Motilal Oswal ELSS Tax Saver Fund Growth

Motilal Oswal ELSS Tax Saver Fund Growth

ELSS • 3Y Lock-in
Equity
ELSS
Very High Risk
+21.92%
3Y annualised
-0.41% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Feb '26
₹48.36
Min. for SIP
Not Supported
Fund size
₹4,188.13 Cr
Expense ratio
1.82%

Holdings (29)

NameSectorInstrumentsAssets
Multi Commodity Exchange Of India Ltd.ServicesEquity7.82%
Piramal Finance Ltd.FinancialEquity5.84%
Eternal Ltd.ServicesEquity5.23%
Muthoot Finance Ltd.FinancialEquity5.00%
Billionbrains Garage Ventures Ltd.FinancialEquity4.63%
PTC Industries Ltd.Metals & MiningEquity4.43%
Waaree Energies Ltd.EnergyEquity3.89%
Bharat Electronics Ltd.Capital GoodsEquity3.86%
Jain Resource Recycling Ltd.Metals & MiningEquity3.80%
Prestige Estates Projects Ltd.ConstructionEquity3.76%
Bharat Dynamics Ltd.Capital GoodsEquity3.76%
Apar Industries Ltd.Consumer StaplesEquity3.71%
One97 Communications Ltd.ServicesEquity3.67%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity3.53%
Ather Energy Ltd.AutomobileEquity3.07%
Shriram Finance LtdFinancialEquity3.07%
Gujarat Fluorochemicals Ltd.ChemicalsEquity2.92%
Suzlon Energy Ltd.Capital GoodsEquity2.81%
Onesource Specialty Pharma Ltd.HealthcareEquity2.64%
Religare Enterprises Ltd.FinancialEquity2.55%
Zen Technologies Ltd.TechnologyEquity2.33%
Ola Electric Mobility Ltd.AutomobileEquity2.31%
Angel One Ltd.FinancialEquity2.28%
Premier Energies Ltd.EnergyEquity2.23%
International Gemmological Institute (India) Ltd.Consumer DiscretionaryEquity2.12%
KSB Ltd.Capital GoodsEquity2.08%
K.P.R. Mill Ltd.TextilesEquity1.94%
PB Fintech Ltd.ServicesEquity1.87%
Physicswallah Ltd.ServicesEquity1.83%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+21.9%+17.2%+17.3%+15.2%
Category average (Equity ELSS)+16.4%+16.5%+14.0%--
Rank (Equity ELSS)255--

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

Name1Y3YFund Size(Cr)
SBI ELSS Tax Saver Fund Growth
SBI ELSS Tax Saver Fund Growth
+15.44%+24.19%31,861.52
HDFC ELSS Tax Saver Fund Growth
HDFC ELSS Tax Saver Fund Growth
+16.05%+21.59%16,749.21
WhiteOak Capital ELSS Tax Saver Fund Growth
WhiteOak Capital ELSS Tax Saver Fund Growth
+13.44%+20.38%437.94
Franklin India ELSS Tax Saver Fund Growth
Franklin India ELSS Tax Saver Fund Growth
+12.15%+18.70%6,440.15
Parag Parikh ELSS Tax Saver Fund Growth
Parag Parikh ELSS Tax Saver Fund Growth
+6.54%+15.32%5,768.08
Compare

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 Growth

Motilal Oswal ELSS Tax Saver Fund 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 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 ₹48.36. The Motilal Oswal ELSS Tax Saver Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹1,36,181.42 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,