Motilal Oswal ELSS Tax Saver Fund - 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: 1.85% As on (31-01-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 387.62 Cr As on (31-01-2025)
Turn over: 90

NAV as on 21-02-2025

43.9487

-0.33 (-0.7541%)

CAGR Since Inception

15.69%

NIFTY 500 TRI 12.29%

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

Scheme Performance (%) Data as on - 21-02-2025

	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	9.22	19.3	17.59	15.33	15.69
NIFTY 500 TRI	3.76	13.4	17.13	12.45	12.29
Equity: ELSS	4.66	13.77	16.23	12.09	13.88

Yearly Performance (%)

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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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

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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	0.82	5.86	1.04	-	-
Equity: ELSS	-	-	-	-	-	-

PEER COMPARISION of Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option

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Period

Data as on - 21-02-2025

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	9.22	27.28	19.3	17.59	15.33
HSBC ELSS Tax saver Fund - Regular Growth	01-01-2013	12.03	22.77	15.86	16.05	12.13
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	14-10-2022	11.4	24.91	0.0	0.0	0.0
LIC MF ELSS Tax Saver-Regular Plan-Growth	31-03-1997	11.4	18.91	13.09	13.61	10.23
Parag Parikh ELSS Tax Saver Fund- Regular Growth	07-07-2019	10.36	21.03	16.48	21.53	0.0
DSP ELSS Tax Saver Fund - Regular Plan - Growth	05-01-2007	10.32	23.73	16.64	19.0	14.46
HSBC Tax Saver Equity Fund - Growth	05-01-2007	10.2	23.04	14.6	15.87	11.58
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option	05-04-2017	9.83	21.69	16.63	17.72	0.0
HDFC ELSS Tax saver - Growth Plan	05-03-1996	9.44	24.97	20.92	19.97	11.84
SBI Long Term Equity Fund - Regular Plan- Growth	31-03-1993	9.07	30.0	22.86	22.19	13.15

PORTFOLIO ANALYSIS of Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option

Asset Allocation (%)