Motilal Oswal ELSS Tax Saver Fund Regular-Growth
The fund is rated 5 stars. The strongest areas were investment selection within each asset type, investment selection within each industry, and balance between returns and downside risk. It had a higher annual fee of 2.09% and was a minor drawback.
This fund has a good track record with Asset Selection/Timing, a good track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 5134.233 AUM and a 2.09 expense ratio. Considering all these factors, we have rated this fund as 5.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 8 Oct 2026
Risk ratios
As of 30 Sep 2026
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (30)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Multi Commodity Exchange Of India Ltd. | 5.63% | ₹289 Cr | 8,50,000 |
| Ather Energy Ltd. | 5.02% | ₹257.66 Cr | 15,00,000 |
| PTC Industries Ltd. | 4.96% | ₹254.71 Cr | 1,15,181 |
| One97 Communications Ltd. | 4.68% | ₹240.39 Cr | 14,00,000 |
| Apar Industries Ltd. | 4.48% | ₹230.13 Cr | 1,30,000 |
| Gujarat Fluorochemicals Ltd. | 4.28% | ₹219.68 Cr | 4,68,050 |
| Shaily Engineering Plastics Ltd. | 4.26% | ₹218.61 Cr | 6,68,063 |
| Zen Technologies Ltd. | 4.12% | ₹211.71 Cr | 11,90,000 |
| SJS Enterprises Ltd. | 4.07% | ₹209.04 Cr | 8,40,000 |
| Shriram Finance Ltd | 3.68% | ₹188.68 Cr | 17,00,000 |
Fund details
Long-term capital growth. Investment predominantly in equity and equity related instruments.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.