Motilal Oswal ELSS Tax Saver Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Motilal Oswal ELSS Tax Saver Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

4,862 Cr

Lock In Period

3 Years

Expense Ratio

1.9

Exit Load

Nil

Benchmark

NIfty 500 Total Return

Motilal Oswal ELSS Tax Saver Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.181.944.38
6M16.784.0620.20
1Y4.284.8136.07
3Y20.6713.8497.35

Portfolio Analysis

  • Equity: 99.30%
  • Debt: 0.73%
  • Others
As on: 2026-06-30
View allocation % by

1. Shriram Finance Limited3.70%
2. Muthoot Finance Ltd3.63%
3. Piramal Finance Limited3.11%

1. Zen Technologies Limited4.43%
2. Bharat Dynamics Limited2.48%
3. Bharat Electronics Ltd2.37%

1. Apar Industries Ltd4.21%
2. Gujarat Fluorochemicals Limited4.02%

1. Waaree Energies Limited3.64%
2. Premier Energies Limited3.36%

1. Multi Commodity Exchange of India Ltd5.65%

1. Ather Energy Limited4.67%

1. Onesource Specialty Pharma Limited4.14%

1. PTC Industries Limited4.06%

1. Suzlon Energy Ltd3.94%

1. Billionbrains Garage Ventures Ltd3.64%

1. Jain Resource Recycling Limited3.59%

1. One 97 Communications Limited3.47%

1. S.J.S. Enterprises Limited3.42%

1. Shaily Engineering Plastics Limited3.14%

1. Ola Electric Mobility Ltd3.07%

1. KSB Limited2.80%

1. Sterlite Technologies Ltd2.74%

1. K.P.R. Mill Limited2.62%

1. Religare Enterprises Ltd2.50%

1. Amber Enterprises India Limited2.48%

1. Nippon Life India Asset Management Limited2.30%

1. International Gemological Institute Limited2.19%

1. Interglobe Aviation Ltd2.01%

1. Garware Hi-Tech Films Limited1.92%

About Fund Motilal Oswal ELSS Tax Saver Fund Growth

Motilal Oswal ELSS Tax Saver Fund Growth managed by Motilal Oswal Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹4,862 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.9. 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.

Fund Managers

Rakesh Shetty

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.

Peer Comparison

Fund Name1Y3Y
This FundJM ELSS Tax Saver Fund Growth5.5253.8332
This FundSBI ELSS Tax Saver Fund Growth-0.582654.6754
This FundHSBC ELSS Tax saver Fund Growth4.23756.3149
This FundITI ELSS Tax Saver Fund Growth3.176157.2325
This FundMotilal Oswal ELSS Tax Saver Fund Growth4.284575.7309

Motilal Oswal ELSS Tax Saver Fund Growth FAQs

Motilal Oswal ELSS Tax Saver Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal ELSS Tax Saver Fund Growth is 1.9. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal ELSS Tax Saver Fund Growth’s fund performance is as follows:
  • 1 Month : -0.18%
  • 6 Months : 16.78%
  • 1 Year : 4.28%
  • 3 Years : 20.67%
Returns of Motilal Oswal ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 54.1730 as on Jul 28,2026. Since inception, the return has been 75.73%.

You can invest in Motilal Oswal ELSS Tax Saver Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal ELSS Tax Saver Fund Growth is ₹4,862 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal ELSS Tax Saver Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.