3 Year return

25.62%
Launched on December 2014 (10 years)

Investment Details

₹500

Minimum SIP Amount

₹500

Minimum one time investment

Fund has 3 years period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹4194.64 Cr.

Expense Ratio

0.64% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
2.5

Ratings by other agencies

2
2
3

Tax Implications

Withdrawal after 3 years:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings

Motilal Oswal Mutual Fund Managers

AK

Aditya Khemani

Fund Manager since Sep 2019

View Details

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund Asset management company

AUM ₹75,662.27 Cr.
No. of Schemes 69
Setup Date November 2008

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

SBI Long Term Equity Fund

24.24%

5

Quant ELSS Tax Saver Fund

21.49%

3.5

Bank of India ELSS Tax Saver

19.54%

3

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns

Key Features of The Fund

5-year return 25.09%
Expense Ratio 0.64%
Fund Manager Aditya Khemani
Fund Size ₹4194.64 Cr
Risk Profile Very High

AMC Contact Details

Name Motilal Oswal Mutual Fund
Launch Date November 2008
Addresss 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact 91-2240548002 8108622222
Email amc@motilaloswal.com
Website https://www.motilaloswalmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Explore Tax-Saving Investment Advantages With SIPs

You can deduct ₹1.5 lakh from your taxable income by investing in an Equity Linked Savings Scheme (ELSS) through SIP, as allowed by Section 80(C) of the Income Tax Act, 1961. With a SIP in ELSS, individuals whose income is in the highest tax bracket (30%) can save about ₹45,000 annually. Plan tax-efficient investments and estimate possible returns utilising systematic investment plan calculator.

FAQs

What is today's NAV of Motilal Oswal ELSS Tax Saver Fund Direct IDCW Payout?

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 Direct IDCW Payout Nov 05 2024 is 41.7753

What is the AUM of Motilal Oswal ELSS Tax Saver Fund Direct IDCW Payout?

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 Direct IDCW Payout is 4194.64 crore.

What is the expense ratio of Motilal Oswal ELSS Tax Saver Fund Direct IDCW Payout?

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 Direct IDCW Payout is 0.64%

What are the returns of Motilal Oswal ELSS Tax Saver Fund Direct IDCW Payout since inception?

The Motilal Oswal ELSS Tax Saver Fund Direct IDCW Payout was launched on Dec 26 2014. The fund has delivered a CAGR of 19.97 since inception.

What is the minimum SIP amount to invest in Motilal Oswal ELSS Tax Saver Fund Direct IDCW Payout?

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 Direct IDCW Payout is 500.

How do I invest in Motilal Oswal ELSS Tax Saver Fund Direct IDCW Payout?

  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.

How to start an SIP in Motilal Oswal ELSS Tax Saver Fund Direct IDCW Payout?

  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.

How do I automate an SIP in Motilal Oswal ELSS Tax Saver Fund Direct IDCW Payout?

  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.

How can I withdraw/redeem my investment in Motilal Oswal ELSS Tax Saver Fund Direct IDCW Payout?

  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.