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Motilal Oswal ELSS Tax Saver Fund Direct Growth

Growth
65.420.19% (+0.13)
High
Low
Returns
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Large-size Fund

Assets Under Mgmt: ₹ 5,134 Cr

Very High Risk

Principle investment will be at very high risk

Scorecard

Performance

High

The creamy layer - amongst the top performing Mutual Funds

Risk

High

Stay alerted, risk is higher vs others

Cost

High

Higher costs on pocket vs others

Composition

Low

Composition not as great as others

Red flags

Low

We got you covered, no major red flags identified

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Large-size Fund

Assets Under Mgmt: ₹ 5,134 Cr

Very High Risk

Principle investment will be at very high risk

Motilal Oswal ELSS Tax Saver Fund Performance & Key Metrics

Motilal Oswal ELSS Tax Saver Fund Performance & Key Metrics

No LabelNo LabelExpense RatioExpense RatioNo LabelNo Label
0.960.630.19
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.51-0.4149.95

Motilal Oswal ELSS Tax Saver Fund Scheme InfoMotilal Oswal ELSS Tax Saver Fund Scheme Info

PlanPlanLock inLock in
Lock in Period

Period before which your investment can't be withdrawn from the MF scheme

Exit LoadExit Load
Exit Load

The fee that the AMC charges investors at the time of exiting or redeeming their fund units.

Growth3 yrs0.00%
Nil
SIP Inv.SIP Inv.
Sip Investment

If SIP investments are allowed in the fund or not

Min. LumpsumMin. Lumpsum
Minimum Lumpsum Inv Amount

Minimum investment the AMC allows in the given scheme via lumpsum route

Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
Benchmark Index

Benchmark index wrt which performance of the fund is tracked

NIFTY 500 - TRI

About ELSS,Tax Saver Fund

About ELSS,Tax Saver Fund

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Motilal Oswal ELSS Tax Saver Fund Peers

Motilal Oswal ELSS Tax Saver Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityELSS,Tax Saver Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal ELSS Tax Saver Fund6.47%20.80%17.47%
Axis ELSS-Tax Saver Fund-2.16%10.03%15.59%
Mirae Asset ELSS Tax Saver Fund-0.02%11.29%17.51%
Parag Parikh ELSS Tax Saver Fund-11.31%8.12%17.22%

Motilal Oswal ELSS Tax Saver Fund Returns Comparison

Compare Motilal Oswal ELSS Tax Saver Fund with any MF, ETF, stock or index
Compare Motilal Oswal ELSS Tax Saver Fund with any MF, ETF, stock or index
Motilal Oswal ELSS Tax Saver Fund
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Motilal Oswal ELSS Tax Saver Fund Portfolio

Motilal Oswal ELSS Tax Saver Fund Asset Allocation

Motilal Oswal ELSS Tax Saver Fund Asset Allocation

Actual

Target

Dec 2025

Mar 2026

Jun 2026

Aug 2026

ACTUAL
Cash & EquivalentsEquity6.78%93.22%

Dec 2025

Mar 2026

Jun 2026

Aug 2026

Tickertape Separator

Motilal Oswal ELSS Tax Saver Fund Sector Distribution

Motilal Oswal ELSS Tax Saver Fund Sector Distribution

+14 moreSpecialized FinanceTwo WheelersMetals - DiversifiedElectrical Components & EquipmentsOthers49.31 %7.09 %7.75 %7.96 %9.88 %18.02 %

Dec 2025

Mar 2026

Jun 2026

Aug 2026

Tickertape Separator

Motilal Oswal ELSS Tax Saver Fund Sector Weightage

Motilal Oswal ELSS Tax Saver Fund Sector Weightage

Jun 25Sep 25Dec 25Mar 26Jun 26Aug 2619.59%18.27%23.85%22.30%18.87%18.02%
Others as a % of total holdings for last six quarters
Tickertape Separator

Motilal Oswal ELSS Tax Saver Fund Current Holdings

Motilal Oswal ELSS Tax Saver Fund Current Holdings

Equity

Others

Sort holdings
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    Holding Weight
    3M Change

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

    55

  • Total AUM

    ₹ 1,52,937.94 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

Motilal Oswal ELSS Tax Saver Fund Manager Performance (0)

Motilal Oswal ELSS Tax Saver Fund Manager Performance (0)

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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.

Frequently asked questions

Frequently asked questions

  1. The current NAV of Motilal Oswal ELSS Tax Saver Fund is ₹65.42, as of 17th September 2026.

  2. The Motilal Oswal ELSS Tax Saver Fund was launched on 1st January 1970. This mutual fund's past returns are as follows:
    • 1 Year Returns: 6.47%
    • 3 Year Returns: 20.80%
    • 5 Year Returns: 16.82%

  3. The top sectors Motilal Oswal ELSS Tax Saver Fund has invested in are as follows:
    • Others | 18.02%
    • Electrical Components & Equipments | 9.88%
    • Metals - Diversified | 7.96%
    • Two Wheelers | 7.75%
    • Specialized Finance | 7.09%
    This data is as on 17th September 2026.

  4. The top 5 holdings for Motilal Oswal ELSS Tax Saver Fund are as follows:
    • Multi Commodity Exchange of India Limited | 5.63%
    • Ather Energy Ltd | 5.02%
    • PTC Industries Ltd | 4.96%
    • One 97 Communications Ltd | 4.68%
    • Apar Industries Ltd | 4.48%
    This data is as on 17th September 2026.

  5. The asset allocation for Motilal Oswal ELSS Tax Saver Fund is as follows:
    • Equity | 93.22%
    • Cash & Equivalents | 6.78%
    This data is as on 17th September 2026.

  6. The AUM (i.e. assets under management) of Motilal Oswal ELSS Tax Saver Fund is ₹5134.23 Cr as of 17th September 2026.

  7. The expense ratio of Motilal Oswal ELSS Tax Saver Fund Plan is 0.63 as of 17th September 2026.

  8. The Motilal Oswal ELSS Tax Saver Fund has a lock-in period of 3 years.

  9. The alpha ratio for the Motilal Oswal ELSS Tax Saver Fund is 4.82

    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.

  10. The volatility or standard deviation for the Motilal Oswal ELSS Tax Saver Fund is 17.62

    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.

  11. The Sharpe ratio for the Motilal Oswal ELSS Tax Saver Fund is 0.19

    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.

  12. The Sortino Ratio for the Motilal Oswal ELSS Tax Saver Fund is 0.02

    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.

  13. The PE ratio of Motilal Oswal ELSS Tax Saver Fund is 49.95, while category PE ratio is 26.98.