15.53 11.38 -
Baroda BNP Paribas ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 5.99 2.96 14.23 10.95 12.06
Bank Of India ELSS Tax Saver -ECO Plan-Growth 25-02-2009 5.88 -1.39 12.08 10.69 15.41
Bank Of India ELSS Tax Saver -Regular Plan- Growth 25-02-2009 5.56 -1.66 11.78 10.39 14.85

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

47.77%

Others

0.7%

Large Cap

15.35%

Mid Cap

36.18%

Scheme Documents

July 2026 Active

Monthly Portfolio Disclosure - July 2026

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