What is the current price / NAV of Motilal Oswal ELSS Tax Saver Fund?
The current NAV of Motilal Oswal ELSS Tax Saver Fund is ₹60.23, as of 18th July 2025.What are the returns of Motilal Oswal ELSS Tax Saver Fund?
The Motilal Oswal ELSS Tax Saver Fund was launched on 21st January 2015. This mutual fund's past returns are as follows:- 1 Year Returns: 9.66%
- 3 Year Returns: 30.88%
- 5 Year Returns: 28.20%
What are the top 5 sectoral holdings of Motilal Oswal ELSS Tax Saver Fund?
The top sectors Motilal Oswal ELSS Tax Saver Fund has invested in are as follows:- Electrical Components & Equipments | 23.32%
- Industrial Machinery | 15.58%
- Investment Banking & Brokerage | 10.05%
- Specialized Finance | 9.54%
- Others | 6.18%
What are the top 5 holdings of Motilal Oswal ELSS Tax Saver Fund?
The top 5 holdings for Motilal Oswal ELSS Tax Saver Fund are as follows:- Eternal Ltd | 5.26%
- Multi Commodity Exchange of India Ltd | 4.93%
- Trent Ltd | 4.75%
- Bharat Dynamics Ltd | 4.56%
- Kaynes Technology India Ltd | 4.03%
What is the asset allocation of Motilal Oswal ELSS Tax Saver Fund?
The asset allocation for Motilal Oswal ELSS Tax Saver Fund is as follows:- Equity | 99.19%
- Cash & Equivalents | 0.81%
What is the AUM of Motilal Oswal ELSS Tax Saver Fund?
The AUM (i.e. assets under management) of Motilal Oswal ELSS Tax Saver Fund is ₹4359.64 Cr as of 18th July 2025.What is the expense ratio of Motilal Oswal ELSS Tax Saver Fund?
The expense ratio of Motilal Oswal ELSS Tax Saver Fund Plan is 0.64 as of 18th July 2025.Is there any lock-in period for Motilal Oswal ELSS Tax Saver Fund?
The Motilal Oswal ELSS Tax Saver Fund has a lock-in period of 3 years.What is the alpha ratio of Motilal Oswal ELSS Tax Saver Fund?
The alpha ratio for the Motilal Oswal ELSS Tax Saver Fund is 10.50
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of Motilal Oswal ELSS Tax Saver Fund?
The volatility or standard deviation for the Motilal Oswal ELSS Tax Saver Fund is 23.05
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Motilal Oswal ELSS Tax Saver Fund?
The Sharpe ratio for the Motilal Oswal ELSS Tax Saver Fund is 0.39
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Motilal Oswal ELSS Tax Saver Fund?
The Sortino Ratio for the Motilal Oswal ELSS Tax Saver Fund is 0.04
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of Motilal Oswal ELSS Tax Saver Fund?
The PE ratio of Motilal Oswal ELSS Tax Saver Fund is 71.56, while category PE ratio is 42.62.
Add to Watchlist
Share
How to use scorecard? Learn more
Motilal Oswal ELSS Tax Saver Fund Direct Growth
Growth
60.230.99% (-0.60)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
How to use scorecard? Learn more
Motilal Oswal ELSS Tax Saver Fund Performance & Key Metrics
Motilal Oswal ELSS Tax Saver Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.64 | 23.05 | 0.39 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.38 | 15.37 | 0.01 |
Motilal Oswal ELSS Tax Saver Fund Scheme InfoMotilal Oswal ELSS Tax Saver Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Equity Linked Savings Scheme (ELSS)
About Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Motilal Oswal ELSS Tax Saver Fund Peers
Motilal Oswal ELSS Tax Saver Fund Peers & Comparison
Comparing 3 mutual funds from
EquityEquity Linked Savings Scheme (ELSS)
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal ELSS Tax Saver Fund | 9.66% | 30.88% | 18.66% |
| Axis ELSS Tax Saver Fund | 3.86% | 16.60% | 17.15% |
| SBI ELSS Tax Saver Fund | 2.50% | 28.32% | 16.88% |
| Mirae Asset ELSS Tax Saver Fund | 4.70% | 20.61% | 19.69% |
Motilal Oswal ELSS Tax Saver Fund Returns Comparison
Compare Motilal Oswal ELSS Tax Saver Fund with any MF, ETF, stock or indexCompare Motilal Oswal ELSS Tax Saver Fund with any MF, ETF, stock or index
Motilal Oswal ELSS Tax Saver Fund
Hmm, looks like data is unavailable here. Please come back after some timeMotilal Oswal ELSS Tax Saver Fund Portfolio
Motilal Oswal ELSS Tax Saver Fund Asset Allocation
Motilal Oswal ELSS Tax Saver Fund Asset Allocation
Actual
Target
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Motilal Oswal ELSS Tax Saver Fund Sector Distribution
Motilal Oswal ELSS Tax Saver Fund Sector Distribution
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Motilal Oswal ELSS Tax Saver Fund Sector Weightage
Motilal Oswal ELSS Tax Saver Fund Sector Weightage
Electrical Components & Equipments
Electrical Components & Equipments as a % of total holdings for last six quarters
Motilal Oswal ELSS Tax Saver Fund Current Holdings
Motilal Oswal ELSS Tax Saver Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
5.26 %
0.01 %Holdings
4.93 %
1.66 %Holdings
4.75 %
-1.18 %
AMC Profile of Motilal Oswal ELSS Tax Saver Fund
AMC Profile of Motilal Oswal ELSS Tax Saver Fund
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
48
Total AUM
₹ 1,11,117.55 Cr.
Motilal Oswal ELSS Tax Saver Fund Manager Details
Motilal Oswal ELSS Tax Saver Fund Manager Details
Motilal Oswal ELSS Tax Saver Fund Manager Profile
Motilal Oswal ELSS Tax Saver Fund Manager Profile
Ajay Khandelwal
AUM: ₹80,661.99 Cr.
|
Exp: 10yrs
Atul Mehra
AUM: ₹42,777.66 Cr.
|
Exp: 15yrs
Rakesh Shetty
AUM: ₹1,09,181.97 Cr.
|
Exp: 13yrs
Motilal Oswal ELSS Tax Saver Fund Manager Performance (0)
Motilal Oswal ELSS Tax Saver Fund Manager Performance (0)
Equity: Equity Linked Savings Scheme (ELSS)
Motilal Oswal ELSS Tax Saver Fund Tax Implications
Motilal Oswal ELSS Tax Saver Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
+
-
You make
Motilal Oswal ELSS Tax Saver Fund Review & Opinions
Motilal Oswal ELSS Tax Saver Fund Review & Opinions
The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Motilal Oswal Tax Saver Fund Review|Know about ELSS Funds|Best tax saver Funds|
6 months ago•Invest Empires
Best ELSS Mutual Funds to Invest in 2020 | Top ELSS Fund | Save Taxes | Equity Linked Savings Scheme
5 years ago•ETMONEY
Motilal Oswal Long Term Equity Fund Review 2019 | Best ELSS Mutual Funds 2019 | Tax Saving MF Review
6 years ago•The Mutual Fund Talk
Gains are treated as long-term capital gains and taxed at 10%