Mutual Funds

Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option

Motilal Oswal Mutual FundELSSVery High Risk
₹63.74-0.27 (-0.42%)

NAV as on 2026-07-17 · Equity · ELSS

AUM

₹4,862 Cr

1Y Return

+4.8%

3Y CAGR

+22.2%

5Y CAGR

+18.3%

Expense

0.97%

Risk

Very High

Motilal Oswal ELSS Tax Saver Fund
₹63.74-0.42%

1Y Return

+4.8%

3Y CAGR

+22.2%

5Y CAGR

+18.3%

Since Inception

+17.4%

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NAV History

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52-Week NAV Range

₹52.92
₹64.85

91% from 52W low

Fund Information

ELSSEquitySince 22-01-2015

Fund House

Motilal Oswal Mutual Fund

Category

Equity - ELSS

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity99.3%
Cash0.7%

Market Cap Split

Large Cap15.3%
Mid Cap36.2%
Small Cap36.0%

Top Holdings

30 stocks
Weight1M Change
1

Multi Commodity Exchange of India Ltd

Financial Services

7.63%-7.7%
2

Piramal Finance Ltd

Financial Services

5.57%0.0%
3

Jain Resource Recycling Ltd

Basic Materials

4.94%0.0%
4

Apar Industries Ltd

Industrials

4.84%-15.3%
5

Ather Energy Ltd

Consumer Cyclical

4.62%0.0%
6

OneSource Specialty Pharma Ltd

Healthcare

4.56%0.0%
7

Billionbrains Garage Ventures Ltd

Financial Services

4.38%-18.9%
8

Zen Technologies Ltd

Industrials

4.37%0.0%
9

Amber Enterprises India Ltd Ordinary Shares

Consumer Cyclical

4.24%-10.9%
10

Waaree Energies Ltd

Technology

4.20%0.0%

Sector Allocation

Weight1M Change
Financial Services
28.8%-27%
Industrials
26.9%-8%
Consumer Cyclical
15.5%-11%
Basic Materials
11.9%0%
Technology
10.9%0%
Healthcare
4.6%0%

Fundamentals

P/E Ratio

37.98

Cat avg: 24.67

P/B Ratio

6.71

Cat avg: 3.38

Dividend Yield

0.26%

Cat avg: 1.15%

Price/Sale

5.42

Price/Cash Flow

34.82

Risk Metrics (3Y)

Sharpe Ratio

0.81

Cat avg: 0.45

Sortino Ratio

1.29

Cat avg: 0.67

Beta

1.16

Cat avg: 0.96

Std Deviation

21.32%

Cat avg: 15.47%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Motilal Oswal ELSS Tax Saver Dir Gr4,8620.97+4.8%+22.2%+18.3%
Axis ELSS Tax Saver Fd Dir Gr31,8690.87+0.5%+11.1%+8.1%
SBI ELSS Tax Saver Dir Gr31,8390.93-0.3%+17.5%+17.0%
Mirae Asset ELSS Tax Saver Dir Gr26,0490.56+3.0%+14.4%+13.2%
DSP ELSS Tax Saver Dir Gr16,5620.61+0.2%+16.2%+14.1%
HDFC ELSS TaxSaver Dir Gr15,6851.18-2.0%+15.5%+16.5%
Nippon India ELSS Tax Saver DirGr14,8800.87+2.0%+14.7%+14.3%
Aditya BSL ELSS Tax Saver Dir Gr14,4670.83+2.8%+12.9%+9.6%
ICICI Pru ELSS Tax Saver Dir Gr14,0640.96+1.1%+12.8%+12.4%
Quant ELSS Tax Saver Dir Gr13,1431.19+11.7%+17.6%+16.4%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹4,862 Cr
Expense Ratio0.97%
Volatility (3Y)21.3%
Sharpe Ratio0.81
Sortino Ratio1.29
Beta1.16
Min SIP₹500
Min Lumpsum₹5,000
Holdings32

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.