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: 1.81% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 4,401.97 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 90% | Exit Load: Nil |
50.1347
-0.82 (-1.6418%)
16.32%
Benchmark: 12.42%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 18.69 |
| Sharpe Ratio | 1.08 |
| Alpha | 6.9 |
| Beta | 1.16 |
| 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 | -3.36 | 25.54 | 23.91 | 24.33 | 16.7 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 4.13 | 22.11 | - | - | - |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 4.04 | 22.18 | 18.76 | 21.28 | 13.64 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 3.5 | 23.25 | 21.7 | 24.07 | 14.31 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 3.34 | 19.46 | 18.44 | 21.28 | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 1.37 | 16.22 | 15.08 | 19.87 | 14.5 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 1.24 | 18.37 | 16.24 | 20.16 | 13.69 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 1.02 | 13.36 | 13.4 | 19.06 | - |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 10-05-2005 | 0.68 | 13.8 | 13.14 | 18.47 | 12.05 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 05-12-2009 | 0.6 | 17.29 | 12.17 | 15.01 | 12.33 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
33.91%
Others
1.68%
Large Cap
19.79%
Mid Cap
44.65%
