The Motilal Oswal ELSS Tax Saver Fund Direct-Growth is a tax-saving mutual fund offered by Motilal Oswal Mutual Fund. With an Assets Under Management (AUM) of ₹4,414.88 Crores, the latest declared NAV stands at ₹57.976.
The fund has delivered an impressive return of 34.36% over the past year, 87.42% over the last 3 years, and a remarkable 474.16% since its launch.
Motilal Oswal ELSS Tax Saver Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -9.61% | -5.62% |
| 3 months | -6.71% | -6.7% |
| 6 months | 5.56% | -4.15% |
| 1 year | 34.36% | 17.13% |
| 3 years | 23.57% | 14.63% |
| 5 years | 23.14% | 19.6% |
| 7 years | 17.18% | 14.33% |
Motilal Oswal ELSS Tax Saver Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
Trent Ltd. |
Services | Equity | 6.86% |
|
Zomato Ltd. |
Services | Equity | 6.25% |
|
Kalyan Jewellers India Ltd. |
Consumer Discretionary | Equity | 5.44% |
|
Kaynes Technology India Ltd. |
Capital Goods | Equity | 5.00% |
|
Prestige Estates Projects Ltd. |
Construction | Equity | 4.05% |
Sector Allocation in Motilal Oswal ELSS Tax Saver Fund
| Sector | Percentage | Value (₹) |
|---|---|---|
| Capital Goods | 23.45% | ₹1,035.28 Cr |
| Services | 16.43% | ₹725.41 Cr |
| Consumer Discretionary | 11.54% | ₹509.26 Cr |
| Financial | 10.21% | ₹450.87 Cr |
| Construction | 6.74% | ₹297.53 Cr |
| Others | 31.63% | ₹1,396.43 Cr |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
