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Business News/Market/Market Stats/    Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth

Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth

+
  • Equity
  • ELSS (Tax Savings)
  • Rating 4
  • Plan
40.33 +0.03 (0.08%) NAV as on 29 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3025.82
  • CAGR 51.00%
  • Exit Load0.00%
  • Expense ratio1.85%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2015-01-21

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 01 March 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.30%
  • Beta 0.99
  • Sharpe Ratio1.27
  • Std Deviation 14.08%
  • Tracking Error 6.71%

About Fund

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 3025.82 crores & has delivered CAGR of 20.37% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.85%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include Zomato, Global Health, Jio Financial Services & Indusind Bank.

 

The major sectors where the fund is invested are Healthcare Facilities, Regional Banks, Investment Services & Electronic Instr. & Controls.

 

Some of the similar funds are Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth, HSBC ELSS Tax saver Fund Growth, Invesco India ELSS Tax Saver Fund Growth, Parag Parikh ELSS Tax Saver 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 1.27 & a standard deviation of 14.08%.

FAQs about Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth

According to the morning star rating Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth has a Moderate risk & Exceptional return.
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is managed by Ajay Khandelwal,Niket Shah,Rakesh Shetty.
The expense ratio of Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is 1.85%.
The 5 year annualized return on Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is 20.37% & it has generated 51.00% in the last 1 year.
The minimum investment in Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is 500 Rs.
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth has an AUM of 3025.82 crores.
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