Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 61.84 | 27.4 | 22.56 | 19.2 |
Average Rolling Returns(%) | 20.08 | 15.87 | 13.98 | 18.11 |
The Current NAV of Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan is ₹48.23.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.
Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan fund’s expense ratio is 0.67%
The process for redemption is
The AUM of Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan is currently ₹3,402 Crores.
The Top three stocks are Zomato, Trent and JIO Financial Serv. and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 47% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan fund are BFSI, Capital Goods and Retail accounting for 60% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan Fund is Equity - ELSS.
Aditya Khemani and Rakesh Shetty manage the Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan Fund.
Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan current PE ratio is 56.11 and PB ratio is 10.18
The asset allocation of Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan is Stocks : 98.53%, Debt : 1.47% and Gold : 0%
The minimum SIP amount for Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan is Nil