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 (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 4,360.67 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 90% | Exit Load: Nil |
51.217
-0.41 (-0.7984%)
16.65%
Benchmark: 12.43%
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 | 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 | 8.2 | 27.88 | 25.48 | 25.68 | 15.85 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 11.12 | 22.75 | 18.95 | 22.02 | 12.7 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 9.84 | 21.87 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 7.05 | 19.03 | 18.57 | 22.03 | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 6.57 | 22.7 | 22.07 | 25.08 | 12.92 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 5.63 | 12.59 | 13.7 | 19.82 | - |
| BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 05-01-2006 | 5.14 | 19.71 | 17.48 | 18.52 | 11.45 |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 5.08 | 15.5 | 15.56 | 20.65 | 13.04 |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 4.98 | 21.73 | 19.65 | 21.02 | 12.65 |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 10-05-2005 | 4.4 | 13.18 | 13.7 | 19.23 | 10.84 |
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
34.66%
Others
0.81%
Large Cap
26.64%
Mid Cap
37.89%
