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

Motilal Oswal · ELSS
High
₹50.94
Current NAV
23 Oct 2026
-3.7%
1Y Return
16.8%
3Y CAGR
13.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Very large asset base (AUM: ₹11,050 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the ELSS mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.

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
0.50
Sharpe Ratio
1.00
Beta
2.00
Alpha
0.55
Sortino
Fund Details
Fund House Motilal Oswal
Category ELSS
AUM ₹11050 Cr
Expense Ratio 1.00%
Min SIP ₹500
Min Lumpsum ₹1000
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