Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 11.20 | 0.89 | 11.31 |
| 6M | -2.25 | 1.34 | 20.20 |
| 1Y | 14.38 | 5.71 | 36.07 |
| 3Y | 24.38 | 15.05 | 99.42 |
Motilal Oswal ELSS Tax Saver Fund Growth managed by Motilal Oswal Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹3,969 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.84. Under the expert guidance of Rakesh Shetty ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Mr. Rakesh Shetty holds Bachelors of Commerce (B.Com). Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundIDBI Equity Advantage Fund Growth | 1 | 484.91 CR | 2.41 |
| This FundSBI ELSS Tax Saver Fund Growth | 5 | 28441.43 CR | 1.6 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 4 | 3968.68 CR | 1.84 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundIDBI Equity Advantage Fund Growth | 16.9227 | 76.4538 |
| This FundSBI ELSS Tax Saver Fund Growth | 5.7381 | 79.6318 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 14.3794 | 92.4247 |