Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
Expense Ratio: 1.82
Risk: Very High
Equity Scheme - ELSS
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 26-12-2014
Exit Load: Nil
Fund Size:₹4,374.49 Cr
Performance
1Y
Fund2.85%
Cat. Avg.-4.61%
2Y
Fund-1.05%
Cat. Avg.-3.57%
3Y
Fund18.16%
Cat. Avg.9.32%
5Y
Fund14.56%
Cat. Avg.8.48%
10Y
Fund15.05%
Cat. Avg.12.30%
SI
Fund15.50%
Cat. Avg.11.77%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Multi Commodity Exchange of India Limited | 274.79 | 5.65% |
| 2 | Ather Energy Limited | 227.06 | 4.67% |
| 3 | Zen Technologies Limited | 215.46 | 4.43% |
| 4 | Apar Industries Limited | 204.72 | 4.21% |
| 5 | Onesource Specialty Pharma Limited | 201.23 | 4.14% |
| 6 | PTC Industries Ltd | 197.52 | 4.06% |
| 7 | Gujarat Fluorochemicals Limited | 195.44 | 4.02% |
| 8 | Suzlon Energy Limited | 191.33 | 3.94% |
| 9 | Shriram Finance Limited | 179.83 | 3.70% |
| 10 | Billionbrains Garage Ventures Ltd | 176.84 | 3.64% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 62915 | +4.9% | +10.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.29 L. | +7.4% | +7.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.06 L. | +14.5% | +9.3% |
| 5Y | 08 Nov, 21 | 3 L. | 4.49 L. | +49.6% | +16.5% |
| 10Y | 07 Nov, 16 | 6 L. | 13.99 L. | +133.1% | +16.3% |
| SI | 09 Feb, 15 | 7.05 L. | 19.17 L. | +171.9% | +16.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.03 L. | +2.8% | +2.8% |
| 2Y | 16 Oct, 24 | 1 L. | 97908 | -2.1% | -1.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.65 L. | +65.0% | +18.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.97 L. | +96.6% | +14.5% |
| 10Y | 17 Oct, 16 | 1 L. | 4.09 L. | +308.8% | +15.1% |
| SI | 22 Jan, 15 | 1 L. | 5.43 L. | +442.8% | +15.5% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.