Motilal Oswal ELSS Tax Saver Fund Direct Growth

Scheme code: INF247L01569 NAV value: ₹ 52.7891 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 39.96 80.29 57.13 36.77
3 year 20.21 32.18 26.16 19.32
5 year 18.79 29.78 24.35 20.54
7 year 15.94 20.55 18.32 15.85
10 year 19.78 20.23 20.01 16.23

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 57.13
3 year 7.63 16.87 13.32 26.16
5 year 12.6 19.62 15.37 24.35
7 year 10.81 15.2 13.42 18.32
10 year 9.81 13.99 12.12 20.01
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 57.13
3 year 7.94 17.89 14.14 26.16
5 year 13.28 20.23 15.93 24.35
7 year 10.62 15.28 13.42 18.32
10 year 10.08 14.47 12.61 20.01
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 57.13
3 year 9.26 19.51 15.7 26.16
5 year 14.45 21.69 17.28 24.35
7 year 11.07 15.88 13.98 18.32
10 year 10.64 15.2 13.25 20.01
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 57.13
3 year 9.84 20.48 16.73 26.16
5 year 15.2 22.82 18.38 24.35
7 year 11.31 16.28 14.37 18.32
10 year 11.16 15.89 13.85 20.01
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 57.13
10 year 4.92 20.34 12.6 20.01

Rolling return for 1 year

Average return: 57.13%
Min Max Min-Max Max-Min Standard Deviation Mean From To
50.05 44.64 50.05 44.64 2.7 47.34 01-2024 01-2025
55.22 53.38 62.79 46.25 5.88 54.41 12-2023 12-2024
58.04 54.37 70.94 42.72 10.07 56.52 11-2023 11-2024
66.47 71.56 80.29 58.4 7.95 69.18 10-2023 10-2024
62.84 71.01 76.5 57.78 7.22 67.03 09-2023 09-2024
54.37 64.29 70.17 49.03 8.26 59.46 08-2023 08-2024
57.32 60.89 65.31 53.11 4.49 59.16 07-2023 07-2024
47.66 59.67 68.46 39.96 10.94 53.94 06-2023 06-2024
56.11 57.69 66.14 48.17 6.38 57.03 05-2023 05-2024
58.05 62.34 67.02 53.62 4.97 60.26 04-2023 04-2024
48.02 53.85 60.59 41.81 6.95 51.07 03-2023 03-2024
48.03 52.12 56.17 44.19 4.48 50.13 02-2023 02-2024

Rolling return for 3 year

Average return: 26.16%
Min Max Min-Max Max-Min Standard Deviation Mean From To
29.82 27 29.82 27 1.41 28.41 01-2022 01-2025
30.1 29.65 32.18 27.61 1.62 29.88 12-2021 12-2024
25 25.61 28.32 22.37 2.11 25.33 11-2021 11-2024
26.13 27.96 29.52 24.6 1.86 27.05 10-2021 10-2024
25.55 27.87 28.97 24.49 1.78 26.72 09-2021 09-2024
24.14 25.85 28.24 21.83 2.35 25.02 08-2021 08-2024
26.55 26.53 28.66 24.45 1.49 26.55 07-2021 07-2024
23.51 26.85 29.06 21.39 2.96 25.2 06-2021 06-2024
26.53 26.28 29.18 23.69 1.94 26.42 05-2021 05-2024
26.41 26.89 28.75 24.58 1.48 26.66 04-2021 04-2024
22.44 23.52 25.81 20.21 2.02 22.99 03-2021 03-2024
24.27 23.19 26.5 21.02 1.97 23.74 02-2021 02-2024

Rolling return for 5 year

Average return: 24.35%
Min Max Min-Max Max-Min Standard Deviation Mean From To
26.36 25.21 26.36 25.21 0.57 25.79 01-2020 01-2025
25.91 26.33 27.11 25.13 0.72 26.12 12-2019 12-2024
23.8 25.21 25.76 23.26 1.01 24.51 11-2019 11-2024
26.48 26.44 28.52 24.44 1.44 26.47 10-2019 10-2024
27.7 26.92 29.78 24.89 1.75 27.32 09-2019 09-2024
25.82 27.28 28.29 24.82 1.33 26.55 08-2019 08-2024
25.71 25.06 26.96 23.83 1.13 25.39 07-2019 07-2024
21.51 24.15 24.75 20.92 1.64 22.83 06-2019 06-2024
22.85 22.85 24.39 21.33 1.08 22.86 05-2019 05-2024
21.49 22.24 22.84 20.9 0.74 21.87 04-2019 04-2024
20.34 20.75 22.31 18.79 1.25 20.55 03-2019 03-2024
21.77 22.06 23.08 20.76 0.83 21.92 02-2019 02-2024

Rolling return for 7 year

Average return: 18.32%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.07 18.59 19.07 18.59 0.24 18.83 01-2018 01-2025
19.54 19.23 20.35 18.42 0.69 19.38 12-2017 12-2024
18.56 18.99 19.89 17.66 0.8 18.77 11-2017 11-2024
19.09 20.05 20.45 18.69 0.71 19.57 10-2017 10-2024
19.17 19.58 20.55 18.21 0.84 19.38 09-2017 09-2024
17.82 18.79 19.47 17.15 0.89 18.31 08-2017 08-2024
18.31 18.33 19.15 17.5 0.58 18.32 07-2017 07-2024
16.61 18.34 18.82 16.13 1.13 17.48 06-2017 06-2024
17.44 17.63 18.49 16.59 0.68 17.54 05-2017 05-2024
17.41 17.51 18.34 16.58 0.62 17.46 04-2017 04-2024
17.03 17.29 18.4 15.94 0.87 17.16 03-2017 03-2024
17.48 17.9 18.38 17 0.51 17.69 02-2017 02-2024

Rolling return for 10 year

Average return: 20.01%
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.23 19.78 20.23 19.78 0.22 20.01 01-2015 01-2025