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: 1.81% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 4,376.9 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: 90% | Exit Load: Nil |
52.4499
0.6 (1.1428%)
16.61%
Benchmark: 12.45%
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 | 18.92 |
| Sharpe Ratio | 0.99 |
| Alpha | 6.11 |
| Beta | 1.2 |
| 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 | -4.25 | 26.78 | 25.66 | 25.42 | 16.72 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 3.86 | 23.2 | 22.07 | 25.01 | 14.08 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 2.89 | 17.87 | 17.53 | 20.22 | - |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 2.09 | 21.59 | 19.43 | 21.01 | 13.36 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 2.04 | 18.1 | 17.53 | 20.25 | - |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 1.59 | 21.39 | - | - | - |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 1.31 | 18.28 | 16.83 | 20.86 | 13.37 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 0.95 | 13.53 | 13.48 | 19.28 | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 0.82 | 15.37 | 14.88 | 19.87 | 13.87 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 0.46 | 16.9 | 14.92 | 13.57 | 11.01 |
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
34.87%
Others
1.75%
Large Cap
14.91%
Mid Cap
48.49%
