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NAV: 05 Sep 2025
₹58.20
Rating
4
Min. SIP amount
₹500
Fund size
₹4,401.97Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (33)
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Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -2.3% | 25.7% | 26.5% | 18.0% |
| Category average | -3.6% | 16.2% | 20.4% | NA |
| Rank with in category | 20 | 1 | 2 | NA |
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Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | 5 | -2.7% | 24.1% | 30,271.16 |
HDFC ELSS Tax Saver Fund Direct Plan Growth | 5 | 3.1% | 22.1% | 16,579.03 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 4.2% | 19.6% | 5,538.01 |
Quantum ELSS Tax Saver Fund Direct Growth | 4 | -1.8% | 17.8% | 220.68 |
Bandhan ELSS Tax Saver Fund Direct Plan Growth | 4 | -4.1% | 16.1% | 6,973.73 |
Expense ratio, exit load and tax
Expense ratio: 0.64%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (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%.
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Check past data
Fund management
Ajay KhandelwalDec 2023 - PresentView details
Ajay Khandelwal
Dec 2023 - Present
View details
Education
Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Also manages these schemes
Rakesh ShettyNov 2022 - PresentView details
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
Atul MehraOct 2024 - PresentView details
Atul Mehra
Oct 2024 - Present
View details
Education
Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NAWebsite
www.motilaloswalmf.com
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity ELSS
Pros
Exit load is zero
Lower expense ratio: 0.64%
Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Higher alpha: 8.22
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
Cons
Lock-in period: 3Y
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Motilal Oswal ELSS Tax Saver Fund Direct Growth
VS
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