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Mutual Funds

Motilal Oswal ELSS Tax Saver Fund

Mo

Motilal Oswal ELSS Tax Saver Fund

ELSSRank #1
5/5

NAV (2026-07-14)

54.82

AUM

₹4,861.86 Cr

Exp. Ratio: 2.12%

RISK LEVEL

Very High

Returns & Performance

1 Year3.32%1.61% vs cat avgRank #6
3 Year20.88%5.49% vs cat avgRank #1
5 Year16.92%1.50% vs cat avgRank #1
Since Launch15.97%--

Fund vs Category Average

1Y
3.32%-1.61%
3Y
20.88%+5.49%
5Y
16.92%+1.50%

Pros & Cons

Pros

Strong 3Y track record vs category
Above category avg 5Y returns
Decent 1Y category rank (#6)
Overall top-10 rank in category (#1)

Cons

1Y returns trail category average
Higher expense ratio (2.12%)
ISININF247L01544
NAV₹54.82
NAV Date2026-07-14
AUM₹4,861.86 Cr
Expense Ratio2.12%
RiskVery High
Rating5 / 5
Lock-in Period3 days
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-12-29

INVESTMENT OBJECTIVE

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

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Varun Sharma

Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.

Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

Top Holdings

Holdings data not available for this scheme