Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Significant holdings have underlying redflags
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.65 | 16.51 | 2.95 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.43 | 14.40 | 2.25 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund | 64.21% | 27.70% | 20.23% |
Axis ELSS Tax Saver Fund | 37.11% | 11.60% | 18.39% |
SBI Long Term Equity Fund | 57.05% | 29.92% | 18.23% |
Mirae Asset ELSS Tax Saver Fund | 38.07% | 19.64% | 21.55% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Others
Holdings
7.51 %
Holdings
6.69 %
Holdings
5.00 %
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
34
Total AUM
₹ 61,039.11 Cr.
Ajay Khandelwal
AUM: ₹13,536.09 Cr.
|
Exp: 10yrs
Niket Shah
AUM: ₹39,079.55 Cr.
|
Exp: —
Rakesh Shetty
AUM: ₹53,513.82 Cr.
|
Exp: 13yrs
Manager Performance (0)
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
Returns
Fund has been able to generate better returns compared to other funds in the same category