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: 1.83% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 4,223.48 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 90% | Exit Load: Nil |
52.6891
0.46 (0.8774%)
16.77%
Benchmark: 12.47%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 0.91 |
| Alpha | 6.32 |
| Beta | 1.18 |
| 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 | -3.42 | 26.11 | 24.25 | 25.82 | 17.12 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 4.17 | 17.38 | 17.29 | 21.3 | - |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 3.16 | 20.66 | 18.23 | 21.65 | 13.77 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 2.67 | 20.4 | - | - | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 2.38 | 20.82 | 21.05 | 24.89 | 14.39 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 0.14 | 11.93 | 12.98 | 19.77 | - |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 0.02 | 15.66 | 16.04 | 20.66 | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | -0.31 | 13.85 | 13.86 | 20.21 | 14.41 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | -0.37 | 16.36 | 15.97 | 20.8 | 13.7 |
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 31-03-1996 | -0.41 | 15.52 | 17.34 | 18.66 | 13.84 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
33.91%
Others
1.68%
Large Cap
19.79%
Mid Cap
44.65%
