AK
Aditya KhemaniFund Manager Since 6 Sept 2019
EquityELSS (Tax Savings)
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
3Y Annualised
21.74%
0.80% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-5.47%
0.80% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 6 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹3405.01 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
9.81%
4th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
9.78%
5th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
9.78%
215th
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
-5.47%
Fund Managers
AM
Abhiroop MukherjeeFund Manager Since 21 Jan 2015
About Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth is a Equity mutual fund scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. This fund has been in existence for 10 years, having been launched on 2015-01-21. Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth has ₹3405.01 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth as of Tue Mar 11 2025 is ₹48.5518. The fund has an expense ratio of 0.7%, which is medium comparable to most other Equity funds.
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth returns for the last 1 year are 7.66%. Since launch, it has delivered 16.87% average annual returns.
The Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth has the majority of its money invested in Consumer Cyclical, Basic Materials, Technology, Industrials, Financial Services sectors.
Top 5 Holdings of Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth.
- Zomato Ltd: 6.47%
- Trent Ltd: 6.06%
- Gujarat Fluorochemicals Ltd Ordinary Shares: 4.30%
- Kalyan Jewellers India Ltd: 4.26%
- Amber Enterprises India Ltd Ordinary Shares: 3.89%
AMC Information
| Name | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
|---|---|
| Founding Date | 2015-01-21 |
| mfservice@motilaloswal.com | |
| Phone | +91 22 39804263 |
| Website | www.motilaloswalmf.com |
| Address | Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi, |
Tax Implications of Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Motilal Oswal Asset Management Company Limited - Portfolio Managers
Motilal Oswal Focused Regular Growth
EquityFocused Fund
3Y CAGR
6.97%
expense ratio
2.14%
fund size
₹1503.81 Cr
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
3Y CAGR
7.31%
expense ratio
0.99%
fund size
₹1011.12 Cr
Motilal Oswal Nifty 50 ETF
EquityLarge-Cap
3Y CAGR
11.87%
expense ratio
0.06%
fund size
₹48.91 Cr
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
21.74%
expense ratio
0.70%
fund size
₹3405.01 Cr
Motilal Oswal Focused Direct Growth
EquityFocused Fund
3Y CAGR
8.21%
expense ratio
1.01%
fund size
₹1503.81 Cr
FAQs
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