Motilal Oswal ELSS Tax Saver Fund
Direct · Growth ₹63.95
18 Jun 2026
NAV
18.1%
3Y CAGR
17.3%
5Y CAGR
18.0%
10Y CAGR
17.6%
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.
16.75
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 | ₹47.26 L | 18.7% | -20.2% | 47.7% |
| 5 Years | ₹60.00 L | ₹92.95 L | 18.3% | -5.0% | 36.6% |
| 7 Years | ₹84.00 L | ₹1.65 Cr | 19.2% | 10.4% | 28.6% |
| 10 Years | ₹1.20 Cr | ₹3.24 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% | 17.0% | +6.0% |
| 3 Years | 18.7% | 11.2% | 15.1% | +7.5% |
| 5 Years | 18.3% | 10.4% | 16.4% | +7.9% |
| 7 Years | 19.2% | 10.6% | 15.8% | +8.6% |
| 10 Years | 19.2% | 11.5% | 16.1% | +7.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.7% | 14.3% | -27.3% | 84.5% | 0.58 | 2.02 | 78% | — | — |
| 3 Years | 18.1% | 19.0% | -4.6% | 34.4% | 1.41 | 5.94 | 96% | — | — |
| 5 Years | 17.3% | 17.4% | 4.0% | 32.1% | 1.68 | 97.69 | 100% | — | — |
| 10 Years | 18.0% | 18.2% | 15.7% | 19.4% | 16.75 | — | 100% | — | — |
-37.7%
Max Drawdown
2 mo
Drawdown Duration
9 mo
Recovery Time
-6.0%
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 | +11.80 | 1.02 | 107.0% | 91.4% | 8.5% | -3.1% |
| 3 Years | +14.85 | 1.05 | 111.5% | 93.1% | 23.7% | 8.7% |
| 5 Years | +10.42 | 0.99 | 103.3% | 90.6% | 19.4% | 8.9% |
| 7 Years | +9.05 | 0.94 | 98.2% | 88.7% | 19.7% | 10.9% |
| 10 Years | +7.49 | 0.94 | 96.8% | 87.9% | 18.6% | 11.4% |
| 12 Years | +8.02 | 0.93 | 95.9% | 86.0% | 16.6% | 8.7% |
| 15 Years | +6.18 | 0.93 | 95.9% | 86.0% | 13.1% | 6.9% |
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 | PTC Industries Limited | 4.35% |
| 10 | Muthoot Finance Ltd | 4.35% |