• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal ELSS Tax Saver Fund (Growth)

Formerly Motilal Oswal L/T Equity Reg Gr

Motilal Oswal Mutual Fund

Motilal Oswal ELSS Tax Saver Fund (Growth)

EquityTax Saving

38.7316

NAV (Mar 18)

17.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Tax Saving Fund
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 more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

38.7316

NAV (Mar 18)

Fund Returns

Last 1Y
47.8%
Last 3Y
20.4%
Last 5Y
17.8%
Last 10Y
NA
Since Inception
16%
6 Month CAGR
17%

Scheme Information

Investment Objective

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.

Expense Ratio
1.87
Launched (9y ago)
Jan 21, 2015
AUM in Crores
3119.692
ISIN
INF247L01544
Lock-in
3
Benchmark
Nifty 500 TR INR
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
13.7
Standard Deviation (5yr)
19.6
Beta (3yr)
0.93
Beta (5yr)
0.97
Sharpe Ratio (3yr)
1.198
Sharpe Ratio (5yr)
0.799
YTM
0
Fund Managers

Niket Shah

Fund Manager

Rakesh Shetty

Fund Manager

Ajay Khandelwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal ELSS Tax Saver Fund (Growth)70%11,46,592 4,13,98017.8%
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 and Holdings

Last updated on 2024-03-18

Top Stock Holdings

zomato ltd

6.9%
6.9%

jio financial services ltd

6.8%
6.8%

trent ltd

5.9%
5.9%

global health ltd

5.4%
5.4%

indusind bank ltd

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

25.6%
25.6%

industrials

25.5%
25.5%

consumer cyclical

17%
17%

healthcare

12.1%
12.1%

real estate

7%
7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,756 cr

₹ 14,147 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 44,394 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
022-39804263
mfservice@motilaloswal.com
Fund NameScripbox Opinion
Till Date CAGR

31.4%

22.3%

15.3%

23.3%

29.5%

20.2%

29.5%

20.2%

20.4%

16%

Motilal Oswal ELSS Tax Saver Fund (G) Review

Motilal Oswal ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 16% over a period of 9 years. The fund was previously known as Motilal Oswal L/T Equity Reg Gr. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ajay Khandelwal, Niket Shah, Rakesh Shetty.

Nav of Motilal Oswal ELSS Tax Saver Fund (G) as of 3/18/2024 is ₹38.73 with the total AUM as of 3/19/2024 is ₹3119.692. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal ELSS Tax Saver Fund (G) was launched on Jan 21, 2015. The category risk of the fund is Very High Risk.

The minimum SIP amount for Motilal Oswal ELSS Tax Saver Fund (G) 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 (G) 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 TR INR.

Motilal Oswal ELSS Tax Saver Fund (G) is rated as a 2 fund in Equity and delivered 47.8% 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 (G).

Frequently Asked Questions

What is Motilal Oswal ELSS Tax Saver Fund (G)?

Motilal Oswal ELSS Tax Saver Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal ELSS Tax Saver Fund (G)?

You can invest in Motilal Oswal ELSS Tax Saver Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

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

The minimum sip amount for Motilal Oswal ELSS Tax Saver Fund (G) is ₹500. You can invest in multiples of ₹500.

Is Motilal Oswal ELSS Tax Saver Fund (G) good to invest in?

As per Scripbox experts, Motilal Oswal ELSS Tax Saver Fund (G) is a Neutral fund. You can investMotilal Oswal ELSS Tax Saver Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Motilal Oswal ELSS Tax Saver Fund (G)?

The expense ratio of the Motilal Oswal ELSS Tax Saver Fund (G) is 1.87% for regular plan.