Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth
- ELSS (Tax Savings)
- Equity
- Very High Risk
Explore On
Rating:
5
Key Metrics
Aum
₹4,658.52 Cr
Expense Ratio
1.99%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
21 Jan 2015
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.98% | -- |
| 3 Months | +13.04% | -- |
| 6 Months | +7.51% | -- |
| 1 Year | +3.88% | +3.88% |
| 2 Years | -- | +11.11% |
| 3 Years | +84.87% | +22.73% |
| 5 Years | +126.57% | +17.77% |
| Since Launch | +441.19% | +16.01% |
Holdings as on 8 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Multi Commodity Exchange Of India | 355.41 | 7.63 |
| Piramal Finance | 259.54 | 5.57 |
| Jain Resource Recycling | 229.99 | 4.94 |
| Apar Industries | 225.36 | 4.84 |
| Ather Energy | 215.16 | 4.62 |
| Onesource Specialty Pharma | 212.27 | 4.56 |
| Billionbrains Garage Ventures | 204.26 | 4.38 |
| ZEN Technologies Ltd | 203.63 | 4.37 |
| Amber Enterprises India | 197.68 | 4.24 |
| Waaree Energies | 195.78 | 4.20 |
Morning Star Rating
Rating:
5
Risk
Return
Risk & Volitility
0.86
Sharpe Ratio
21.44%
Std. Deviation
6.71%
Tracking Error
0.30%
Alpha
0.99
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth | +3.88% | +22.73% | +17.77% |
| HSBC ELSS Tax saver Fund Growth | +1.52% | +16.44% | +13.48% |
| Tata ELSS Fund Regular Growth | +1.64% | +13.73% | +12.53% |
| Franklin India ELSS Tax Saver Fund Growth | -7.05% | +13.37% | +12.28% |
| Parag Parikh ELSS Tax Saver Fund Regular Growth | -8.2% | +10.91% | +12.78% |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
The Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth has an AUM of 4658.52 crores & has delivered CAGR of 17.77 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.99%. The minimum investment in Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are High & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Multi Commodity Exchange Of India, Piramal Finance, Jain Resource Recycling, Apar Industries.
The major sectors where the fund is invested are Consumer Financial Services, Misc. Capital Goods, Investment Services, Semiconductors.
Some of the similar funds are Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth, HSBC ELSS Tax saver Fund Growth, Tata ELSS Fund Regular Growth, Franklin India ELSS Tax Saver Fund Growth, Parag Parikh ELSS Tax Saver Fund Regular Growth. Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth has a sharpe ratio of 0.86 & a standard deviation of 21.44%.
FAQs
According to the morning star rating Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth has a High risk & Exceptional return.
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is managed by Ajay Khandelwal,Ankit Agarwal,Rakesh Shetty,Atul Mehra.
The expense ratio of Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is 1.99%.
The 5 year annualized return on Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is 17.77% & it has generated 3.88% in the last 1 year.
The minimum investment in Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth is 500 Rs.
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth has an AUM of 4658.52 crores.
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