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  • Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option

Category: Equity: ELSS

Launch Date: 05-01-2015

Riskometer: Very High

NAV as on 16-05-2025

₹ 50.6566

₹ 0.91 ( 1.8013%)

CAGR Since Inception

16.91%

NIFTY 500 TRI 12.54%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

Ajay Khandelwal, Niket Shah, Rakesh Shetty

Investment Objective

The scheme seeks to provide capital appreciation by investing in a well diversified portfolio of equity and equity related securities

Benchmark

NIFTY 500 TRI

Expense Ratio

1.82% As on (30-04-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

389.67 Cr As on (30-04-2025)

PERFORMANCE of Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 16-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 14.86 29.83 29.21 17.03 16.91
NIFTY 500 TRI 10.26 20.17 26.2 14.09 12.54
Equity: ELSS 9.17 20.56 25.1 13.65 14.99
Nav Movement
RETURNS CALCULATOR for Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 13.65 0.86 5.59 1.13 - -
Equity: ELSS - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Motilal Oswal ELSS Tax Saver Fund Reg Gr 29.21
HSBC Tax Saver Equity Gr 26.12
Parag Parikh ELSS Tax Saver Reg Gr 27.98
DSP ELSS Tax Saver Reg Gr 28.04
WhiteOak Capital ELSS Tax Saver Fund Reg Gr 0.0
HDFC ELSS Tax saver Gr 29.7
PGIM India ELSS Tax Saver Reg Gr 24.7
LIC MF ELSS Tax Saver Reg Gr 22.03
ICICI Prudential ELSS Tax Saver Fund Gr 25.2
Franklin India ELSS Tax Saver Gr 29.0
Asset Allocation
Sectors
Sector Holdings (%)
Capital Goods 40.39
Financial Services 17.41
Consumer Services 11.56
Consumer Durables 10.24
Realty 7.01
Chemicals 4.18
Healthcare 2.8
Automobile and Auto Components 2.19
N/A 2.14
Services 2.08
Portfolio Holdings
Company Holdings (%)
ZOMATO LIMITED EQ 5.92
TRENT LIMITED EQ NEW FV Re. 1/- 5.64
KAYNES TECHNOLOGY INDIA LIMITED EQ 4.39
GUJARAT FLUOROCHEMICALS LIMITED EQ 4.18
Bharat Dynamics Limited 4.15
AMBER ENTERPRISES INDIA LIMITED EQ 3.8
PRESTIGE ESTATES PROJECTS LIMITED EQ 3.72
MCX INDIA LIMITED EQ NEW RS. 10/- 3.7
SUZLON ENERGY LIMITED EQ. NEW RS. 2/- 3.58
KALYAN JEWELLERS INDIA LIMITED EQ 3.58
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