Motilal Oswal ELSS Tax Saver Fund Direct Growth

Scheme code: INF247L01569 NAV value: ₹ 51.5542 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	0.69	80.29	45.03	28.39
3 year	9.52	32.38	22.54	19.8
5 year	5.51	32.31	16.14	15.18
7 year	11.73	20.55	16.26	14.39
10 year	15.64	20.31	17.42	15.51

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	45.03
3 year	6.28	33.32	15.57	22.54
5 year	0.74	26.02	12.91	16.14
7 year	3.33	15.62	11.64	16.26
10 year	3.49	17.22	10.65	17.42
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	45.03
3 year	6.56	32.12	15.66	22.54
5 year	1	26.2	12.75	16.14
7 year	3.8	15.42	11.84	16.26
10 year	3.8	18	11.09	17.42
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	45.03
3 year	7.68	33.37	17	22.54
5 year	0.71	27.63	13.15	16.14
7 year	3.76	16.01	12.04	16.26
10 year	3.56	16.94	10.94	17.42
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	45.03
3 year	8.04	34.46	17.98	22.54
5 year	0.69	28.64	13.53	16.14
7 year	3.97	16.42	12.35	16.26
10 year	3.53	17.72	11.24	17.42
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 45.03% - Median return: 53.88% - Average standard deviation: 8.07

Rolling return for 3 year

- Average return: 22.54% - Median return: 24.12% - Average standard deviation: 2.19

Rolling return for 5 year

- Average return: 16.14% - Median return: 15.97% - Average standard deviation: 1.12

Rolling return for 7 year

- Average return: 16.26% - Median return: 16.09% - Average standard deviation: 0.77

Rolling return for 10 year

- Average return: 17.42% - Median return: 17.3% - Average standard deviation: 0.93

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,87,169	1,87,169	15.60
3 year	36,00,000	51,10,174	15,10,174	12.39
5 year	60,00,000	95,16,200	35,16,200	9.66
7 year	84,00,000	1,61,72,848	77,72,848	9.81
10 year	1,20,00,000	3,21,64,849	2,01,64,849	10.36

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	15.6
3 year	7.35	12.39
5 year	7.28	9.66
7 year	6.36	9.81
10 year	5.93	10.36

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	15.6
3 year	7.51	12.39
5 year	7.25	9.66
7 year	6.38	9.81
10 year	6.15	10.36

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	15.6
3 year	8.25	12.39
5 year	7.64	9.66
7 year	6.58	9.81
10 year	6.21	10.36

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	15.6
3 year	8.74	12.39
5 year	7.97	9.66
7 year	6.78	9.81
10 year	6.43	10.36

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,87,169 - Absolute Returns: ₹1,87,169 - CAGR: 15.6%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,10,174 - Absolute Returns: ₹15,10,174 - CAGR: 12.39%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹95,16,200 - Absolute Returns: ₹35,16,200 - CAGR: 9.66%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,61,72,848 - Absolute Returns: ₹77,72,848 - CAGR: 9.81%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,21,64,849 - Absolute Returns: ₹2,01,64,849 - CAGR: 10.36%