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: 1.85% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,876.23 Cr As on 31-01-2025(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 |
44.2801
0.71 (1.5996%)
15.78%
Benchmark: 12.29%
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 | 17.04 |
| Sharpe Ratio | 0.82 |
| Alpha | 5.86 |
| Beta | 1.04 |
| 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 | 9.48 | 27.58 | 19.27 | 17.8 | 15.44 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 12.07 | 25.33 | - | - | - |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 11.73 | 23.1 | 15.88 | 16.23 | 12.21 |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 11.39 | 19.05 | 13.05 | 13.72 | 10.28 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 10.55 | 23.24 | 14.61 | 16.04 | 11.66 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 10.35 | 24.02 | 16.7 | 19.19 | 14.56 |
| Quantum ELSS Tax Saver Fund - Regular Plan Growth Option | 05-04-2017 | 10.0 | 21.85 | 16.66 | 17.86 | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 9.88 | 21.31 | 16.45 | 21.72 | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 9.41 | 25.27 | 20.88 | 20.14 | 11.91 |
| SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 9.28 | 30.33 | 22.72 | 22.38 | 13.24 |
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
30.86%
Others
1.51%
Large Cap
25.11%
Mid Cap
42.52%
