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 (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,359.81 Cr As on 30-05-2025(Source:AMFI)
Turn over: 90% | Exit Load: Nil

52.588

17.08%

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 6.65 30.48 29.92 26.77 16.6
HSBC Tax Saver Equity Fund - Growth 05-01-2007 11.12 26.34 23.38 23.58 13.45
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 10.0 21.78 21.74 24.55 -
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 9.18 25.51 - - -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 6.94 25.6 25.61 26.52 13.59
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 6.26 19.66 19.08 22.11 13.2
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 5.43 20.59 19.63 23.0 -
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 5.42 20.64 21.35 20.81 12.97
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 5.31 24.89 23.39 24.97 15.72
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 5.16 16.58 16.74 16.61 12.04

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

33.48%

Others

1.18%

Large Cap

27.69%

Mid Cap

37.64%

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