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 (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 4,073.72 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 90% | Exit Load: Nil Units allotted under Long Term Fund (open ended ELSS) are eligible for Tax deduction as per conditions laid u/s 80C of Income Tax Act ,1961 and are in 3 year lock in from date of investment |
51.7395
0.25 (0.4805%)
18.06%
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 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 | 14.28 |
| Sharpe Ratio | 1.2 |
| Alpha | 8.5 |
| Beta | 0.95 |
| 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 | 50.78 | 37.78 | 24.52 | 23.14 | - |
| SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 40.99 | 33.63 | 23.62 | 24.28 | 14.66 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 38.8 | 26.93 | 17.99 | 19.79 | 13.42 |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 37.97 | 27.87 | 18.19 | 19.17 | 13.72 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 36.95 | 26.85 | 18.67 | 21.51 | 15.88 |
| JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 35.97 | 28.5 | 18.3 | 21.69 | 15.47 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 34.74 | 27.53 | - | - | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 34.7 | 26.88 | 21.68 | 20.92 | 12.73 |
| BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 01-01-2013 | 34.32 | 25.59 | 15.54 | 18.21 | 12.99 |
| Quantum ELSS Tax Saver Fund - Regular Plan Growth Option | 05-04-2017 | 33.67 | 24.55 | 17.42 | 18.79 | - |
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
29.88%
Others
0.53%
Large Cap
29.31%
Mid Cap
40.29%
