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Home Mf Research Motilal Oswal Elss Tax Saver Fund Regular Plan Growth
MOTILAL OSWAL MUTUAL FUND

Mutual Fund Research

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Equity Equity Elss

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,022.11 +2.21%
Two Week 2026-10-19 ₹1,000.00 ₹994.20 -0.58%
One Month 2026-10-05 ₹1,000.00 ₹983.10 -1.69%
Three Months 2026-08-05 ₹3,000.00 ₹2,886.13 -3.80%
Six Months 2026-05-07 ₹6,000.00 ₹5,859.46 -2.34%
One Year 2025-11-03 ₹12,000.00 ₹12,467.22 +3.89%
Three Year 2023-11-06 ₹36,000.00 ₹40,624.21 +12.85%
Five Year 2021-11-08 ₹60,000.00 ₹88,541.23 +47.57%
Ten Year 2016-11-07 ₹120,000.00 ₹278,125.71 +131.77%
Since Inception 2015-01-21 ₹144,000.00 ₹386,735.31 +168.57%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Electrical Equipment 15.77%
Capital Markets 10.68%
Finance 10.24%
Aerospace & Defense 7.77%
Industrial Products 7.72%
Consumer Durables 6.87%
Automobiles 6.36%
Financial Technology (Fintech) 4.80%
Telecom - Equipment & Accessories 4.54%
Chemicals & Petrochemicals 4.22%
Auto Components 3.88%
Pharmaceuticals & Biotechnology 3.39%
Other 3.38%
Diversified Metals 3.32%
IT - Services 2.98%
Textiles & Apparels 2.53%
Construction 1.55%

Top Holdings

Company-wise portfolio exposure

Multi Commodity Exchange of India Limited 5.74%
PTC Industries Ltd 5.23%
One 97 Communications Limited 4.80%
Sterlite Technologies Limited 4.54%
MTAR Technologies Limited 4.32%
Gujarat Fluorochemicals Limited 4.22%
Shaily Engineering Plastics Limited 4.18%
Apar Industries Limited 3.91%
Zen Technologies Limited 3.91%
S.J.S. Enterprises Limited 3.88%
Ather Energy Limited 3.79%
Shriram Finance Limited 3.42%
Onesource Specialty Pharma Limited 3.39%
Jain Resource Recycling Limited 3.32%
Muthoot Finance Limited 3.29%
ESDS Software Solution Ltd 2.98%
Waaree Energies Limited 2.91%
Piramal Finance Limited 2.88%
Billionbrains Garage Ventures Ltd 2.75%
Kalyan Jewellers India Limited 2.69%
Premier Energies Limited 2.58%
Ola Electric Mobility Ltd 2.57%
K.P.R. Mill Limited 2.53%
KSB Limited 2.49%
Data Patterns (India) Limited 2.22%
Nippon Life India Asset Management Limited 2.19%
Suzlon Energy Limited 2.05%
Bharat Dynamics Limited 1.64%
Cemindia Projects Ltd 1.55%
Religare Enterprises Limited 0.65%
Triparty Repo 2.63%
Net Receivables / (Payables) 0.75%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
21.70%
Return volatility
β
Beta
1.2
Benchmark sensitivity
S
Sharpe Ratio
0.8
Risk-adjusted return
↗
Lock-in Period
1095
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Quant ELSS Tax Saver Fund - Regular Plan - Growth 5.27% 13.62% 14.04%
JM ELSS - Tax Saver Fund - Regular Plan - Growth -0.40% 14.22% 9.06%
HSBC ELSS Tax Saver Fund - Regular Plan - Growth -1.91% 14.56% 13.45%
Tata ELSS - Tax Saver Fund - Regular Plan - Growth -1.99% 11.14% 13.24%
Bank Of India ELSS Tax Saver Fund - Regular Plan - Growth -2.11% 10.98% 17.49%
Aditya Birla Sun Life ELSS Tax Saver Fund - (ELSS U/S 80C Of IT Act) - Growth Lsp - Regular Plan - Growth -2.19% 10.28% 15.02%
Whiteoak Capital - ELSS Tax Saver Fund - Regular Plan - Growth -2.19% 13.97% 14.85%
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth -2.28% 11.86% 14.47%
Kotak ELSS Tax Saver Fund - Regular Plan - Growth -2.38% 10.28% 12.35%
Bank Of India ELSS Tax Saver Fund - Regular Plan - Growth -2.42% 10.68% 16.95%

Returns are historical and do not guarantee future performance.

View All Equity Elss Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Motilal Oswal Focused Fund - Regular Plan - Growth 19.78% 13.46% 13.16%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth 19.56% 21.26% 20.32%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 18.25% 0.00% 14.12%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 17.62% 25.10% 19.47%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 15.35% 0.00% 11.79%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 14.77% 0.00% 22.05%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth 14.69% 31.81% 24.77%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth 13.25% 0.00% 18.27%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth 12.49% 29.61% 26.46%

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.09%
Expense Ratio (Direct)
0.95%
Lock-in Period
1095
Fund Age
N/A
Benchmark
NIFTY 500 TRI

Exit Load

Charges that may apply when you redeem units

N/A
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