Motilal Oswal ELSS Tax Saver Fund Direct Growth

Motilal Oswal ELSS Tax Saver Fund Direct Growth

ELSS • 3Y Lock-in
Equity
ELSS
Very High Risk
+24.18%
3Y annualised
+0.37% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹57.60
Min. SIP amount
₹500
Fund size
₹4,341.48 Cr
Expense ratio
0.64%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,242
+2.07%
3 years₹1,80,000₹2,25,671
+25.37%
5 years₹3,00,000₹4,73,812
+57.94%
10 years₹6,00,000₹15,33,671
+155.61%

Holdings (30)

NameSectorInstrumentsAssets
Multi Commodity Exchange Of India Ltd.ServicesEquity6.65%
Eternal Ltd.ServicesEquity5.12%
Piramal Finance Ltd.FinancialEquity4.88%
Muthoot Finance Ltd.FinancialEquity4.80%
PTC Industries Ltd.Metals & MiningEquity4.29%
One97 Communications Ltd.ServicesEquity4.04%
Waaree Energies Ltd.EnergyEquity3.99%
Prestige Estates Projects Ltd.ConstructionEquity3.96%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity3.81%
Apar Industries Ltd.Consumer StaplesEquity3.75%
Billionbrains Garage Ventures Ltd.FinancialEquity3.65%
Onesource Specialty Pharma Ltd.HealthcareEquity3.54%
Bharat Dynamics Ltd.Capital GoodsEquity3.46%
Ather Energy Ltd.AutomobileEquity3.38%
Gujarat Fluorochemicals Ltd.ChemicalsEquity3.38%
Bharat Electronics Ltd.Capital GoodsEquity3.31%
Suzlon Energy Ltd.Capital GoodsEquity3.00%
Jain Resource Recycling Ltd.Metals & MiningEquity2.72%
Religare Enterprises Ltd.FinancialEquity2.55%
Premier Energies Ltd.EnergyEquity2.52%
Shriram Finance LtdFinancialEquity2.30%
Ola Electric Mobility Ltd.AutomobileEquity2.21%
International Gemmological Institute (India) Ltd.Consumer DiscretionaryEquity2.20%
Zen Technologies Ltd.TechnologyEquity2.17%
KSB Ltd.Capital GoodsEquity2.14%
K.P.R. Mill Ltd.TextilesEquity2.03%
Angel One Ltd.FinancialEquity2.03%
PB Fintech Ltd.ServicesEquity1.99%
Physicswallah Ltd.ServicesEquity1.96%
Inox Wind Ltd.Capital GoodsEquity1.14%
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+24.2%+20.3%+18.1%+17.3%
Category average (Equity ELSS)+16.4%+16.5%+14.0%--
Rank (Equity ELSS)143--

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

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 ₹1,37,515 Cr and the Latest NAV as of 16 Jan 2026 is ₹57.60. 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₹1,37,514.94 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mailNA
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,