Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl
Get the latest NAV of Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹35.42
1D
NAV as on 23 Mar 2026
15.8%/per year
Since Inception
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19 people have invested ₹ 79.5K in Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl in the last three months
Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (23-Mar-26)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Industrial & Consumer Cyclical
Financial Services
31%
Industrial
24%
Consumer Cyclical
17%
Financial Services
33%
Industrial
23%
Consumer Cyclical
16%
Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl Holdings Details
as on (28-Feb-26)
Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.67% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹4175 Cr |
| Inception Date | 21 January, 2015 |
| Min Lumpsum/SIP | ₹500/₹500 |
| Exit Load | 0% |
| Lock In | 3 Years |
TurnOver | 53.33% |
| Risk |   Very High Risk |
About Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl
Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl is an equity fund. This fund was started on 21 January, 2015. The fund is managed by Atul Mehra, Ajay Khandelwal, Rakesh Shetty, Ankit Agarwal. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl has ₹4175 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl has given a CAGR return of 15.80% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.26%, 22.95% and 17.89% respectively.
Holdings
Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Basic Materials, Tech, Real Estate, Health, Consumer Defensive. Its top holdings are Multi Commodity Exchange of India Ltd, Piramal Finance Ltd, Amber Enterprises India Ltd Ordinary Shares, Apar Industries Ltd, Eternal Ltd
Taxation
As it is a elss (tax savings) mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. There is a lock in period for Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl of 3 Years
Fund Manager
Atul Mehra
Fund Manager of Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl, since 1 October 2024
Ajay Khandelwal
Fund Manager of Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl, since 11 December 2023
Rakesh Shetty
Fund Manager of Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl, since 22 November 2022
Ankit Agarwal
Fund Manager of Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl, since 16 March 2026
- AUM of the fund stands at 4.2K Cr as of Feb'26
- AUM decreased by 13.6 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl
How do I invest in Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl?
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