Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW)
₹ 500
Min SIP
₹ 500
Min Lumpsum
0.67 %
Expense Ratio
Rating
3,402
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 56.1% | 27.8% | 23.5% | 18.8% | ||||
| Category Average | 37.8% | 19.7% | 19% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
5.23
Alpha
3.95
SD
0.93
Beta
1.19
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund 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.
Fund Managers
Niket Shah
Niket Shah of Motilal Oswal has been the top fund manager in the Motilal Oswal Mutual Fund for the past year. He has been able to deliver good returns for the investors and is one of the most prolific fund managers in the industry. He has been able to provide good market timing and has been able to navigate through a volatile market safely.
He has been able to identify and profit from growth opportunities in the market in companies that are undervalued. He has been able to analyze the market in a unique way by taking into account the companies’ financial health and not just focusing on a firm’s profit and its share price.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 40
-
41.3%Fund Size - 40
-
32.5%Fund Size - 40
-
25.9%Fund Size - 40
-
- Equity .
- ELSS .
-
- 38
-
40.4%Fund Size - 38
-
31.6%Fund Size - 38
-
25.6%Fund Size - 38
-
- Equity .
- ELSS .
-
- 82
-
40.3%Fund Size - 82
-
31.5%Fund Size - 82
-
25.1%Fund Size - 82
-
- Equity .
- ELSS .
-
- 32
-
40.8%Fund Size - 32
-
30.3%Fund Size - 32
-
25.3%Fund Size - 32
-
- Equity .
- ELSS .
-
- 71
-
44.8%Fund Size - 71
-
26.4%Fund Size - 71
-
26.1%Fund Size - 71
AMC Contact Details
Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu-
llah sayani road opp parel st
depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com
More Funds from Motilal Oswal Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Focused .
-
- 1,861
-
26.1%Fund Size - 1,861
-
14%Fund Size - 1,861
-
16.2%Fund Size - 1,861
-
- Hybrid .
- Aggressive Hybrid .
-
- 417
-
21.6%Fund Size - 417
-
15.7%Fund Size - 417
-
15.7%Fund Size - 417
-
- Equity .
- ELSS .
-
- 3,402
-
56.1%Fund Size - 3,402
-
27.8%Fund Size - 3,402
-
23.5%Fund Size - 3,402
-
- Other .
- FoFs Overseas .
-
- 4,624
-
40.7%Fund Size - 4,624
-
15.7%Fund Size - 4,624
-
23.4%Fund Size - 4,624
-
- Equity .
- Mid Cap .
-
- 9,819
-
58.9%Fund Size - 9,819
-
38.8%Fund Size - 9,819
-
29.8%Fund Size - 9,819
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,930
-
40.3%Fund Size - 1,930
-
21.7%Fund Size - 1,930
-
20.4%Fund Size - 1,930
-
- Equity .
- Large Cap .
-
- 26,137
-
39.7%Fund Size - 26,137
-
26.3%Fund Size - 26,137
-
19.8%Fund Size - 26,137
-
- Equity .
- Large Cap .
-
- 12,830
-
29.5%Fund Size - 12,830
-
17.8%Fund Size - 12,830
-
19.8%Fund Size - 12,830
-
- Equity .
- Large Cap .
-
- 54,904
-
39.1%Fund Size - 54,904
-
22.4%Fund Size - 54,904
-
19.7%Fund Size - 54,904
-
- Equity .
- Large Cap .
-
- 8,027
-
31.5%Fund Size - 8,027
-
19%Fund Size - 8,027
-
19.1%Fund Size - 8,027
Frequently Asked Questions
How to invest in Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) ?
You can invest in Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) ?
The NAV of Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) is ₹35.5 as of 17 May 2024.
How to redeem Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW)?
The minimum SIP amount of Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) is ₹500
What are the top sectors Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) has invested in?
The top sectors Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) has invested in are
- Retailing - 12.8%
- Electrical Equipments - 10.95%
- Healthcare Services - 9.03%
- Finance - 8.96%
- Banks - 8.67%
Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW)?
Yes, You can select both SIP or Lumpsum investment of Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) based on your investment objective and risk tolerance.
How much returns have Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) generated ?
The Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) has delivered 18.8% since inception
What is the expense ratio of Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) ?
The expense ratio of Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) is 0.67 % as of 17 May 2024.
What is the AUM of Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW)?
The AUM of Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) is ₹35,484 Cr as of 17 May 2024
What are the top stock holdings of Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW)?
The top stock holdings of Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) are
- Zomato Ltd - 7.13%
- Trent - 6.15%
- Jio Financial - 5.6%
- Prestige Estates - 4.67%
- IndusInd Bank - 4.46%
How can I redeem my investments in Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW) in Scheme, enter the redemption amount, and click on submit button.