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

51.8867

16.62%

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 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 -2.08 25.11 24.18 25.78 17.06
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 5.27 17.58 17.85 22.27 -
HSBC Tax Saver Equity Fund - Growth 05-01-2007 4.5 20.69 18.38 21.87 13.79
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 3.85 20.29 - - -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 3.68 21.23 21.13 25.07 14.42
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 1.13 13.88 14.07 20.48 14.43
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 1.11 15.53 16.06 20.99 -
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 0.87 15.39 13.47 13.77 11.3
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 0.81 11.24 12.74 19.99 -
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 0.77 19.83 19.0 20.76 13.95

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

33.91%

Others

1.68%

Large Cap

19.79%

Mid Cap

44.65%

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