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

53.1996

16.73%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 -3.19 26.56 26.57 26.06 16.76
HDFC ELSS Tax saver - Growth Plan 05-03-1996 7.03 23.11 23.1 25.87 14.13
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 5.03 17.53 18.4 20.96 -
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2015 4.8 17.93 18.41 20.89 -
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 4.3 18.05 17.84 21.56 13.45
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 4.03 13.88 14.28 20.1 -
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 3.53 17.31 15.89 14.28 11.13
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 3.32 15.63 15.81 20.6 13.9
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 3.31 21.16 20.94 - -
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth 05-10-2016 2.57 14.07 15.77 20.75 -

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

37.45%

Large Cap

16.4%

Mid Cap

46.15%

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