Motilal Oswal ELSS Tax Saver Fund Direct Growth

Scheme code: INF247L01569 NAV value: ₹ 55.0793 NAV date: 19 March, 2026 TER: 0.67%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-27.30	84.45	14.71	19.90	12.77
3 year	-4.62	34.35	18.70	17.89	16.85
5 year	4.01	32.12	17.23	17.20	15.91
7 year	12.12	20.99	16.70	16.75	14.19
10 year	15.67	19.45	18.12	17.96	14.89

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.9
3 year	6.28	30.95	15.04	17.89
5 year	8.38	26.02	14.22	17.2
7 year	10.18	15.62	12.93	16.75
10 year	11.42	12.93	12.18	17.96
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	19.9
3 year	6.56	19.64	13.57	17.89
5 year	9.22	12.29	10.75	17.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.9
3 year	7.68	21.49	15.06	17.89
5 year	10.37	13.5	11.93	17.2

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.9
3 year	8.04	32.03	17.81	17.89
5 year	8.18	28.64	15.34	17.2
7 year	10.64	16.42	13.77	16.75
10 year	12.56	14.06	13.31	17.96

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,97,460 - Absolute Returns: ₹97,460 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,32,454 - Absolute Returns: ₹11,32,454 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,72,509 - Absolute Returns: ₹33,72,509 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,64,47,466 - Absolute Returns: ₹80,47,466 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,30,70,858 - Absolute Returns: ₹2,10,70,858 - CAGR: %

Drawdown Metrics

Max Drawdown

-37.72 %

Drawdown Duration

2 months

Recovery Time

9 months

Avg Drawdown

-5.93 %

Calmar Ratio by Duration

1 Y

0.5275

3 Y

0.4742

5 Y

0.4559

7 Y

0.444

10 Y

0.4761

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	8.16	1.21	122.1	112.3	11.64 %	4.00 %
3 years	11.11	1.07	111.0	96.4	22.71 %	11.28 %
5 years	8.04	0.99	102.7	92.7	17.46 %	9.44 %
7 years	6.44	0.94	97.1	90.0	16.94 %	10.74 %
10 years	6.14	0.94	96.0	88.6	17.85 %	12.06 %
12 years	4.88	0.94	96.0	88.5	14.66 %	10.00 %
15 years	3.74	0.94	96.0	88.5	11.57 %	7.92 %