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

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
Category: Equity: ELSS
Launch Date: 05-01-2015
Riskometer: Very High
Asset Class
Equity
Status
Open Ended Schemes
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.
Benchmark
NIFTY 500 TRI
Expense Ratio
1.82% As on (30-06-2025)
Minimum Investment | Top up
500.0 | 500.0
Total Assets
4,360.67 Cr As on (30-06-2025)
Nav Movement
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.
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 | 1.3 | 6.92 | 1.15 | - | - |
Equity: ELSS | - | - | - | - | - | - |
Sectors
Sector | Holdings (%) |
---|---|
Capital Goods | 42.12 |
Financial Services | 22.77 |
Consumer Services | 10.01 |
Consumer Durables | 8.32 |
Realty | 3.88 |
Chemicals | 3.37 |
Healthcare | 3.27 |
Automobile and Auto Components | 2.2 |
Services | 2.18 |
Information Technology | 0.61 |
Portfolio Holdings
Company | Holdings (%) |
---|---|
ZOMATO LIMITED EQ | 5.26 |
MCX INDIA LIMITED EQ NEW RS. 10/- | 4.93 |
TRENT LIMITED EQ NEW FV Re. 1/- | 4.75 |
Bharat Dynamics Limited | 4.56 |
KAYNES TECHNOLOGY INDIA LIMITED EQ | 4.03 |
PRESTIGE ESTATES PROJECTS LIMITED EQ | 3.88 |
SUZLON ENERGY LIMITED EQ. NEW RS. 2/- | 3.71 |
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.7 |
AMBER ENTERPRISES INDIA LIMITED EQ | 3.61 |
WAAREE ENERGIES LIMITED EQ | 3.39 |