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: 1.82% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,896.7 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 90% | Exit Load: Nil |
52.4849
0.38 (0.7332%)
17.21%
Benchmark: 12.57%
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 | 19.21 |
| Sharpe Ratio | 0.86 |
| Alpha | 5.59 |
| Beta | 1.13 |
| 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 | 17.35 | 33.47 | 30.08 | 28.09 | 17.2 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 18.29 | 27.22 | 22.02 | 24.55 | 13.8 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 17.07 | 27.2 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 16.26 | 22.77 | 20.78 | 25.95 | - |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 12.99 | 26.72 | 22.54 | 26.13 | 16.17 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 12.91 | 20.99 | 18.5 | 22.71 | 13.47 |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 12.36 | 25.13 | 22.59 | 23.56 | 13.88 |
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 31-03-1996 | 12.25 | 21.67 | 20.17 | 21.62 | 13.41 |
| Invesco India ELSS Tax Saver Fund - Growth | 29-12-2006 | 11.96 | 23.99 | 19.82 | 21.7 | 13.76 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 11.74 | 27.4 | 24.56 | 27.05 | 13.79 |
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
33.48%
Others
1.18%
Large Cap
27.69%
Mid Cap
37.64%
