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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: 1.82% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,341.48 Cr As on 31-12-2025(Source:AMFI)
Turn over: 90% | Exit Load: Nil
NAV as on 14-01-2026

49.801

0.16 (0.3181%)

CAGR Since Inception

15.63%

Benchmark: 12.38%

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 19.02
Sharpe Ratio 0.87
Alpha 3.37
Beta 1.22
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 -1.23 12.71 22.28 18.58 16.43
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 12.66 11.54 17.25 15.6 17.87
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 12.36 11.08 14.89 10.04 11.44
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 12.13 12.01 16.02 14.97 13.76
HDFC ELSS Tax saver - Growth Plan 05-03-1996 11.91 14.0 20.78 20.13 15.15
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 10.87 14.13 19.51 17.89 16.6
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 01-09-2005 10.54 10.58 16.78 17.17 11.76
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 10.13 11.43 17.03 14.61 12.79
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 9.87 10.28 14.89 14.81 14.55
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth 05-10-2016 9.56 7.94 14.53 15.22 -

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

32.18%

Others

3.04%

Large Cap

15.53%

Mid Cap

49.26%

Scheme Documents

There are no scheme documents available

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