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Motilal Oswal ELSS Tax Saver Fund Direct Growth - NAV : 52.1515
NAV (as on 2025-03-28)52.1515(-0.29%)
Risk: Very High
Category: Tax Savings
Raamdeo Agrawal
(Chairman, Motilal Oswal AMC)
A message from the fund manager/concerned person can go here.
Why Invest in this fund?
Investment Horizon
3+ years
For Whom
Investors who want to save tax and get the benefit of 80C with a lock in period of 3 years.
Allocations
Invests 65% or more in equity and related securities
Number of Stocks
Concentrated stock portfolio
Overview
Fund Name
Motilal Oswal ELSS Tax Saver Fund
(Formerly know as Motilal Oswal Long Term Equity Fund)
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 Sche...
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Portfolio Turnover Ratio
0.51
Latest AUM
₹ 3405.01 Crs (as on: 28-2-2025)
Total Expense Ratio
0.72% p.a.
Date of Allotment
21-1-2015
Benchmark
Nifty 500 TRIPerformance
would have become ₹ 10000.00
Periodic Returns
Current Value for an investment of Rs10,000
1 Year
3 Year
5 Year
Since Inception
Date of inception: 21-Jan-15. Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. Fund managed by Mr. Ajay Khandelwal, Mr. Santosh Singh, Mr. Atul Mehra and Mr.Rakesh Shetty. (Data as on 28th February 2025)
Portfolio
Industry Classification
Industry Classification as recommended by AMFI
Top 10 holding
Data as on 28-2-2025
Scheme Details
Entry Load
NIL
Exit Load
NIL
Type of Scheme
An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit.
Methodology of calculating sale price
Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to SEBI Circular dated June 30, 2009, no entry load will be charged by the scheme to the...
Read MoreProduct Labeling
This product is suitable for investors who are seeking*
- Long-term capital growth
- Investment predominantly in equity and equity related instruments
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Risk-o-meter of Scheme
The risk of the scheme is Very High
Risk-o-meter of Benchmark
Nifty 500 TRIThe risk of the benchmark is Very High
Fund Manager
Rakesh Shetty
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.
Other funds managed by him
- Motilal Oswal Ultra Short Term Fund
- Motilal Oswal Liquid Fund
- Motilal Oswal 5 Year G-Sec Fund Of Fund
- Motilal Oswal Focused Fund
- Motilal Oswal Midcap Fund
- Motilal Oswal Flexi Cap Fund
Ajay Khandelwal
Ajay has 13 years rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.
Other funds managed by him
- Motilal Oswal Small Cap Fund
- Motilal Oswal Large and Midcap Fund
- Motilal Oswal Large Cap Fund
- Motilal Oswal Multi Cap Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Business Cycle Fund
Atul Mehra
Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.
Other funds managed by him
- Motilal Oswal Large Cap Fund
- Motilal Oswal Multi Cap Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Flexi Cap Fund
- Motilal Oswal Focused Fund
