Motilal Oswal ELSS Tax Saver Fund Direct - IDCW Payout

Motilal Oswal · ELSS

High

₹39.39

Current NAV

25 Jun 2026

12.4%

1Y Return

22.4%

3Y CAGR

13.4%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.24%.
Excellent risk-adjusted performance (Sharpe Ratio: 1.84).
Generates significant excess returns relative to benchmark index (Alpha: 2.84).
Very large asset base (AUM: ₹13,390 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

1.84

Sharpe Ratio

1.44

Beta

2.84

Alpha

2.28

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