January 24, 2026
RA Jainee
Motilal Oswal ELSS Tax Saver Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 55.67 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 36.99 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 4,341 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.64% |
| 1 Year Return (%) | 2.49 |
| 3 Year Return (%) | 22.72 |
| 5 Year Return (%) | 19.78 |
| 10 Year Return (%) | 18.15 |
| Return Since Launch | 16.87% |
⚖️ Sahifund Review – Motilal Oswal ELSS Tax Saver Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
ELSS funds are suitable for investors:
1. Seeking tax savings u/s 80C through a diversified equity portfolio
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• The fund has a lock-in-period of 3 years
Fund’s Investment Strategy:
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Fund Manager:
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
2) Atul Mehra
Education: Mr. Mehra has done B.Com, Master’s Degree in Accounting and CFA
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
3) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, 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.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | 3 Years |
| Exit Load | 0 |
Basic Details of Motilal Oswal ELSS Tax Saver Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 21-Jan-15 |
| Return Since Launch | 16.87% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 4,341 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.64% |
| (As on 31-Dec-2025) | |
| Risk Grade | High |
| Return Grade | High |
| Turnover | 56.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal ELSS Tax Saver Dir | -4.34 | 1.14 | -4.82 | -8.42 | -8.98 | 2.49 | 22.72 | 19.78 | 18.28 | 18.15 |
| BSE 500 TRI | -3.60 | 0.76 | -3.57 | -3.05 | -0.95 | 8.48 | 15.19 | 15.27 | 15.35 | 15.31 |
| Equity: ELSS | -3.57 | 0.69 | -3.80 | -3.63 | -2.12 | 6.80 | 16.65 | 16.31 | 16.19 | 15.67 |
| Rank within category | 34 | 2 | 33 | 40 | 39 | 34 | 2 | 4 | 5 | 3 |
| Number of funds in category | 40 | 40 | 40 | 40 | 40 | 39 | 36 | 33 | 30 | 28 |
Peer Comparison of Motilal Oswal ELSS Tax Saver Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal ELSS Tax Saver Dir | 4 star | 2.49 | 22.72 | 19.78 | 0.64 | 4,341 | 16.87 | — | 11Y | 56.00 |
| SBI ELSS Tax Saver Dir | 5 star | 7.78 | 23.17 | 20.71 | 0.92 | 32,609 | 16.08 | — | 13Y | 12.00 |
| DSP ELSS Tax Saver Dir | 4 star | 10.76 | 20.07 | 19.35 | 0.67 | 17,609 | 17.49 | — | 13Y | 34.00 |
| HDFC ELSS Tax Saver Dir | 5 star | 11.86 | 20.71 | 20.97 | 1.08 | 17,163 | 15.06 | — | 13Y | 16.48 |
| Bandhan ELSS Tax Saver Dir | 4 star | 9.14 | 15.85 | 18.75 | 0.66 | 7,333 | 17.13 | — | 13Y | 33.00 |
Portfolio Analysis of Motilal Oswal ELSS Tax Saver Fund
| No. of Stocks | 30 |
| Top 10 Stocks | 45.29% |
| Top 5 Stocks | 25.74% |
| Top 3 Sectors | 59.57% |
| Portfolio P/B Ratio | 5.17 |
| Portfolio P/E Ratio | 47.95 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 49,535 | 2,10,955 |
| Giant (%) | — | — |
| Large (%) | 16.02 | 64.28 |
| Mid (%) | 50.78 | 18.72 |
| Small (%) | 33.20 | 19.21 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://www.motilaloswalmf.com/mutualfund/login OR https://www.motilaloswalmf.com/mutual-funds
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