Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth
code 133386 ELSS direct plan · growth NAVs 2015-01-22 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2015-01-22, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | -0.11% | -4.66% | -6.04% | 1.38% | 2026-10-09 → 2026-11-09 |
| 3M | -1.43% | 1.06% | -3.61% | 4.67% | 2026-08-07 → 2026-11-09 |
| 6M | -0.28% | 18.41% | 5.81% | 12.60% | 2026-05-08 → 2026-11-09 |
| 1Y | 7.42% | 9.36% | -1.79% | 11.16% | 2025-11-07 → 2026-11-09 |
| 3Y | 19.17% | 20.53% | 9.55% | 10.97% | 2023-11-09 → 2026-11-09 |
| 5Y | 15.64% | 16.79% | 9.02% | 7.77% | 2021-11-09 → 2026-11-09 |
| 7Y | 18.41% | 18.98% | 14.12% | 4.86% | 2019-11-08 → 2026-11-09 |
| 10Y | 16.93% | 17.00% | 12.86% | 4.13% | 2016-11-09 → 2026-11-09 |
| since inception | 16.91% | 17.17% | 11.39% | 5.79% | 2015-01-22 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| fund | 14.26% | 45.96% | -7.61% | 14.70% | 10.26% | 33.77% | 3.03% | 38.71% | 49.50% | -8.00% |
| benchmark | 5.12% | 37.65% | -2.14% | 8.97% | 17.89% | 31.60% | 4.25% | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 2,629 | 19.35% | 13.96% | -27.18% | 84.45% | 79% | 68% |
| 3 years | 2,136 | 18.20% | 19.36% | -4.61% | 34.32% | 96% | 68% |
| 5 years | 1,647 | 17.30% | 17.46% | 4.01% | 32.09% | 100% | 74% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 19.60% | 15.65% | 16.06% |
| volatility | 22.20% | 19.15% | 19.14% |
| max drawdown | -27.71% | -27.71% | -37.72% |
| downside deviation | 13.89% | 11.85% | 13.15% |
| Sharpe ratio | 0.65 | 0.56 | 0.60 |
| Sortino ratio | 1.04 | 0.90 | 0.87 |
| Calmar ratio | 0.71 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: ELSS
Overall ★★★★★ (3y ★★★★★ · 5y ★★★★★ · 10y ★★★★☆) · as of 2026-10 · 141 months of history
| percentile rank (1 = best) | 3 years of 36 funds | 5 years of 30 funds | 10 years of 26 funds |
|---|---|---|---|
| return | 1st | 1st | 4th |
| volatility | 100th | 100th | 100th |
| Sharpe | 1st | 4th | 8th |
| Sortino | 1st | 1st | 8th |
| worst fall | 98th | 100th | 72nd |
| risk-adjusted return (MRAR) | 1st | 1st | 12th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.