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Motilal Oswal ELSS Tax Saver Fund Direct growth
Equity • ELSS (Tax Savings) • Direct growth
Tax benefits
80C tax exemptions
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
ELSS (Tax Savings)
Direct growth
Launched On
21 Jan 2015
10 years ago
Lock-in Period
3 years
NAV
as of 30 Jan 2025
₹52.59
+3.6232% (1.90)
AUM
₹4,187 Cr
Expense ratio
0.64%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Asset split
Equity98.95%
Cash1.05%
What's in this fund?
Sectors
Holdings
Industrials
Consumer Cyclical
Financial Services
Technology
Real Estate
Fund House
Motilal
Inc: 28 Jul 2010 • Total AUM: ₹61,987 Cr • Rank #20Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsors. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.
Fund Managers
Ajay Khandelwal
Experience: 1.14 yrs • Total AUM: 3,53,561 Cr
Rakesh Shetty
Experience: 2.19 yrs • Total AUM: 4,23,049 Cr
Atul Mehra
Experience: 0.98 yrs • Total AUM: 1,96,253 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
DSP ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
17.78%
Expense ratio
0.73%
Returns vs category
Risk vs category
Kotak ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
16.43%
Expense ratio
0.62%
Returns vs category
Risk vs category
Tata ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
15.20%
Expense ratio
0.71%
Returns vs category
Risk vs category
Bandhan ELSS Tax saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
14.43%
Expense ratio
0.66%
Returns vs category
Risk vs category
Mirae Asset ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
14.13%
Expense ratio
0.61%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.