Motilal Oswal ELSS Tax Saver Fund Direct Growth

Motilal Oswal ELSS Tax Saver Fund Direct Growth

+23.36%
3Y annualised
-0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar '26
₹55.05
Min. for SIP
₹500
Fund size
₹4,174.50 Cr
Expense ratio
0.67%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,915
-3.48%
3 years₹1,80,000₹2,07,662
+15.37%
5 years₹3,00,000₹4,39,661
+46.55%
10 years₹6,00,000₹14,22,858
+137.14%

Holdings (28)

NameSectorInstrumentsAssets
Multi Commodity Exchange Of India Ltd.ServicesEquity7.59%
Piramal Finance Ltd.FinancialEquity6.32%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity4.95%
Apar Industries Ltd.Consumer StaplesEquity4.94%
Eternal Ltd.ServicesEquity4.72%
PTC Industries Ltd.Metals & MiningEquity4.61%
Jain Resource Recycling Ltd.Metals & MiningEquity4.49%
Muthoot Finance Ltd.FinancialEquity4.39%
Billionbrains Garage Ventures Ltd.FinancialEquity4.29%
Waaree Energies Ltd.EnergyEquity3.79%
Ather Energy Ltd.AutomobileEquity3.63%
Bharat Electronics Ltd.Capital GoodsEquity3.58%
One97 Communications Ltd.ServicesEquity3.56%
Shriram Finance LtdFinancialEquity3.47%
Prestige Estates Projects Ltd.ConstructionEquity3.41%
Gujarat Fluorochemicals Ltd.ChemicalsEquity3.34%
Bharat Dynamics Ltd.Capital GoodsEquity3.01%
Onesource Specialty Pharma Ltd.HealthcareEquity2.99%
Zen Technologies Ltd.TechnologyEquity2.96%
Suzlon Energy Ltd.Capital GoodsEquity2.52%
Premier Energies Ltd.EnergyEquity2.46%
Religare Enterprises Ltd.FinancialEquity2.28%
KSB Ltd.Capital GoodsEquity2.27%
International Gemmological Institute (India) Ltd.Consumer DiscretionaryEquity2.26%
Angel One Ltd.FinancialEquity2.10%
K.P.R. Mill Ltd.TextilesEquity2.06%
Ola Electric Mobility Ltd.AutomobileEquity1.81%
Physicswallah Ltd.ServicesEquity1.24%
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+23.4%+18.2%+17.9%+16.5%
Category average (Equity ELSS)+16.4%+16.5%+14.0%--
Rank (Equity ELSS)133--

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

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 20 Mar 2026 is ₹55.05. 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,