Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

The investment objective of the scheme is to generate long-term capital appreciation from adiversified 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option 16.24 22.60 17.11 32.60 30.18 18.90
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 21, 2015 17.11 32.60 30.18 0.64 4,359.64
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 12.20 19.63 23.85 1.08 14,363.91
Quant ELSS Tax Saver Fund-Growth Option-Direct Plan Jan 07, 2013 -5.11 20.98 35.88 0.52 11,329.06
Kotak ELSS Tax Saver Fund-Growth - Direct Jan 01, 2013 4.18 21.51 25.43 0.63 6,266.40
Parag Parikh ELSS Tax Saver Fund- Direct Growth Jul 24, 2019 16.30 22.52 27.64 0.62 5,294.26
Tata ELSS Tax Saver Fund-Growth-Direct Plan Oct 13, 2014 11.29 20.59 24.48 0.71 4,582.40

Fund Holdings as on 31-May-2025

  • Trent Limited

  • Eternal Limited

  • Bharat Dynamics Limited

  • Kaynes Technology India Limited

  • Suzlon Energy Limited

  • Inox Wind Limited

  • Amber Enterprises India Limited

  • Multi Commodity Exchange of India Limited

  • Prestige Estates Projects Limited

  • Bharat Electronics Limited

  • Kalyan Jewellers India Limited

  • Gujarat Fluorochemicals Limited

  • Zen Technologies Limited

  • PTC Industries Limited

  • Premier Energies Limited

  • Waaree Energies Limited

  • CG Power and Industrial Solutions Limited

  • Piramal Enterprises Limited

  • Bajaj Finance Limited

  • Onesource Specialty Pharma Limited

  • Apar Industries Limited

  • Angel One Limited

  • The Phoenix Mills Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Religare Enterprises Limited

  • Hindustan Aeronautics Limited

  • KSB Limited

  • Dixon Technologies (India) Limited

  • International Gemmological Institute India Ltd

  • Samvardhana Motherson International Limited

  • Net Receivables / (Payables)

  • K.P.R. Mill Limited

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  • Electric Equipment

  • Defence

  • Finance - NBFC

  • Electronics - Components

  • Finance - Stock Broking

  • Construction - Real Estate

  • Retailing

  • e-Commerce

  • Air Conditioners

  • Diamond & Jewellery

  • Chemicals

  • Castings/Forgings

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Compressors / Pumps

  • Consumer Durables - Electronics

  • Business Support

  • Auto Ancillary

  • Miscellaneous

  • Textile

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal ELSS Tax Saver Fund

Scheme Analysis

Motilal Oswal ELSS Tax Saver Fund is a Equity - ELSS fund and belongs to Motilal Oswal Mutual Fund. It was launched on 21-Jan-2015 and currently has an AUM of ₹4,359.64 crore. Motilal Oswal ELSS Tax Saver Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Motilal Oswal ELSS Tax Saver Fund ended up ₹0.02(0.04%)yesterday to ₹60.4169.

Among its top 3 holdings the fund has exposure to Trent Limited, and

The Motilal Oswal ELSS Tax Saver Fund is managed by Ajay Khandelwal and Rakesh Shetty.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161