Motilal Oswal ELSS Tax Saver Fund Direct Growth

Motilal Oswal ELSS Tax Saver Fund Direct Growth

+25.42%
3Y annualised
+2.51% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Apr '26
₹58.89
Min. for SIP
₹500
Fund size (AUM)
₹3,968.68 Cr
Expense ratio
0.69%
Rating
5

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,327
+2.21%
3 years₹1,80,000₹2,18,101
+21.17%
5 years₹3,00,000₹4,65,224
+55.07%
10 years₹6,00,000₹15,05,927
+150.99%

Holdings (25)

NameSectorInstrumentsAssets
Multi Commodity Exchange Of India Ltd.ServicesEquity7.80%
Piramal Finance Ltd.FinancialEquity6.00%
Jain Resource Recycling Ltd.Metals & MiningEquity5.76%
Apar Industries Ltd.Consumer StaplesEquity5.37%
Waaree Energies Ltd.EnergyEquity4.92%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity4.56%
Onesource Specialty Pharma Ltd.HealthcareEquity4.53%
Billionbrains Garage Ventures Ltd.FinancialEquity4.43%
Ather Energy Ltd.AutomobileEquity4.37%
Muthoot Finance Ltd.FinancialEquity4.35%
PTC Industries Ltd.Metals & MiningEquity4.35%
Bharat Electronics Ltd.Capital GoodsEquity3.96%
Zen Technologies Ltd.TechnologyEquity3.93%
Shriram Finance LtdFinancialEquity3.79%
Gujarat Fluorochemicals Ltd.ChemicalsEquity3.52%
Premier Energies Ltd.EnergyEquity3.49%
One97 Communications Ltd.ServicesEquity3.37%
Bharat Dynamics Ltd.Capital GoodsEquity3.28%
Suzlon Energy Ltd.Capital GoodsEquity3.24%
Prestige Estates Projects Ltd.ConstructionEquity2.90%
International Gemmological Institute (India) Ltd.Consumer DiscretionaryEquity2.63%
KSB Ltd.Capital GoodsEquity2.47%
Religare Enterprises Ltd.FinancialEquity2.29%
K.P.R. Mill Ltd.TextilesEquity2.01%
Ola Electric Mobility Ltd.AutomobileEquity1.96%
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
Name3Y5Y10YAll
Fund returns+25.4%+19.5%+18.6%+17.1%
Category average (Equity ELSS)+16.4%+16.5%+14.0%--
Rank (Equity ELSS)113--

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

Fund management

AA
Ankit Agarwal
Mar 2026 - Present
View details

Education
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Experience
Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

RS
Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

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 ₹1,35,167 Cr and the Latest NAV as of 10 Apr 2026 is ₹58.89. 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. ;

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
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,