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: 1.99% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,658.52 Cr As on 30-04-2026(Source:AMFI)
Turn over: 0.57% | Exit Load: Nil

54.1662

16.0%

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 21.47
Sharpe Ratio 0.9
Alpha 7.08
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 8.89 11.12 23.76 19.8 17.1
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 8.49 1.62 17.39 16.22 19.37
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 3.5 7.32 14.73 13.56 12.51
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 3.35 8.18 14.73 14.22 13.9
BANK OF INDIA ELSS Tax Saver -ECO Plan-Growth 25-02-2009 2.86 1.11 16.03 15.01 16.66
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 2.6 0.85 15.74 14.71 16.09
BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH 29-01-2025 2.59 - - - -
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 1.98 6.26 16.61 13.23 12.53
Nippon India ELSS Tax Saver Fund-Growth Plan-Growth Option 01-09-2005 1.92 5.77 16.16 15.18 11.4
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 1.87 7.17 17.09 14.38 13.57

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

42.22%

Others

0.72%

Large Cap

7.75%

Mid Cap

49.31%

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