
Motilal Oswal ELSS Tax Saver Fund(G)-Direct Plan
+16.36%
5Y annualised
+16.36%
5Y annualised
-0.20% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹65.81
Min. SIP amount
₹500
Fund size (AUM)
4672 Cr
Expense ratio
0.62%
Launched on
21 Jan 2015
Lock-in period
3Y
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹65.81
Min. SIP amount
₹500
Fund size (AUM)
4672 Cr
Expense ratio
0.62%
Launched on
21 Jan 2015
Lock-in period
3Y
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
6.03%
Mid Cap
38.20%
Small Cap
48.06%
Others
7.71%
Sector Allocation
Capital Goods
20.39%
Finance
16.45%
Domestic Equities
12.78%
Automobile & Ancillaries
11.44%
It
7.29%
Plastic Products
5.27%
Electricals
4.30%
Cash & Cash Equivalents And Net Assets
4.02%
Others
18.00%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
If units sold on or before 0
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Ajay Khandelwal
Present
Ankit Agarwal
Present
Rakesh Shetty
Present
Similar/Peer Fund Comparison
Quant ELSS Tax Saver Fund(G)-Direct Plan
Motilal Oswal ELSS Tax Saver Fund(G)-Direct Plan
JM ELSS-Tax Saver Fund(G)-Direct Plan
Bank of India ELSS Tax Saver Fund(G)-Direct Plan
HSBC ELSS Tax saver Fund(G)-Direct Plan
Kotak ELSS Tax Saver Fund(G)-Direct Plan
Edelweiss ELSS Tax saver Fund(G)-Direct Plan
WOC ELSS Tax Saver Fund(G)-Direct Plan
FAQs
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