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Motilal Oswal ELSS Tax Saver Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• Long-term capital growth;

• Investment predominantly in equity and equity related instruments;

Fund Info

Scheme Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	0.65%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 3,835
AMC AUM (in Crs.)	₹ 19,090
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Units locked in for 3 years, No exit load

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset ELSS Tax Saver Fund - Direct Plan	500	500	16.27%
Axis ELSS Tax Saver Fund - Direct Plan	500	500	12.27%
ICICI Prudential ELSS Tax Saver Fund - Direct Plan	500	500	16.84%
HSBC ELSS Tax saver Fund - Direct Plan	500	500	18.88%
Aditya Birla Sun Life ELSS Tax Saver - Direct Plan	500	500	13.14%
Tata ELSS Tax Saver Fund - Direct Plan	500	500	16.78%
Axis ELSS Tax Saver Fund - Direct Plan	500	500	12.27%
Bandhan ELSS Tax saver Fund - Direct Plan	500	500	15.73%

Top 10 Holdings

Company	Holding Type	Asset(%)
Zomato Ltd	Equity	8
Trent Ltd	Equity	7
Prestige Estates Projects Ltd	Equity	5
Kalyan Jewellers India Ltd	Equity	5
Suzlon Energy Ltd	Equity	4
Inox Wind Ltd	Equity	4
Bharat Dynamics Ltd Ordinary Shares	Equity	4
CG Power & Industrial Solutions Ltd	Equity	4
Apar Industries Ltd	Equity	4
Kaynes Technology India Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	99
Cash	0
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Industrials	35
Consumer Cyclical	22
Financial Services	21
Real Estate	8
Healthcare	6

Fund Manager

Ajay Khandelwal

0+ years of experience

Niket Shah

0+ years of experience

Rakesh Shetty

1+ years of experience

Motilal Oswal Mutual Fund

AUM₹19,090 Cr

About

Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on December 29th of 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid.##What makes Motilal Oswal stand out is its investment philosophy, whose aim is, Buy Right: Sit Tight. The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business.##They create long term goals and follow the strategy of - buy and hold, which is basically buying securities that they see have an upward potential in long run.

mfservice@motilaloswal.com

Phone

8108622222

Address

Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m