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Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option

Fund House:
Motilal Oswal Mutual Fund
Category:
Equity: ELSS
Status:
Open Ended Schemes
Launch Date:
05-01-2015
ISIN Number:
INF247L01544
Minimum Investment:
500
Minimum SIP:
1000
Total Assets: (29-11-2024):
4185.95
Nav (20-12-2024)
55.0957
CAGR Since Inception:
18.66
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-11-2024)::
1.83 %
Risko-Meter:
Very High
Exit Load:
Nil Units allotted under Long Term Fund (open ended ELSS) are eligible for Tax deduction as per conditions laid u/s 80C of Income Tax Act ,1961 and are in 3 year lock in from date of investment
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 51.18 40.6 29.09 24.18 0
HSBC ELSS Tax saver Fund - Regular Growth 36.8 29.61 20.7 19.49 14.27
HSBC Tax Saver Equity Fund - Growth 36.11 28.24 20.55 19.93 13.81
SBI Long Term Equity Fund - Regular Plan- Growth 32.96 32.06 25.91 24.21 14.95
JM ELSS Tax Saver Fund (Regular) - Growth option 31.4 28.38 20.78 21.39 15.88
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 31 28.89 0 0 0
Invesco India ELSS Tax Saver Fund - Growth 29.11 26.87 16.82 18.92 14.56
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 27.73 28.03 20.64 25.13 16.8
DSP ELSS Tax Saver Fund - Regular Plan - Growth 27.57 25.89 20.54 21.1 16.09
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 27.42 26.1 18.09 18 13.26
Fund Manager
Ajay Khandelwal, Niket Shah, Rakesh Shetty:
Scheme Objective
The scheme seeks to provide capital appreciation by investing in a well diversified portfolio of equity and equity related securities:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option NIFTY 50 TRI Equity: ELSS
CAGR since inception 18.66% 13.95% 16.05%
1 Year 51.18% 12.84% 23.30%
3 Year 29.09% 13.73% 17.92%
5 Year 24.18% 15.28% 19.01%
10 Year 0.00% 12.46% 13.96%
Nav / Index Value as on2024-12-22 4,185.95% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 0.47
Cash & Cash Equivalents 0.72
Equity 98.82
Company Holding
TRENT LIMITED 6.9
ZOMATO LIMITED 6.63
KALYAN JEWELLERS INDIA LIMITED 5.42
KAYNES TECHNOLOGY INDIA LIMITED 4.26
PRESTIGE ESTATES PROJECTS LIMITED 4.16
GUJARAT FLUOROCHEMICALS LIMITED 3.86
PREMIER ENERGIES LIMITED 3.7
INOX WIND LIMITED 3.63
SUZLON ENERGY LIMITED 3.62
APAR INDUSTRIES LIMITED 3.58
FAQ's of Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
How do I use the SIP Calculator to calculate Motilal Oswal Mutual Fund ?

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Now, you will be able to see the estimated returns.
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