Motilal Oswal ELSS Tax Saver Fund

Ticker: mf12702
Decent 48/100

☆ Add to Watchlist

More Options

Business Overview

Motilal Oswal ELSS Tax Saver Fund is an equity-linked savings scheme designed to help investors save on taxes while potentially growing their wealth. Ideal for individuals looking to invest for the long term while enjoying tax benefits under Section 80C, this fund focuses on high-quality stocks to deliver robust returns. With a disciplined investment approach and a strong track record, it stands out as a reliable option for tax-saving investments.

  • Equity-linked savings scheme for tax benefits
  • Ideal for long-term wealth creation
  • Eligible for tax deduction under Section 80C
  • Managed by experienced investment professionals
  • Focus on high-quality stocks for better returns

Investment Thesis

Motilal Oswal ELSS Tax Saver Fund stands out due to its credible promoter group, robust digital services growth potential, and attractive valuation compared to peers. This fund offers a solid investment opportunity for retail investors looking to maximize tax savings while benefiting from a well-managed portfolio.

  • Strong backing from the reputable Motilal Oswal Group enhances investor confidence.
  • Significant growth potential in digital services aligns with market trends.
  • Valuation metrics are favorable compared to similar funds, presenting a buying opportunity.
  • Consistent performance track record showcases effective fund management.
  • Tax-saving benefits under Section 80C make it an appealing choice for investors.

Opportunity vs Risk

Opportunities
  • Tax benefits on investments
  • Strong historical performance
  • Diversified equity exposure
  • Potential for long-term growth
Risks ⚠️
  • Market volatility impact
  • Lock-in period of 3 years
  • Economic downturn risks
  • Management performance variability

Peer Perspective

Motilal Oswal ELSS Tax Saver Fund trades at a slight premium compared to peers like Axis Long Term Equity Fund and Mirae Asset Tax Saver Fund. A rerating could occur with consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Motilal Oswal ELSS Tax Saver Fund • Updated: 2025-09-29 15:03:50
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model but lacks a strong moat.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are minor concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are notable.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows decent potential with consistent growth and manageable risks, but there are areas for improvement in governance and liquidity.


Latest News

More ↗

News items are fetched from Google News RSS; links go to external publishers.