motilal-oswal-elss-tax-saver-fund-dir-g

Motilal Oswal ELSS Tax Saver Fund-Dir (G)

  1. Equity
  2. Tax Saving Funds
  • NAV as on Jul 11, 2025 ₹60.36
  • Total Returns 18.72% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
motilal-oswal-elss-tax-saver-fund-dir-g

Overview of Motilal Oswal ELSS Tax Saver Fund-Dir (G)

  • Fund House
    Motilal Oswal ELSS Tax Saver Fund
  • Fund Size
    ₹4,506 Cr
  • Expense Ratio
    0.64%
  • Benchmark
    Nifty 500 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 21, 2015
  • Lock-in period
    3
  • Exit Load
    Nil
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹500
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Motilal Oswal ELSS Tax Saver Fund-Dir (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Motilal Oswal ELSS Tax Saver Fund-Dir (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 0.38%
  • 21.3%
  • 1.55%
  • 8.73%
  • 31.3%
  • 28.58%

Category Average

  • 0.92%
  • 16.4%
  • 6.11%
  • 2.85%
  • 21.58%
  • 24.81%

Fund Asset Allocation

Top holdings

Top Sectors

  • Electrical Equipments
    18.34%
  • Retailing
    11.18%
  • Aerospace & Defense
    11.03%
  • Finance
    10.77%
  • Consumer Durables
    9.99%
  • Realty
    6.6%

More about Motilal Oswal ELSS Tax Saver Fund-Dir (G)

Motilal Oswal ELSS Tax Saver Fund-Dir (G) is a mutual fund under the Tax Saving Funds category, managed by Motilal Oswal Mutual Fund. It was launched on 14 Nov 2008, and has been active for over 17 years. As of 30 Jun 2025 the fund manages assets worth ₹4,506 Crores. The expense ratio is 0.64%.

This fund generated returns of 8.73% in the last 1 year. Since its inception, it has provided an average annual return of 18.72%.

The fund's investments are mainly concentrated in sectors like Electrical Equipments, Retailing, Aerospace & Defense, Finance and Consumer Durables.

The top five holdings in this fund include prominent companies such as Eternal Ltd, Multi Comm. Exc., Trent, Bharat Dynamics and Kaynes Tech.

Fund Managers

  • Atul Mehra
  • Ajay Khandelwal
  • Rakesh Shetty

Investment Objective

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

motilal-oswal-elss-tax-saver-fund-dir-g

Frequently Asked Questions about Motilal Oswal ELSS Tax Saver Fund-Dir (G)

  1. Are {{fund_type}} risky?

    ELSS funds carry moderate to high risk due to their equity exposure, though they also offer tax benefits.

  2. Should I invest in {{fund_type}} ?

    Yes, if you want tax savings and are willing to invest in equities with a three-year lock-in period.

  3. How long should I stay invested in {{fund_type}} ?

    The minimum is three years, but staying invested longer can help maximize returns.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    No, ELSS funds have a mandatory lock-in period of three years.

  5. What are the expenses involved in {{fund_type}} ?

    Expense ratios for ELSS funds can vary from 1% to 2%, which is typical for actively managed funds.

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