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Motilal Oswal ELSS Tax Saver Fund Direct IDCW
+20.98%
3Y annualised
0.00% 1D
NAV: 01 Apr '26
₹33.64
Min. for SIP
₹500
Fund size (AUM)
₹4,174.50 Cr
Expense ratio
0.69%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹56,115 | -6.48% | |
| 3 years | ₹1,80,000 | ₹1,99,480 | +10.82% | |
| 5 years | ₹3,00,000 | ₹4,21,342 | +40.45% | |
| 10 years | ₹6,00,000 | ₹13,62,345 | +127.06% |
Holdings (28)
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Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +21.0% | +17.0% | +17.2% | +16.0% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | 1 | 4 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Direct IDCW | +1.48% | +20.98% | 4,174.50 | |
SBI ELSS Tax Saver Fund Direct Plan IDCW | -3.63% | +19.64% | 32,171.48 | |
HDFC ELSS Tax Saver Fund Direct Plan IDCW | -3.50% | +16.94% | 16,618.14 | |
Franklin India ELSS Tax Saver Fund Direct IDCW | -5.38% | +14.94% | 6,406.52 | |
Bandhan ELSS Tax Saver Fund Direct Plan IDCW | -1.42% | +12.99% | 7,056.24 | |
| Compare | ||||
Fund management
AKAjay KhandelwalDec 2023 - PresentView details
AK
Ajay Khandelwal
Dec 2023 - Present
View details
AAAnkit AgarwalMar 2026 - PresentView details
AA
Ankit Agarwal
Mar 2026 - Present
View details
RSRakesh ShettyNov 2022 - PresentView details
RS
Rakesh Shetty
Nov 2022 - Present
View details
AMAtul MehraOct 2024 - PresentView details
AM
Atul Mehra
Oct 2024 - Present
View details
About Motilal Oswal ELSS Tax Saver Fund Direct IDCW
Motilal Oswal ELSS Tax Saver Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Ajay Khandelwal is the Current Fund Manager of Motilal Oswal ELSS Tax Saver Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,35,167 Cr and the Latest NAV as of 01 Apr 2026 is ₹33.64.
The Motilal Oswal ELSS Tax Saver Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500.
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Investment Objective
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#19 in India
Total AUM₹1,35,166.52 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,