Motilal Oswal ELSS Tax Saver Fund Direct Growth

Scheme code: INF247L01569 NAV value: ₹ 52.9127 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	0.69	80.29	45.03	28.39
3 year	9.52	32.38	22.54	19.8
5 year	5.51	32.31	16.14	15.18
7 year	11.73	20.55	16.26	14.39
10 year	15.64	20.31	17.42	15.51

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	45.03
3 year	6.28	33.32	15.79	22.54
5 year	3.54	26.02	13.5	16.14
7 year	3.33	15.62	11.71	16.26
10 year	3.49	17.22	10.6	17.42
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	45.03
3 year	6.56	32.12	15.89	22.54
5 year	3.67	26.2	13.34	16.14
7 year	3.8	15.42	11.89	16.26
10 year	3.8	18	11.04	17.42
12 year	3.63	16.86	11.23
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	45.03
3 year	7.68	33.37	17.29	22.54
5 year	3.4	27.63	13.8	16.14
7 year	3.76	16.01	12.11	16.26
10 year	3.56	16.94	10.91	17.42
12 year	3.31	16.54	11.04
15 year	6.56	16.42	10.97

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	45.03
3 year	8.04	34.46	18.27	22.54
5 year	3.37	28.64	14.21	16.14
7 year	3.97	16.42	12.41	16.26
10 year	3.53	17.72	11.22	17.42
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 45.03% - Median return: 53.88% - Average standard deviation: 8.07

Rolling return for 3 year

- Average return: 22.54% - Median return: 24.12% - Average standard deviation: 2.19

Rolling return for 5 year

- Average return: 16.14% - Median return: 15.97% - Average standard deviation: 1.12

Rolling return for 7 year

- Average return: 16.26% - Median return: 16.09% - Average standard deviation: 0.77

Rolling return for 10 year

- Average return: 17.42% - Median return: 17.3% - Average standard deviation: 0.93

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 (%)
1 year	12,00,000	13,87,169	1,87,169	15.60
3 year	36,00,000	51,10,174	15,10,174	12.39
5 year	60,00,000	95,16,200	35,16,200	9.66
7 year	84,00,000	1,61,72,848	77,72,848	9.81
10 year	1,20,00,000	3,21,64,849	2,01,64,849	10.36

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.97	15.6
3 year	7.31	12.39
5 year	7.48	9.66
7 year	6.39	9.81
10 year	5.96	10.36

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	5.27	15.6
3 year	7.48	12.39
5 year	7.46	9.66
7 year	6.41	9.81
10 year	6.17	10.36

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	5.62	15.6
3 year	8.24	12.39
5 year	7.88	9.66
7 year	6.62	9.81
10 year	6.24	10.36

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.67	15.6
3 year	8.72	12.39
5 year	8.23	9.66
7 year	6.82	9.81
10 year	6.47	10.36

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,87,169 - Absolute Returns: ₹1,87,169 - CAGR: 15.6%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,10,174 - Absolute Returns: ₹15,10,174 - CAGR: 12.39%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹95,16,200 - Absolute Returns: ₹35,16,200 - CAGR: 9.66%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,61,72,848 - Absolute Returns: ₹77,72,848 - CAGR: 9.81%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,21,64,849 - Absolute Returns: ₹2,01,64,849 - CAGR: 10.36%