AK
Ajay KhandelwalLead
Since Dec 2023
AUM managed
₹1,05,097.39Cr
Tenure
Since Dec 2023
Funds
18
Motilal Oswal ELSS Tax Saver Reg Gr
ELSS (Tax Savings)Motilal Oswal Mutual Fund
NAV
₹55.35
-0.94% today
AUM
₹5,134.23 Cr
Fund size
Expense
2.12%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹500
one-time
Exit Load
0.0
on redemption
Fund snapshot
Category rank#1 of 38
Risk-o-meterVery High Risk
BenchmarkNifty 500 TR INR (100%)
Number of holdings29
Inception21 Jan 2015
Exit load0.0
Risk metrics
Alpha8.84
Beta1.16
Sharpe ratio0.75
Standard deviation21.62%
Sortino ratio1.21
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
RS
Since Nov 2022
AUM managed
₹1,61,951.73Cr
Tenure
Since Nov 2022
Funds
92
AM
Since Oct 2024
AUM managed
₹57,893.93Cr
Tenure
Since Oct 2024
Funds
16
AA
Since Mar 2026
AUM managed
₹95,366.52Cr
Tenure
Since Mar 2026
Funds
12
VS
Since Jul 2026
AUM managed
₹99,173.12Cr
Tenure
Since Jul 2026
Funds
15
About Motilal Oswal ELSS Tax Saver Reg Gr
Motilal Oswal ELSS Tax Saver Reg Gr is an open-ended ELSS (Tax Savings) mutual fund scheme offered by Motilal Oswal Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹55.35 per unit and the scheme manages ₹5,134.23 Cr in assets under management. The fund charges an expense ratio of 2.12% and is benchmarked against Nifty 500 TR INR (100%). Over the trailing 5 years, Motilal Oswal ELSS Tax Saver Reg Gr has delivered +14.79% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Motilal Oswal ELSS Tax Saver Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -2.31% | -3.41% |
| 3 months | -0.46% | -3.62% |
| 6 months | +6.46% | +1.35% |
| 1 year | +4.48% | -3.57% |
| 3 years | +18.55% | +9.41% |
| 5 years | +14.79% | +8.53% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -5.36% |
| 3 months | +9.26% | -2.54% |
| 6 months | +20.95% | +9.52% |
| 1 year | +17.89% | -1.67% |
| 3 years | +82.25% | +29.50% |
| 5 years | +113.03% | +51.89% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Motilal Oswal ELSS Tax Saver Reg Gr — frequently asked questions
What is the NAV of Motilal Oswal ELSS Tax Saver Reg Gr?
The latest net asset value (NAV) of Motilal Oswal ELSS Tax Saver Reg Gr is ₹55.35 per unit, -0.94% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Motilal Oswal ELSS Tax Saver Reg Gr delivered?
Motilal Oswal ELSS Tax Saver Reg Gr has returned +14.79% over the trailing 5 years (1 year: +4.48%, 3 years: +18.55%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Motilal Oswal ELSS Tax Saver Reg Gr?
Motilal Oswal ELSS Tax Saver Reg Gr charges an expense ratio of 2.12% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Motilal Oswal ELSS Tax Saver Reg Gr?
SEBI's riskometer classifies Motilal Oswal ELSS Tax Saver Reg Gr as Very High Risk, which is typical for a ELSS (Tax Savings) scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Motilal Oswal ELSS Tax Saver Reg Gr?
You can start a SIP in Motilal Oswal ELSS Tax Saver Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹500.
Who manages Motilal Oswal ELSS Tax Saver Reg Gr?
Motilal Oswal ELSS Tax Saver Reg Gr is managed by Motilal Oswal Mutual Fund, holds ₹5,134.23 Cr in assets under management and invests across 29 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Motilal Oswal Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- ELSS (Tax Savings)
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF247L01544
- Scheme code
- FS0000BNEG