Good evening :)

How to use scorecard? Learn more

AMC Logo

Motilal Oswal ELSS Tax Saver Fund Direct Growth

Growth
67.680.38% (-0.26)
High
Low
Returns
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

Mid-size Fund

Assets Under Mgmt: ₹ 4,783 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

How to use scorecard? Learn more

Mid-size Fund

Assets Under Mgmt: ₹ 4,783 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

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.9617.340.59
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.5114.24-0.16

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

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 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)
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal ELSS Tax Saver Fund15.62%22.51%17.85%
Axis ELSS-Tax Saver Fund1.14%11.06%15.74%
SBI ELSS Tax Saver Fund-1.79%13.70%15.06%
Mirae Asset ELSS Tax Saver Fund3.14%12.02%17.66%

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
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

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

Jul 2026

ACTUAL
Cash & EquivalentsEquity2.43%97.57%

Dec 2025

Mar 2026

Jun 2026

Jul 2026

Tickertape Separator

Motilal Oswal ELSS Tax Saver Fund Sector Distribution

Motilal Oswal ELSS Tax Saver Fund Sector Distribution

+14 moreInvestment Banking & BrokerageSpecialized FinanceMetals - DiversifiedElectrical Components & EquipmentsOthers48.87 %7.44 %7.61 %8.31 %10.28 %17.48 %

Dec 2025

Mar 2026

Jun 2026

Jul 2026

Tickertape Separator

Motilal Oswal ELSS Tax Saver Fund Sector Weightage

Motilal Oswal ELSS Tax Saver Fund Sector Weightage

Jun 25Sep 25Dec 25Mar 26Jun 26Jul 2619.59%18.27%23.85%22.30%18.87%17.48%
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
  • Constituent
    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

    ₹ 1,45,010.07 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)

Loading...

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 ₹67.68, as of 9th September 2026.

  2. 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: 15.62%
    • 3 Year Returns: 22.51%
    • 5 Year Returns: 17.67%

  3. The top sectors Motilal Oswal ELSS Tax Saver Fund has invested in are as follows:
    • Others | 17.48%
    • Electrical Components & Equipments | 10.28%
    • Metals - Diversified | 8.31%
    • Specialized Finance | 7.61%
    • Investment Banking & Brokerage | 7.44%
    This data is as on 9th September 2026.

  4. The top 5 holdings for Motilal Oswal ELSS Tax Saver Fund are as follows:
    • Multi Commodity Exchange of India Limited | 5.06%
    • Gujarat Fluorochemicals Ltd | 4.50%
    • PTC Industries Ltd | 4.27%
    • SJS Enterprises Ltd | 4.23%
    • Shaily Engineering Plastics Ltd | 4.22%
    This data is as on 9th September 2026.

  5. The asset allocation for Motilal Oswal ELSS Tax Saver Fund is as follows:
    • Equity | 97.57%
    • Cash & Equivalents | 2.43%
    This data is as on 9th September 2026.

  6. The AUM (i.e. assets under management) of Motilal Oswal ELSS Tax Saver Fund is ₹4783.81 Cr as of 9th September 2026.

  7. The expense ratio of Motilal Oswal ELSS Tax Saver Fund Plan is 0.96 as of 9th 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 6.08

    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 17.34

    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 0.59

    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 0.06

    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 45.75, while category PE ratio is 26.14.