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Motilal Oswal ELSS Tax Saver Fund Direct Growth
ELSS • 3Y Lock-in
Equity
ELSS
Very High Risk
+23.37%
3Y annualised
-0.40% 1D
NAV: 27 Feb '26
₹55.81
Min. for SIP
₹500
Fund size
₹4,188.13 Cr
Expense ratio
0.67%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,478 | -0.87% | |
| 3 years | ₹1,80,000 | ₹2,13,932 | +18.85% | |
| 5 years | ₹3,00,000 | ₹4,50,216 | +50.07% | |
| 10 years | ₹6,00,000 | ₹14,58,281 | +143.05% |
Holdings (29)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 7.82% |
| Piramal Finance Ltd. | Financial | Equity | 5.84% |
| Eternal Ltd. | Services | Equity | 5.23% |
| Muthoot Finance Ltd. | Financial | Equity | 5.00% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 4.63% |
| PTC Industries Ltd. | Metals & Mining | Equity | 4.43% |
| Waaree Energies Ltd. | Energy | Equity | 3.89% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 3.86% |
| Jain Resource Recycling Ltd. | Metals & Mining | Equity | 3.80% |
| Prestige Estates Projects Ltd. | Construction | Equity | 3.76% |
| Bharat Dynamics Ltd. | Capital Goods | Equity | 3.76% |
| Apar Industries Ltd. | Consumer Staples | Equity | 3.71% |
| One97 Communications Ltd. | Services | Equity | 3.67% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 3.53% |
| Ather Energy Ltd. | Automobile | Equity | 3.07% |
| Shriram Finance Ltd | Financial | Equity | 3.07% |
| Gujarat Fluorochemicals Ltd. | Chemicals | Equity | 2.92% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 2.81% |
| Onesource Specialty Pharma Ltd. | Healthcare | Equity | 2.64% |
| Religare Enterprises Ltd. | Financial | Equity | 2.55% |
| Zen Technologies Ltd. | Technology | Equity | 2.33% |
| Ola Electric Mobility Ltd. | Automobile | Equity | 2.31% |
| Angel One Ltd. | Financial | Equity | 2.28% |
| Premier Energies Ltd. | Energy | Equity | 2.23% |
| International Gemmological Institute (India) Ltd. | Consumer Discretionary | Equity | 2.12% |
| KSB Ltd. | Capital Goods | Equity | 2.08% |
| K.P.R. Mill Ltd. | Textiles | Equity | 1.94% |
| PB Fintech Ltd. | Services | Equity | 1.87% |
| Physicswallah Ltd. | Services | Equity | 1.83% |
See All
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 | +23.4% | +18.6% | +18.8% | +16.7% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | 2 | 4 | 5 | -- |
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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | +16.17% | +25.03% | 31,861.52 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +15.33% | +22.40% | 437.94 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | +16.77% | +22.33% | 16,749.21 | |
Quantum ELSS Tax Saver Fund Direct Growth | +9.21% | +17.83% | 221.03 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | +7.71% | +16.59% | 5,768.08 | |
| Compare | ||||
Fund management
AKAjay KhandelwalDec 2023 - PresentView details
AK
Ajay Khandelwal
Dec 2023 - 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 Growth
Motilal Oswal ELSS Tax Saver Fund Direct Growth 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,36,181 Cr and the Latest NAV as of 27 Feb 2026 is ₹55.81.
The Motilal Oswal ELSS Tax Saver Fund Direct Growth 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₹1,36,181.42 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,