Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option
(Erstwhile Motilal Oswal Long Term Equity Fund (MOFLTE) - Direct Plan - Growth Option)
Fund House: Motilal Oswal Mutual Fund| Category: Equity: ELSS |
| Launch Date: 21-01-2015 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 0.67% 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 |
47.4594
0.07 (0.157%)
18.24%
Benchmark: 12.56%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
4 Years 11 Months
8 Years 10 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 | 13.68 |
| Sharpe Ratio | 1.31 |
| Alpha | 5.36 |
| Beta | 0.93 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
32.71%
Others
1.97%
Large Cap
40.15%
Mid Cap
25.16%
