Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

3,969 Cr

Lock In Period

3 Years

Expense Ratio

1.84

Benchmark

NIfty 500 Total Return

Exit Load

Nil

Summary

Latest details for Motilal Oswal ELSS Tax Saver Fund Growth include a 52.7116 NAV as of Apr 17,2026 and returns since inception of 92.42%. Minimum investments start at SIP ₹500. The Motilal Oswal ELSS Tax Saver Fund Growth AUM is ₹3,969 Cr, with a lock-in of 3 Years years, expense ratio of 1.84%, and benchmark NIfty 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 11.20% returns, against a category average of 0.89% and a category best of 11.31%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M11.200.8911.31
6M-2.251.3420.20
1Y14.385.7136.07
3Y24.3815.0599.42

Portfolio Analysis

  • Equity: 99.28%
  • Debt: 0.71%
  • Others
As on: 2026-03-31
View allocation % by

1. Piramal Finance Limited6.00%
2. Muthoot Finance Limited4.35%
3. Shriram Finance Limited3.79%

1. Bharat Electronics Limited3.96%
2. Zen Technologies Limited3.93%
3. Bharat Dynamics Limited3.28%

1. Apar Industries Limited5.37%
2. Gujarat Fluorochemicals Limited3.52%

1. Waaree Energies Limited4.92%
2. Premier Energies Limited3.49%

1. Multi Commodity Exchange of India Limited7.80%

1. Jain Resource Recycling Limited5.76%

1. Amber Enterprises India Limited4.56%

1. Onesource Specialty Pharma Limited4.53%

1. Billionbrains Garage Ventures Ltd4.43%

1. Ather Energy Limited4.37%

1. PTC Industries Limited4.35%

1. One 97 Communications Limited3.37%

1. Suzlon Energy Limited3.24%

1. Prestige Estates Projects Limited2.90%

1. International Gemmological Institute India Ltd2.63%

1. KSB Limited2.47%

1. Religare Enterprises Limited2.29%

1. K.P.R. Mill Limited2.01%

1. Ola Electric Mobility Ltd1.96%

About Fund

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.

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 FundIDBI Equity Advantage Fund Growth16.922776.4538
This FundSBI ELSS Tax Saver Fund Growth5.738179.6318
This FundMotilal Oswal ELSS Tax Saver Fund Growth14.379492.4247

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 1.84. 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 : 11.20%
  • 6 Months : -2.25%
  • 1 Year : 14.38%
  • 3 Years : 24.38%
Returns of Motilal Oswal ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 52.7116 as on Apr 17,2026. Since inception, the return has been 92.42%.

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 ₹3,969 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.
Min Inv Amount: ₹500