Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
(Erstwhile Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option)
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 |
50.2812
-0.14 (-0.2856%)
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 (%)
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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