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Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option

(Erstwhile Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option)

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Category: Equity: ELSS
Launch Date: 05-01-2015
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.81% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,401.97 Cr As on (31-07-2025)
Turn over: 90
NAV as on 14-08-2025

50.2812

-0.14 (-0.2856%)

CAGR Since Inception

16.41%

NIFTY 500 TRI 12.42%

PERFORMANCE of Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
Scheme Performance (%) Data as on - 14-08-2025
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 1.1 23.97 25.44 15.65 16.41
NIFTY 500 TRI 1.07 15.48 20.99 13.56 12.42
Equity: ELSS 0.37 16.12 20.52 13.04 14.61
Yearly Performance (%)
NAV Movement
Fund Managers

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.

RETURNS CALCULATOR for Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Key Performance and Risk Statistics of Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 13.65 1.08 6.9 1.16 - -
Equity: ELSS - - - - - -
PEER COMPARISION
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 1.1 26.94 23.97 25.44 15.65
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 8.12 22.1 0.0 0.0 0.0
HSBC Tax Saver Equity Fund - Growth 05-01-2007 7.97 22.52 18.27 22.04 12.76
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 7.6 19.92 18.45 22.26 0.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 5.74 23.04 21.34 24.76 13.24
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 4.31 16.05 14.98 20.69 13.4
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 4.1 12.85 13.03 19.61 0.0
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 3.66 16.67 13.42 14.13 10.26
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 3.64 18.14 18.13 18.96 12.69
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 3.62 20.25 17.15 18.67 11.66
PORTFOLIO ANALYSIS of Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option

Portfolio as on