Scheme Overview
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: 1.85% As on ( 31-03-2025) |
Status: Open Ended for subscription |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 3,810.91 Cr As on ( 31-03-2025) |
Turn over: 90 |
47.172
0.34 ( 0.7254% )
16.19%
NIFTY 500 TRI12.43%
PERFORMANCE of Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
Scheme Performance (%) Data as on - 29-04-2025
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 | 7.56 | 23.39 | 26.29 | 16.52 | 16.19 |
NIFTY 500 TRI | 6.37 | 15.5 | 24.41 | 13.8 | 12.43 |
Equity: ELSS | 6.04 | 16.12 | 23.41 | 13.33 | 14.48 |
Yearly Performance (%)
Fund Managers
Ajay Khandelwal, Niket Shah, Rakesh Shetty
Investment Objective
The scheme seeks to provide capital appreciation by investing in a well diversified portfolio of equity and equity related securities
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)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
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 | 0.75 | 6.53 | 1.14 | - | - |
Equity: ELSS | - | - | - | - | - | - |
PEER COMPARISION of Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
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 | 7.56 | 30.85 | 23.39 | 26.29 | 16.52 |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 14.06 | 27.84 | 19.54 | 26.85 | 15.83 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 13.19 | 27.48 | 0.0 | 0.0 | 0.0 |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 13.12 | 28.4 | 22.77 | 28.06 | 13.3 |
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 12.86 | 21.95 | 18.42 | 27.42 | 0.0 |
HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 12.49 | 26.68 | 17.67 | 24.07 | 13.04 |
LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 12.02 | 21.14 | 15.42 | 20.37 | 11.5 |
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option | 05-04-2017 | 9.61 | 23.88 | 17.87 | 24.32 | 0.0 |
ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 9.5 | 22.5 | 15.85 | 24.15 | 13.0 |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 9.49 | 16.51 | 12.8 | 23.13 | 0.0 |