MonitorDirect · Growth
Motilal Oswal ELSS Tax Saver Fund
Motilal Oswal Mutual FundEquity Scheme - ELSS11.7 years
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
- NAV
- 65.7975
- 15 Sept 2026
- 1Y
- +8.8%
- Trailing CAGR
- Upside capture
- +109%
- Vs NIFTY 500 TRI
- Downside capture
- +91%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+8.8%
- 3Y+21.0%
- 5Y+16.8%
- 10Y+17.5%
- SI+17.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+17.1%
- 3Y+14.2%
- 5Y+19.5%
- 10Y+18.6%
- Since inception
- +17.5%
- Calendar-day CAGR
- Excess 1Y
- +9.8%
- Category median, same plan and option
- 3Y win rate
- +65%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- Worst rolling 3Y
- -4.6%
- 2130 daily-ending windows
- Median rolling 3Y
- +19.3%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1641 daily-ending windows
- SIP 3Y XIRR
- +14.2%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +11.1%
- Fund minus TRI
- 3Y excess
- +11.6%
- Fund minus TRI
- Upside capture
- +109%
- Benchmark-up months
- Downside capture
- +91%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 147 recovered episodes
- Longest recovery
- 521 days
- Trough to prior peak
- Current spell
- 7 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
7 Feb 2020 – 7 Dec 2020
Trough 23 Mar 2020 · recovered in 259 days
-37.7%
16 Dec 2024 – 6 Aug 2026
Trough 3 Mar 2025 · recovered in 521 days
-27.7%
17 Jan 2022 – 1 Dec 2022
Trough 17 Jun 2022 · recovered in 167 days
-21.7%
10 Aug 2015 – 30 Jun 2016
Trough 11 Feb 2016 · recovered in 140 days
-17.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
100
Consistency
65
Risk-adjusted
61
Drawdown
6
Mean
66
Portfolio
31 Aug 2026 · 31 holdings · top 10 are 42.4%.
- Top 5
- 22.3%
- Top 10
- 42.4%
- Largest holding
- 5.6%
- Effective holdings
- 27.6
Multi Commodity Exchange Of India Ltd
Financial
5.6%
Ather Energy Ltd.
Consumer Discretionary
5.0%
PTC Industries Ltd
Materials
5.0%
One 97 Communications Ltd
Industrials
4.7%
Apar Industries Ltd
Diversified
4.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 65% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas ELSS Tax Saver Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +2.9%
- 3Y
- +14.1%
- Vol
- 13.9%
- Max DD
- -17.3%
- Sharpe
- 0.66
- 3Y win
- +99%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
HDFC Long Term Advantage Plan
HDFC Mutual Fund
- 1Y
- +36.1%
- 3Y
- +21.2%
- Vol
- 16.6%
- Max DD
- -39.6%
- Sharpe
- 0.75
- 3Y win
- +95%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Kotak ELSS Tax Saver Fund
Kotak Mahindra Mutual Fund
- 1Y
- +1.6%
- 3Y
- +10.7%
- Vol
- 15.5%
- Max DD
- -36.4%
- Sharpe
- 0.66
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Parag Parikh ELSS Tax Saver Fund
PPFAS Mutual Fund
- 1Y
- -10.8%
- 3Y
- +7.9%
- Vol
- 13.6%
- Max DD
- -29.5%
- Sharpe
- 0.87
- 3Y win
- +84%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Quant ELSS Tax Saver Fund
quant Mutual Fund
- 1Y
- +13.7%
- 3Y
- +14.0%
- Vol
- 17.0%
- Max DD
- -36.1%
- Sharpe
- 0.86
- 3Y win
- +84%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns