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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: 1.87% 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: 95% | Exit Load: Nil
NAV as on 26-04-2024

44.0816

-0.04 (-0.0998%)

CAGR Since Inception

17.24%

Benchmark: 12.63%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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
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 61.35 31.75 26.27 21.05 -
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 62.32 26.74 31.02 31.89 25.37
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 61.35 32.77 28.58 21.74 17.16
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 56.31 29.21 19.72 - -
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 56.31 27.88 25.59 25.8 19.16
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 51.58 25.38 23.64 20.53 18.31
HDFC ELSS Tax saver - Growth Plan 05-03-1996 46.57 26.99 27.47 17.75 15.26
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 46.53 23.89 23.82 17.93 16.59
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 01-01-2013 45.91 21.26 - - -
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 44.71 22.27 22.49 15.08 14.72

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%

Scheme Documents

March 2024

Monthly Portfolio Disclosure - March 2024

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