Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth

• Alpha 0.30%
• Beta 0.99
• Sharpe Ratio0.93
• Std Deviation 18.83%
• 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.

The Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth has an AUM of 4444.22 crores & has delivered CAGR of 21.13% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.80%. 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 High & Exceptional respectively.

The top holdings of the fund include Eternal, Multi Commodity Exchange Of India, Muthoot Finance & Piramal Finance.

The major sectors where the fund is invested are Misc. Capital Goods, Investment Services, Consumer Financial Services & Electronic Instr. & Controls.

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, Tata ELSS Fund Regular Growth, UTI ELSS Tax Saver Fund - Regular Plan - Growth. Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth has a sharpe ratio of 0.93 & a standard deviation of 18.83%.