Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth
Get the latest NAV of Motilal Oswal ELSS Tax Saver Fund Regular Plan 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.
₹53.24
▲0.3%1D
NAV as on 15 Jul 2025
17.3%/per year
Since Inception
▲▼
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (15-Jul-25)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth Asset Allocation
See fund asset allocation details as on (14-Jul-25)
Fund Distribution
as on (14-Jul-25)
Equity 99.2%
Debt & Cash 0.8%
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth Sector Allocation
See fund sector allocation details as on (14-Jul-25)
Sector Allocation
Equity 99.2%
Debt & Cash 0.8%
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 Regular Plan Growth Holdings Details
as on (30-Jun-25)
Equity
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.82% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹4506 Cr |
| Inception Date | 21 January, 2015 |
| Min Lumpsum/SIP | ₹500/₹500 |
| Exit Load | 0% |
| Lock In | 3 Years |
TurnOver | 73.88% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is an equity fund. This fund was started on 21 January, 2015. The fund is managed by Ajay Khandelwal. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth has ₹4506 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
- The fund has an expense ratio 1.8.
Returns
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth has given a CAGR return of 17.30% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.61%, 30.56% and 27.51% respectively.
Holdings
Motilal Oswal ELSS Tax Saver Fund Regular Plan 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, Multi Commodity Exchange of India Ltd, Trent Ltd, Bharat Dynamics Ltd Ordinary Shares, 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 Regular Plan 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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
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 Regular Plan Growth of 3 Years
Fund Manager
Ajay Khandelwal
Fund Manager of Motilal Oswal ELSS Tax Saver Fund Regular Plan 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
▲ 31.75
5Y CAGR
▲ 37.64
5Y CAGR
▲ 29.10
5Y CAGR
▲ 22.36
Frequently Asked Questions for Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth
How do I invest in Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth?
- Download the INDmoney app.
- Search for ‘Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth’.
- 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.