Mutual Fund Details

Motilal Oswal ELSS Tax Saver Fund Direct-Growth

Name: Motilal Oswal ELSS Tax Saver Fund Direct-Growth
Brand: Motilal Oswal Mutual Fund

Tax Saver ELSS

NAV

₹62.6942

as on 20 Dec 2024, 11:48 PM

₹-1.1346(1.78%)

Last Change

Scheme Ratings

ELSS

3Y Returns

rated by Value Research

ELSS

Rankings based on 3Y Returns | as on 18 Nov 2024

Motilal Oswal ELSS Tax Saver Fund Direct-Growth

30.63%

SBI Long Term Equity Fund Direct Plan-Growth

26.72%

HDFC ELSS Tax Saver Direct Plan-Growth

23.52%

Parag Parikh ELSS Tax Saver Fund Direct - Growth

19.97%

Quant ELSS Tax Saver Fund Direct-Growth

20.29%

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹2,15,123

₹2,23,068

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹1,23,068

Profit (absolute return)

123.07%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

0.47%

In the last 6 months

15.67%

In the last 1 year

53.00%

In the last 3 years

123.07%

In the last 5 years

214.51%

In the last 10 years

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Motilal Oswal ELSS Tax Saver Fund Direct-Growth

as of 30 Nov 2024, 05:30 AM

₹4,186.93 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

No charges on withdrawal

0.65%

Expense Ratio

Plan

Growth

0.72%

Cash Holding

Benchmark

NIFTY 500 Total Return Index

Scheme Document

View

Benchmark

NIFTY 500 Total Return Index

Exit Load

No charges on withdrawal

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Sector

Capital Goods

24.36%

₹1,019.73 Cr

Services

17.01%

₹712.01 Cr

Financial

10.57%

₹442.71 Cr

Consumer Discretionary

8.83%

₹369.64 Cr

Healthcare

7.93%

₹332.14 Cr

Others

31.30%

₹1,310.51 Cr

View All

Sectors Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Sector

Capital Goods

24.36%

₹1,019.73 Cr

Services

17.01%

₹712.01 Cr

Financial

10.57%

₹442.71 Cr

Consumer Discretionary

8.83%

₹369.64 Cr

Healthcare

7.93%

₹332.14 Cr

Others

31.30%

₹1,310.51 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Company

Zomato Ltd.

6.78%

₹283.87 Cr

Trent Ltd.

6.49%

₹271.73 Cr

Prestige Estates Projects Ltd.

5.38%

₹225.26 Cr

JIO Financial Services Ltd.

4.88%

₹204.32 Cr

Kalyan Jewellers India Ltd.

4.45%

₹186.32 Cr

Others

72.02%

₹3,015.43 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024

Sort By

Value

Company

Zomato Ltd.

6.78%

₹283.87 Cr

Trent Ltd.

6.49%

₹271.73 Cr

Prestige Estates Projects Ltd.

5.38%

₹225.26 Cr

JIO Financial Services Ltd.

4.88%

₹204.32 Cr

Kalyan Jewellers India Ltd.

4.45%

₹186.32 Cr

Others

72.02%

₹3,015.43 Cr

View All

Funds in this Category

This fund's returns:

30.63%

Return Duration

3 Years

SBI Long Term Equity Fund Direct Plan-Growth

HDFC ELSS Tax Saver Direct Plan-Growth

ITI ELSS Tax Saver Fund Direct - Growth

About Motilal Oswal ELSS Tax Saver Fund Direct-Growth

Motilal Oswal ELSS Tax Saver Fund Direct-Growth is a Tax Saver mutual fund scheme from Motilal Oswal Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹4,186.93 Crores and the latest NAV decalared is ₹62.694 as on 21 Dec 2024 at 9:32 pm.

Motilal Oswal ELSS Tax Saver Fund Direct-Growth scheme return performance in last 1 year is 53.00%, in last 3 years is 123.07% and 520.89% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:	₹4,186.93 Cr
Category:	Equity: ELSS
Launch Date:	Invalid date
Fund Type:	Open-End

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.