Comprehensive analysis of Motilal Oswal ELSS Tax Saver Fund (IDCW) (29397) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Motilal Oswal Asset Management Company Limited
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Market exposure level
Historical performance consistency
Recent performance momentum
Assets under management
Risk-adjusted returns
Fund management costs
This fund has outperformed its benchmark by 9.44% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Eternal Ltd | E-Commerce/App based Aggregator | 6.27% |
| Prestige Estates Projects Ltd | Realty | 4.55% |
| Amber Enterprises India Ltd | Consumer Durables | 4.35% |
| Multi Commodity Exchange of India Ltd | Financial Services | 4.34% |
| Kaynes Technology India Ltd | Consumer Durables | 4.06% |
| Bharat Dynamics Ltd | Aerospace & Defence | 3.89% |
| Gujarat Fluorochemicals Ltd | Chemicals | 3.51% |
| Suzlon Energy Ltd | Capital Goods - Electrical Equipment | 3.46% |
| Bharat Electronics Ltd | Aerospace & Defence | 3.34% |
| Piramal Enterprises Ltd | Finance | 3.32% |
Compare against ELSS category average
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1623.49 | 12.57% | -2.82% | 19.25% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1524.49 | 15.64% | 2.75% | 22.32% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1454.62 | 12.13% | -3.58% | 18.28% |
| HDFC ELSS Tax Saver Fund (G) | ₹1410.58 | 15.27% | 2.12% | 21.58% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1036.14 | 16.49% | 0.40% | 16.98% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹932.70 | 16.13% | -0.22% | 16.24% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹544.61 | 15.71% | 0.49% | 15.28% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹544.06 | 15.71% | 0.49% | 15.27% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹509.11 | 15.41% | -0.04% | 14.65% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹467.46 | 12.50% | -2.79% | 24.35% |
A seasoned investment professional with over 11 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.