• Model Portfolios
  • Research
    • MF Research
    • Calculators
    • Goal Planners
  • Personal Advice
  • Appointment
  • Fund Page
  • Resources
    • Blogs
    • News
    • Check Your Risk Profile
    • E book
    • FAQ
    • About
    • Contact
    • Fund Page
  • Sign In
  • Sign Up
  • Home
  • Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
Search
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option

Category: Equity: ELSS

Launch Date: 05-01-2015

Riskometer: Very High

NAV as on 12-12-2025

₹ 50.03

₹ 0.48 ( 0.9659%)

CAGR Since Inception

15.82%

NIFTY 500 TRI 12.43%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

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.

Benchmark

NIFTY 500 TRI

Expense Ratio

1.82% As on (28-11-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

4,444.23 Cr As on (28-11-2025)

PERFORMANCE of Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 12-12-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option -11.52 21.1 20.63 16.67 15.82
NIFTY 500 TRI 1.85 15.25 17.28 15.15 12.43
Equity: ELSS -0.8 15.88 17.16 14.53 14.47
Nav Movement
RETURNS CALCULATOR for Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 13.65 0.89 4.9 1.2 - -
Equity: ELSS - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Motilal Oswal ELSS Tax Saver Fund Reg Gr 20.63
HDFC ELSS Tax saver Gr 22.49
ICICI Prudential ELSS Tax Saver Fund Gr 17.37
ABSL ELSS Tax Saver Gr 12.07
Mirae Asset ELSS Tax Saver Reg Gr 17.71
Sundaram ELSS Tax Saver Fund Reg Gr 17.05
BANDHAN ELSS Tax Saver Reg Gr 19.88
Mahindra Manulife ELSS Tax Saver Reg Gr 17.63
Quant ELSS Tax Saver Gr 23.42
Parag Parikh ELSS Tax Saver Reg Gr 18.83
Asset Allocation
Sectors
Sector Holdings (%)
Capital Goods 39.92
Financial Services 21.07
Automobile and Auto Components 6.76
Consumer Durables 6.61
Consumer Services 6.31
Realty 4.16
Chemicals 3.57
Healthcare 3.27
Textiles 2.22
Metals & Mining 2.09
Portfolio Holdings
Company Holdings (%)
ZOMATO LIMITED EQ 6.31
MCX INDIA LIMITED EQ NEW RS. 10/- 5.31
WAAREE ENERGIES LIMITED EQ 4.43
KAYNES TECHNOLOGY INDIA LIMITED EQ 4.3
AMBER ENTERPRISES INDIA LIMITED EQ 4.28
PRESTIGE ESTATES PROJECTS LIMITED EQ 4.16
MUTHOOT FINANCE LIMITED EQ 3.85
PTC INDUSTRIES LIMITED EQ 3.84
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 3.63
GUJARAT FLUOROCHEMICALS LIMITED EQ 3.57
youtube x linkedin

Get in Touch

hello@investt.in
+91 8297282834

Goal Planner

  • Dream Home
  • Wealth Creation
  • Retirement
  • Child's Education
  • Child's Wedding
  • Emergency
  • Check Your Risk Profile

Learn More

  • About Us
  • Contact Us
  • Services
  • Terms and Conditions
  • Privacy Policy
  • Refund Policy
  • SEBI Scores
  • Investor Charter

Resources

  • Mutual Fund Research
  • Calculators
  • Blogs
  • News
  • FAQs

© 2024 Investt. All rights reserved. Developed by Advisorkhoj.com

Are you an existing investor ?

YES  NO
Login To Your Account

New user? Create Your Account Now

Create Your Account With Us


How may I help you?

Would you like to continue with some arbitrary task?