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EquityELSSDirect · Growth

Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option

Motilal Oswal · Scheme 133386

64.36 0.72%NAV · 2026-08-05
72
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
22.5%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month-0.17%
3 Months+3.85%
6 Months+13.08%
1 Year+8.11%
3 Years (CAGR)+22.53%
5 Years (CAGR)+17.64%
10 Years (CAGR)+17.80%
Since Launch+17.42%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns89
Consistency77
Risk-adjusted51
Downside protection48
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +22.5%
  • 3Y CAGR vs category: +9.2% vs category avg
  • Positive 3Y windows: 95% of rolling 3Y windows positive
  • Beat category: beat category in 68% of windows
  • Alpha vs benchmark: +12.5%

What to watch

  • 1Y return: +8.1%
  • Sharpe ratio: 0.65
  • Sortino ratio: 0.78

Risk metrics

Sharpe ratio
0.65
Sortino ratio
0.78
Volatility
17.67%
Max drawdown
-37.72%
Downside capture
89.30%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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