loader2
NRI
NRI

Apr 22, 2025

Category

ELSS

AUM (Cr.)

3,816.77

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.85

Sharpe Ratio

4.37

Beta Ratio

0.00

Fund Manager

Ajay Khandelwal

Inception Date

Jan 21, 2015

Risk Level

Very High

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.

Invest Now
Nifty 500
Created with Highcharts 10.3.218​Apr19​Apr20​Apr21​Apr22​Apr45.0045.5046.0046.5047.0047.501W1M3M6M1Y5YMax

Return Calculator

Investment Type

SIP Lumpsum

Company

SIP Period(Year)

5115

Monthly Investment Amount

10 000 00020 00001 Cr

You would get 2,32,207.15 with a -5.95% Returns

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal ELSS Tax Saver Fund (G) 3.49 -10.35 10.04 23.14 27.03 16.35
Benchmark - Nifty 500 6.16 0.01 6.19 3.64 7.55 0
Category Average - BEST ELSS/TAX SAVER FUNDS 3.83 -4.79 7.94 15.98 25.78 15.2
Category Rank 1/1 1/1 1/1 1/1 1/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Samco ELSS Tax Saver Fund - Regular (G) 12.2700 1.15 -7.05 0.00 0.00 106.83 2.38 500.00 invest
NJ ELSS Tax Saver Scheme - Regular (IDCW) 13.6900 1.03 3.32 0.00 0.00 247.70 2.31 500.00 invest
NJ ELSS Tax Saver Scheme - Regular (G) 13.6900 1.03 3.32 0.00 0.00 247.70 2.31 500.00 invest
SBI Long Term Advantage Fund - Series III (IDCW) 36.4225 0.93 9.85 17.88 31.41 68.50 2.87 500.00 invest
Sundaram LT Tax Advantage Fund - Sr.I (G) 30.9664 0.01 0.00 0.00 0.00 19.18 1.44 500.00 invest

Asset Allocation

Created with Highcharts 10.3.2
Val (Cr.) Allocation (%)
Equity4,368.3798.95
Debt26.770.79
Others58.401.51

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Trent Mar 31, 2025 226.46 5.93 9.76
Equity-Zomato Ltd Mar 31, 2025 200.16 5.24 -9.19
Equity-Amber Enterp. Mar 31, 2025 169.49 4.44 28.11
Equity-Gujarat Fluoroch Mar 31, 2025 164.49 4.31 12.22
Equity-Kaynes Tech Mar 31, 2025 141.35 3.70 14.56
Equity-PTC Industries Mar 31, 2025 138.94 3.64 46.45
Equity-Coforge Mar 31, 2025 136.52 3.58 10.15
Equity-Suzlon Energy Mar 31, 2025 136.37 3.57 13.98
Equity-Inox Wind Mar 31, 2025 129.57 3.39 8.56
Equity-Bharat Dynamics Mar 31, 2025 127.21 3.33 31.37

latest news

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Fund has announced that Mr. Ranjit Sawant has been app...

Apr 11, 2025 12:07

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Mar 21, 2025 10:32

Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the f...

Mar 12, 2025 11:54

Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the f...

Mar 06, 2025 13:16

Motilal Oswal MF launches Active Momentum Fund

Motilal Oswal Mutual Fund has announced the launch of its new open-ended eq...

Mar 04, 2025 13:26

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Feb 15, 2025 10:32

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal ELSS Tax Saver Fund (G)
Contact Persone : Ajay Khandelwal
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No : 022-40548002 / 8108622222
Fax No. : 022-30896884
Email : amc:motilaloswal.com
Website : www.motilaloswalmf.com