Motilal Oswal ELSS Tax Saver Fund Direct Growth
Get the latest NAV of Motilal Oswal ELSS Tax Saver Fund Direct Growth. 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.
₹57.30
▲0.5%1D
NAV as on 12 Aug 2025
18.08%/per year
Since Inception
▲▼
12769 people have invested ₹ 5.3Cr in Motilal Oswal ELSS Tax Saver Fund Direct Growth in the last three months
Motilal Oswal ELSS Tax Saver Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (12-Aug-25)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Motilal Oswal ELSS Tax Saver Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 7 out of 23 mutual funds in the elss (tax savings) category as per INDmoney.
Motilal Oswal ELSS Tax Saver Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal ELSS Tax Saver Fund Asset Allocation
See fund asset allocation details as on (14-Jul-25)
Fund Distribution
as on (14-Jul-25)
Equity 98.3%
Debt & Cash 1.7%
Motilal Oswal ELSS Tax Saver Fund Sector Allocation
See fund sector allocation details as on (14-Jul-25)
Sector Allocation
Equity 98.3%
Debt & Cash 1.7%
Top 3 Sectors in June were Industrial, Consumer Cyclical & Financial Services
Industrial
36%
Financial Services
21%
Consumer Cyclical
19%
Industrial
38%
Consumer Cyclical
21%
Financial Services
18%
Motilal Oswal ELSS Tax Saver Fund Holdings Details
as on (31-Jul-25)
Equity
Motilal Oswal ELSS Tax Saver Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.64% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹4402 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 Fund
Motilal Oswal ELSS Tax Saver Fund Direct Growth is an equity fund. This fund was started on 21 January, 2015. The fund is managed by Rakesh Shetty, Atul Mehra, Ajay Khandelwal. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal ELSS Tax Saver Fund Direct Growth has ₹4402 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
Motilal Oswal ELSS Tax Saver Fund Direct Growth has given a CAGR return of 18.08% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.01%, 25.96% and 26.79% respectively.
Holdings
Motilal Oswal ELSS Tax Saver Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Consumer Cyclical, Tech, Basic Materials, Real Estate, Health, Communication. Its top holdings are Eternal Ltd, Prestige Estates Projects Ltd, Amber Enterprises India Ltd Ordinary Shares, Multi Commodity Exchange of India Ltd, Kaynes Technology India 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 Fund Direct Growth
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 Fund Direct Growth of 3 Years
Fund Manager
Rakesh Shetty
Fund Manager of Motilal Oswal ELSS Tax Saver Fund Direct Growth, since 22 November 2022
Atul Mehra
Fund Manager of Motilal Oswal ELSS Tax Saver Fund Direct Growth, since 1 October 2024
Ajay Khandelwal
Fund Manager of Motilal Oswal ELSS Tax Saver Fund Direct Growth, since 11 December 2023
- AUM of the fund stands at 4.5K Cr as of Jun'25
- AUM increased by 146.2 Cr between Jun'25 and May'25
More funds from Motilal Oswal
5Y CAGR
▲ 35.12
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▲ 29.96
5Y CAGR
▲ 19.52
5Y CAGR
▲ 19.71
Compare Motilal Oswal ELSS Tax Saver Fund
Motilal Oswal ELSS Tax Saver Fund
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Axis ELSS Tax Saver Fund Direct Growth
Frequently Asked Questions for Motilal Oswal ELSS Tax Saver Fund Direct Growth
How do I invest in Motilal Oswal ELSS Tax Saver Fund?
- Download the INDmoney app.
- Search for ‘Motilal Oswal ELSS Tax Saver Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.