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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: 2.12% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,783.81 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.57% | Exit Load: Nil
NAV as on 11-08-2026

56.6029

0.38 (0.6696%)

CAGR Since Inception

16.08%

Benchmark: 12.19%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
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 12.35 6.93 21.9 17.13 16.4
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 16.74 1.59 15.94 15.27 18.97
JM ELSS Tax Saver Fund (Regular) - Growth Option 31-03-2008 12.95 3.5 16.98 15.2 15.53
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 10.27 5.0 13.33 13.05 13.45
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 9.86 4.57 14.01 12.15 12.25
Baroda BNP Paribas ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 9.84 5.93 16.27 12.48 12.74
HSBC ELSS Tax Saver Fund - Regular Growth 01-01-2013 9.32 5.11 17.41 13.87 13.48
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 9.04 2.55 17.34 12.57 -
Bajaj FInserv ELSS Tax Saver Fund - Regular - Growth 29-01-2025 7.72 - - - -
Bank Of India ELSS Tax Saver -ECO Plan-Growth 25-02-2009 7.55 -0.93 13.68 12.15 15.89

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

July 2026 Active

Monthly Portfolio Disclosure - July 2026

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