Motilal Oswal ELSS Tax Saver Fund
Direct · Growth ₹63.35
31 Jul 2026
NAV
18.1%
3Y CAGR
17.3%
5Y CAGR
18.0%
10Y CAGR
17.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
17.17
Sharpe
-37.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.87 L | 20.5% | -53.9% | 91.0% |
| 3 Years | ₹36.00 L | ₹47.16 L | 18.7% | -20.2% | 47.7% |
| 5 Years | ₹60.00 L | ₹93.44 L | 18.3% | -5.0% | 36.6% |
| 7 Years | ₹84.00 L | ₹1.66 Cr | 19.2% | 10.4% | 28.6% |
| 10 Years | ₹1.20 Cr | ₹3.19 Cr | 19.2% | 15.9% | 23.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 20.5% | 14.5% | 16.9% | +6.0% |
| 3 Years | 18.7% | 11.2% | 14.9% | +7.5% |
| 5 Years | 18.3% | 10.4% | 16.2% | +7.9% |
| 7 Years | 19.2% | 10.6% | 15.7% | +8.7% |
| 10 Years | 19.2% | 11.5% | 16.1% | +7.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.5% | 14.1% | -27.3% | 84.5% | 0.57 | 2.01 | 78% | — | — |
| 3 Years | 18.1% | 19.2% | -4.6% | 34.4% | 1.43 | 6.02 | 96% | — | — |
| 5 Years | 17.3% | 17.5% | 4.0% | 32.1% | 1.70 | 98.83 | 100% | — | — |
| 10 Years | 18.0% | 18.2% | 15.7% | 19.4% | 17.17 | — | 100% | — | — |
-37.7%
Max Drawdown
2 mo
Drawdown Duration
9 mo
Recovery Time
-5.9%
Avg Drawdown
Calmar Ratio by Duration
0.52
1Y
0.48
3Y
0.46
5Y
0.45
7Y
0.48
10Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +7.76 | 0.98 | 100.8% | 90.5% | 6.4% | -1.6% |
| 3 Years | +14.38 | 1.04 | 110.3% | 92.2% | 21.7% | 7.3% |
| 5 Years | +8.56 | 0.98 | 101.3% | 90.6% | 17.5% | 8.9% |
| 7 Years | +8.83 | 0.94 | 97.6% | 88.2% | 20.4% | 11.9% |
| 10 Years | +6.65 | 0.94 | 96.0% | 87.9% | 17.3% | 10.9% |
| 12 Years | +7.85 | 0.93 | 95.4% | 85.7% | 16.5% | 8.8% |
| 15 Years | +6.04 | 0.93 | 95.4% | 85.7% | 13.0% | 7.0% |
21
Total Holdings
50.7%
Top 10 Weight
11
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Multi Commodity Exchange of India Ltd | 7.80% |
| 2 | Piramal Finance Limited | 6.00% |
| 3 | Apar Industries Ltd | 5.37% |
| 4 | Waaree Energies Limited | 4.92% |
| 5 | Amber Enterprises India Limited | 4.56% |
| 6 | Onesource Specialty Pharma Limited | 4.53% |
| 7 | Billionbrains Garage Ventures Ltd | 4.43% |
| 8 | Ather Energy Limited | 4.37% |
| 9 | Muthoot Finance Ltd | 4.35% |
| 10 | PTC Industries Limited | 4.35% |