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EQUITYELSS

Motilal Oswal ELSS Tax Saver Fund

3 Year return

22.14%
NAV on December 12, 2025
57.0233
1D Returns
+0.37%
Launched on December 2014(11 years)

Investment Details

₹500
Minimum SIP Amount
₹500
Minimum one time investment
Lock-in period: 3.0000 years

Calculate Returns

Based on past performance of this fund

Your Investment3,600
Gain
42.78%1,540
Total Value 5,140

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹4,444.22 Cr.
Expense Ratio
0.64% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
2.5

Ratings by other agencies

Value Research
2
Crisil
2
Morning Star
3

Tax Implications

Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year

Motilal Oswal Mutual Fund Manager

AK

Ajay Khandelwal

Fund Manager since Oct 2024

AM

Atul Mehra

Fund Manager since Oct 2024

RS

Rakesh Shetty

Fund Manager since Sep 2024

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Asset management company

AUM
₹1,27,837.28 Cr.
No. of Schemes
101
Setup Date
November 2008

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant ELSS Tax Saver Fund14.8138%
3.5
HDFC ELSS Tax Saver20.8708%
0
SBI ELSS Tax Saver Fund23.0124%
5

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

About Motilal Oswal Long Term Equity Fund (MOFLTE) Direct Plan Growth

Motilal Oswal Long Term Equity Fund Direct Growth, an Equity Mutual Fund Scheme from Motilal Oswal Mutual Fund, aims to provide investors with an avenue for potential long-term capital growth. The scheme follows a strategy of investing 65% or more in equity and related securities, creating a concentrated stock portfolio. It's noteworthy that the scheme has a lock-in period of 3 years, which reflects its focus on encouraging a long-term investment horizon.

Investment Objective of the Scheme

The main investment objective of Motilal Oswal Long Term Equity Fund Direct Growth is to generate long-term capital appreciation. Long-term capital appreciation realises through a diversified portfolio consisting mainly of equity and equity-related instruments. The fund aims to identify and invest in fundamentally strong companies with the potential for sustainable growth, seeking to deliver attractive returns to its investors over the long run.

Key Features of The Fund

5-year return
21.8849%
Expense Ratio
0.64%
Fund Manager
Ajay Khandelwal
Fund Size
₹4444.22 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

Motilal Oswal Long Term Equity Fund Direct Growth is suitable for investors with a long-term investment horizon of at least three years. Those seeking the combined benefits of potential income tax savings under applicable provisions apart from the expectation of higher returns might find this scheme appealing. Furthermore, the fund carries a three-year lock-in period, which means investors should be willing to stay invested for this duration to avail the full benefits of the scheme. It's important to note that equity investments come with inherent market risks, and investors should be aware of the possibility of moderate risk during their investment tenure. As with any investment, the investors must evaluate their goals, risk tolerance, and investment horizon before making any decision.

AMC Contact Details

NameMotilal Oswal Mutual Fund
Launch DateNovember 2008
Address10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact91-2240548002 8108622222
Emailamc@motilaloswal.com
Websitehttps://www.motilaloswalmf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Achieve Financial Freedom with SIP

Consider using SIPs to achieve your financial goals like retirement planning or a child's education. SIPs inculcate a habit of regular saving and benefit from the power of compounding. Estimate how much you need to invest monthly to reach your target corpus using Angel One's SIP calculator. This free tool helps you plan your SIP investment strategy for various financial goals.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Motilal Oswal ELSS Tax Saver Fund on December 12, 2025, is ₹57.0233
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Motilal Oswal ELSS Tax Saver Fund, is ₹4444.22 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Motilal Oswal ELSS Tax Saver Fund is 0.64%
The Motilal Oswal ELSS Tax Saver Fund was launched on December 26, 2014. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Motilal Oswal ELSS Tax Saver Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

5,140 in 3Y at 22.1407% returns
SIP Date1st of every month

Your next SIP Payment will be on 12 January 2026

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