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: 1.87% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,205.13 Cr As on (31-03-2024)
Turn over: 101% | Exit Load: Nil

42.3463

16.77%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide capital appreciation by investing in a well diversified portfolio of equity and equity related securities

Current Asset Allocation (%)

Indicators

Standard Deviation 13.66
Sharpe Ratio 1.22
Alpha 4.12
Beta 0.93
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 56.33 29.95 25.24 19.83 -
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 60.25 25.5 31.11 31.14 25.19
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 58.82 31.51 28.25 20.97 17.02
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 52.72 26.24 24.95 24.67 18.84
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 51.96 27.28 18.63 - -
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 46.09 23.1 22.42 19.33 17.89
HDFC ELSS Tax saver - Growth Plan 05-03-1996 44.44 25.73 26.82 17.09 15.04
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 44.2 22.56 23.47 17.16 16.37
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 42.59 - - - -
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 01-01-2013 42.51 19.37 - - -

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

32.71%

Others

1.97%

Large Cap

40.15%

Mid Cap

25.16%

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