Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth

• Alpha 0.30%
• Beta 0.99
• Sharpe Ratio1.23
• Std Deviation 14.28%
• Tracking Error 6.71%

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.

The Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth has an AUM of 4073.72 crores & has delivered CAGR of 24.65% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.83%. The minimum investment in Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Trent, Zomato, Kalyan Jewellers India & Inox Wind.

The major sectors where the fund is invested are Misc. Capital Goods, Electronic Instr. & Controls, Investment Services & Retail (Apparel).

Some of the similar funds are Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth, Parag Parikh ELSS Tax Saver Fund Regular Growth, HSBC ELSS Tax saver Fund Growth, Invesco India ELSS Tax Saver Fund Growth, UTI ELSS Tax Saver Fund - Regular Plan - Growth. Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth has a sharpe ratio of 1.23 & a standard deviation of 14.28%.