Motilal Oswal Mutual Fund

Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth

₹ 51.97

NAV (Jul 28)

26.339%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within tax saving mutual funds.Save tax combined with inflation beating long term growth
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

View all 7 analysis

cheveron-blue

View Less

cheveron-blue
Scripbox Recommended Tax Saving Fund
recommended-badge
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn morecheveron-blue

Motilal Oswal ELSS Tax Saver Fund Regular Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

7,17,952

Wealth Gained

14,50,564

Total Corpus Created (₹)

With CAGR of 26.339 % in 5 years

Historical NAV

₹ 51.9685

NAV (Jul 28)

Fund Returns

Last 1Y
8.9%
Last 3Y
28.2%
Last 5Y
26.3%
Last 10Y
16.4%
Since Inception
17.1%
6 Month CAGR
11%

Scheme Information

Investment Objective

The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Expense Ratio
1.87 %
Launched 10Y ago
2015-01-21
AUM in Crores
4505.8
ISIN
INF247L01544
Lock-in (days)
1095
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation
18.5
Beta
1.1
Sharpe Ratio
0.7
star-circle

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal ELSS Tax Saver Fund (G)70%14,50,564 7,17,95226.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Zomato Ltd.

7.51%
7.508%

Trent Ltd.

6.69%
6.692%

Prestige Estates Projects Ltd.

5%
4.996%

Kalyan Jewellers India Ltd.

4.98%
4.981%

Suzlon Energy Ltd.

4.35%
4.354%
See all holdings
right-arrow

Allocation by Sector

Capital Goods

25.75%
25.75295%

Services

18.41%
18.408122%

Consumer Discretionary

10.2%
10.199997%

Financial

9.35%
9.346456%

Construction

6.8%
6.796394%
See all sectors
right-arrow
comparison

Comparison with Equity Funds

Fund NameFund Size

₹ 26,848 cr

₹ 72,336 cr

₹ 30,616 cr

₹ 79,584 cr

₹ 17,427 cr

amc-img

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal Mutual Fund's investment manager is Motilal Oswal Asset Management Company. Motilal Oswal AMC was incorporated in 2008 under the Companies Act, 1956. amc-img
Fund NameScripbox Opinion
Till Date CAGR

29.7%

22.5%

29.8%

23.5%

28.2%

17.1%

25%

17.5%

24.6%

25%

Motilal Oswal ELSS Tax Saver Fund Regular Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

7,17,952

Wealth Gained

14,50,564

Total Corpus Created (₹)

With CAGR of 26.339 % in 5 years

Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth Review

Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is a Tax Saving Equity fund and has delivered an annualised return of 17.12% over 10 years. The fund has grown over a period of 10 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Ajay Khandelwal, Atul Mehra, Niket Shah, Rakesh Shetty, Santosh Singh.

Nav of Motilal Oswal ELSS Tax Saver Fund as of 7/28/2025 is ₹51.97 with the total AUM as of 7/29/2025 is ₹4505.81. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal ELSS Tax Saver Fund was launched on 2015-01-21. The category risk of the fund is Very High.

The minimum SIP amount for Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

Motilal Oswal ELSS Tax Saver Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.

Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 8.87% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal ELSS Tax Saver Fund.

Frequently Asked Questions

What is Motilal Oswal ELSS Tax Saver Fund?

How to invest in Motilal Oswal ELSS Tax Saver Fund?

What is the minimum sip amount of Motilal Oswal ELSS Tax Saver Fund?

Is Motilal Oswal ELSS Tax Saver Fund Regular Plan good to invest in?

What is the expense ratio of the Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth?

What is the NAV of Motilal Oswal ELSS Tax Saver Fund?

Motilal Oswal ELSS Tax Saver Fund Regular Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

7,17,952

Wealth Gained

14,50,564

Total Corpus Created (₹)

With CAGR of 26.339 % in 5 years