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

Motilal Oswal · ELSS
High
₹59.22
Current NAV
23 Oct 2026
-2.6%
1Y Return
18.2%
3Y CAGR
14.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.69%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.09).
  • Very large asset base (AUM: ₹19,640 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • 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
Risk Metrics
1.09
Sharpe Ratio
0.69
Beta
2.09
Alpha
1.52
Sortino
Fund Details
Fund House Motilal Oswal
Category ELSS
AUM ₹19640 Cr
Expense Ratio 0.69%
Min SIP ₹500
Min Lumpsum ₹1000
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