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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: 1.9% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,861.86 Cr As on 30-06-2026(Source:AMFI)
Turn over: 0.57% | Exit Load: Nil
NAV as on 07-08-2026

55.8856

-0.22 (-0.3996%)

CAGR Since Inception

15.97%

Benchmark: 12.21%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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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 21.39
Sharpe Ratio 0.8
Alpha 6.6
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 9.12 7.31 21.47 16.54 16.22
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 17.01 1.72 16.18 14.64 19.0
JM ELSS Tax Saver Fund (Regular) - Growth Option 31-03-2008 12.11 3.6 16.78 14.94 15.39
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 9.66 5.27 13.21 12.92 13.31
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 9.4 4.99 13.82 11.95 12.11
Baroda BNP Paribas ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 9.27 6.16 16.16 12.3 12.51
HSBC ELSS Tax Saver Fund - Regular Growth 01-01-2013 8.79 5.72 17.26 13.64 13.33
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 8.55 3.12 17.36 12.01 -
Bajaj FInserv ELSS Tax Saver Fund - Regular - Growth 29-01-2025 7.94 - - - -
Bank Of India ELSS Tax Saver -ECO Plan-Growth 25-02-2009 7.56 -0.43 13.79 11.99 15.84

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

46.37%

Others

2.45%

Large Cap

8.05%

Mid Cap

43.13%

Scheme Documents

June 2026 Active

Monthly Portfolio Disclosure - June 2026

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