Motilal Oswal ELSS Tax Saver Fund Regular-Growth
Motilal Oswal ELSS Tax Saver Fund Regular-Growth: Mutual Fund Overview
Motilal Oswal ELSS Tax Saver Fund Regular-Growth is an ELSS mutual fund with over 11.14 years of performance history. The scheme manages an AUM of ₹4174.5 Cr and has a NAV of ₹47.3954. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 11.59%.
Equity, ELSS, Principal at very high risk
1 Year Return 11.59% at 13 Mar 2026 02:19 PM
Fund Details
NAV 47.3954
Sub-Type ELSS
Rating 4
Min. SIP Amount ₹500.0
Fund Age(Year) 11.14
Fund Size(in Crores) 4174.5
Fund Performance
1 Month -6.2%
3 Month -5.25%
6 Month -9.25%
1 Year 11.59%
3 Year 20.79%
5 Year 16.16%
Know This Fund
As on 13 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.03%) Market Cap Mid Cap 45.23 Small Cap 37.64 Large Cap 16.16 Top Sectors Financial 45.7 Services 34.19 Capital Goods 22.78 Metals & Mining 18.2 Consumer Discretionary 14.41 Energy 12.5 Automobile 10.88 Consumer Staples 9.88 Construction 6.83 Chemicals 6.68 Healthcare 5.98 Technology 5.92 Textiles 4.13 Top Holding Suzlon Energy 2.52 KSB 2.27 Angel One 2.1 One97 Communications 3.56 Gujarat Fluorochemicals 3.34 Religare Enterprises 2.28 Eternal 4.72 Apar Industries 4.94 Muthoot Finance 4.39 Prestige Estates Projects 3.41 Bharat Electronics 3.58 K.P.R. Mill 2.06 Jain Resource Recycling 4.49 Ola Electric Mobility 1.81 International Gemmological Institute 2.26 Bharat Dynamics 3.01 Ather Energy 3.63 Physicswallah 1.24 Piramal Finance 6.32 Zen Technologies 2.96 PTC Industries 4.61 Waaree Energies 3.79 MCX 7.59 Billionbrains Garage Ventures 4.29 Shriram Finance 3.47 Amber Enterprises India 4.95 Premier Energies 2.46 Onesource Specialty Pharma 2.99
Debt & Others (0.97%) Sector Allocation Net Receivables 0.29 Reverse Repo/CBLO 0.68 Debt Credit Ratings Debt Category Others 0.97
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -8.35% Ret 1Y 5.81% Ret 3Y 11.31% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -8.35% Ret 1Y 5.81% Ret 3Y 11.31% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -8.3% Ret 1Y 10.08% Ret 3Y 13.86% Ret 5Y 7.59%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -8.3% Ret 1Y 10.08% Ret 3Y 13.86% Ret 5Y 7.59%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -8.3% Ret 1Y 10.08% Ret 3Y 13.86% Ret 5Y 7.59%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -7.79% Ret 1Y 4.82% Ret 3Y 13.59% Ret 5Y 7.47%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -7.79% Ret 1Y 4.82% Ret 3Y 13.59% Ret 5Y 7.47%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -7.79% Ret 1Y 4.82% Ret 3Y 13.59% Ret 5Y 7.47%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -6.99% Ret 1Y 5.39% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -6.99% Ret 1Y 5.39% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M -6.51% Ret 1Y 9.12% Ret 3Y 14.1% Ret 5Y 13.92%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.82%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Rakesh Shetty
Education Mr. Shetty has done B.Com
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Atul Mehra
Education Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
Santosh Singh
Education Mr. Singh has done B.SC, CA and has cleared CFA Level 2
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard
Niket Shah
Education Mr. Shah is a MBA in Finance
Experience Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
Ajay Khandelwal
Education Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 4
Date of Incorporation 2015-01-21
Total AUM 135166.52
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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