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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.65 | 18.64 | 2.35 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 15.09 | 1.52 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund(IDCW) | 48.65% | 20.96% | 16.42% |
Axis ELSS Tax Saver Fund(IDCW) | 15.64% | 2.37% | 13.77% |
SBI Long Term Equity Fund(IDCW) | 39.26% | 17.72% | 10.13% |
Mirae Asset ELSS Tax Saver Fund(IDCW) | 28.19% | 7.19% | 14.08% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
6.90 %
Holdings
6.63 %
Holdings
5.42 %
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
41
Total AUM
₹ 83,195.01 Cr.
Ajay Khandelwal
AUM: ₹58,837.37 Cr.
|
Exp: 10yrs
Santosh Singh
AUM: ₹41,802.44 Cr.
|
Exp: —
Atul Mehra
AUM: ₹33,303.66 Cr.
|
Exp: 15yrs
Rakesh Shetty
AUM: ₹68,848.40 Cr.
|
Exp: 13yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%