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Motilal Oswal ELSS Tax Saver Fund(IDCW)

IDCW
44.360.11% (+0.05)

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Motilal Oswal ELSS Tax Saver Fund(IDCW)

IDCW
EquityEquity Linked Savings Scheme (ELSS)
Mid-size FundAssets Under Mgmt: ₹ 4,186 Cr
Very High RiskPrinciple investment will be at very high risk
44.360.11% (+0.05)

Price Chart

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Returns
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EquityEquity Linked Savings Scheme (ELSS)
Mid-size FundAssets Under Mgmt: ₹ 4,186 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6518.632.17
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4315.071.14

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW3 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY 500 - TRI

About Equity Linked Savings Scheme (ELSS)

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.

Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal ELSS Tax Saver Fund(IDCW)43.35%21.50%16.18%
Axis ELSS Tax Saver Fund(IDCW)10.49%2.58%13.40%
SBI Long Term Equity Fund(IDCW)32.00%17.60%9.80%
Mirae Asset ELSS Tax Saver Fund(IDCW)21.42%6.84%13.54%

Price Comparison

Compare Motilal Oswal ELSS Tax Saver Fund(IDCW) with any MF, ETF, stock or index
Compare Motilal Oswal ELSS Tax Saver Fund(IDCW) with any MF, ETF, stock or index
Motilal Oswal ELSS Tax Saver Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity1.19%98.81%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+14 moreRetail - SpecialityReal EstateInvestment Banking & BrokerageIndustrial MachineryElectrical Components & Equipments43.52 %6.90 %7.04 %8.78 %9.57 %24.19 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 241.95%9.48%14.12%15.74%22.50%24.19%
Electrical Components & Equipments as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Trent Ltd
    TRENT
    3M change : -1.00 %

    Holdings

    6.90 %

    -1.00 %
  • Zomato Ltd
    ZOMATO
    3M change : -1.26 %

    Holdings

    6.63 %

    -1.26 %
  • Kalyan Jewellers India Ltd
    KALYANKJIL
    3M change : 0.33 %

    Holdings

    5.42 %

    0.33 %

AMC Profile

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

    42

  • Total AUM

    ₹ 83,626.22 Cr.

Fund Manager Profile

Ajay Khandelwal

AUM:  ₹59,486.51 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Santosh Singh

AUM:  ₹41,799.94 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Atul Mehra

AUM:  ₹33,952.81 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Rakesh Shetty

AUM:  ₹69,423.35 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Manager Performance (0)

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Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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