Motilal Oswal ELSS Tax Saver Fund - Direct Plan has delivered 75.46% absolute return over the last 5 years.
The average return for ELSS funds is 63.29% .
This fund ranks #8 in its category based on 5-year returns.
The largest portfolio holding is MULTI COMMODITY EXCHANGE OF INDIA LTD with a portfolio weight of 5.06% .
The fund currently owns more than 32 stocks.
The top 10 holdings account for 42.37% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 24.29% | -3.86% |
| 2 Year Return | 80.11% | 7.32% |
| 3 Year Return | 130.54% | 26.26% |
| 4 Year Return | 263.54% | 48.86% |
| 5 Year Return | 262.58% | 63.29% |
| 6 Year Return | 274.30% | 104.35% |
| 7 Year Return | 484.82% | 130.89% |
| Expense Ratio | 0.64% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Exchange Platform |
5.06%
|
|
| 2 | Chemicals - Speciality |
4.50%
|
|
| 3 | Materials |
4.27%
|
|
| 4 | Auto Ancl - Others |
4.23%
|
|
| 5 | Plastics - Plastic & Plastic Products |
4.22%
|
|
| 6 | Financial Technologies (Fintech) |
4.15%
|
|
| 7 | Metals - Non Ferrous - Others |
4.04%
|
|
| 8 | Information Technology |
4.04%
|
|
| 9 | Auto Ancl - Batteries |
3.95%
|
|
| 10 | Industrials |
3.91%
|
|
| 11 | Financials |
3.84%
|
|
| 12 | Non-Banking Financial Company (NBFC) |
3.78%
|
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Motilal Oswal ELSS Tax Saver Fund - Direct Plan is managed by MOTILALOSWAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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