Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option
Motilal Oswal Mutual Fund · Equity · mandate: ≥80% in equities; 3-year lock-in (Sec 80C) · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
4,627 cr
TER direct / regular
0.98% / 2.12%
Active return /yr (full)
7.3%
Score
67
Rank (Score, pool)
#11 of 245
Percentile (full, pool)
83
IR vs benchmark
0.69
CAGR (absolute)
20.8%
Max drawdown
-29.7%
Months of data
139
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
-6.2%
-5.4%
-0.69
15
7.5%
21.6%
15.4%
12
FY23
8.9%
5.9%
2.42
91
3.6%
-1.6%
7.3%
12
FY24
15.9%
14.5%
1.88
89
5.9%
40.1%
56.0%
12
FY25
6.0%
3.4%
0.50
63
15.6%
5.9%
11.9%
12
FY26
4.6%
3.9%
0.39
74
12.0%
-3.1%
1.5%
12
FY27*
11.6%
9.7%
1.72
79
14.8%
15.1%
26.7%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
+0.5
-1.0
+0.8
+0.4
2020
+3.1
+2.4
-3.3
-3.8
-0.6
-0.5
-3.1
-0.6
-1.6
+1.1
+0.7
+0.7
-5.6
2021
+1.2
+0.2
+0.6
-0.9
-0.9
+2.4
+3.7
-0.6
-3.6
-0.0
+0.8
-0.5
+2.2
2022
+0.3
-2.0
-3.9
+0.1
+1.0
-0.7
+1.8
-0.3
+1.6
+0.5
-0.6
+1.4
-0.8
2023
+0.7
+2.8
+0.3
-1.8
+2.1
+1.2
-1.3
+2.9
+0.1
+0.5
+3.3
-1.3
+9.6
2024
+1.9
+1.9
+1.7
+3.1
+0.8
+1.6
-0.7
+3.0
+2.9
+2.8
+1.9
+5.3
+29.4
2025
-10.9
-5.2
+3.3
-1.5
+8.2
-0.6
+0.1
-2.6
+2.2
-1.4
-2.7
-2.0
-13.3
2026
-0.4
-0.9
+6.2
+6.6
-0.0
+2.4
-3.9
+5.5
+16.0
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2015
+1.4
+1.8
-4.7
+7.5
+0.6
+5.8
-6.3
+1.9
-0.3
+0.7
+1.2
+9.3
2016
-6.7
-6.1
+8.3
+4.2
+3.2
+2.9
+7.7
+2.5
+2.3
+2.9
-5.1
-1.2
+14.3
2017
+7.1
+4.4
+5.1
+4.6
+2.6
+1.0
+5.6
+1.2
-1.4
+1.7
+1.8
+5.0
+46.0
2018
+1.0
-2.2
-0.6
+3.8
-1.3
-3.5
+3.7
-0.6
-8.5
-4.7
+5.4
+0.3
-7.6
2019
-4.4
+0.7
+7.7
-1.1
+2.1
+0.3
-6.1
+2.4
+6.8
+4.3
+0.3
+1.4
+14.7
2020
+2.9
-3.9
-26.9
+10.3
-2.8
+7.7
+3.6
+3.0
-1.8
+3.7
+12.5
+8.1
+10.3
2021
-0.6
+8.0
+1.6
-0.5
+6.1
+4.4
+5.2
+5.9
-0.2
+0.3
-2.0
+1.8
+33.8
2022
-0.2
-5.9
+0.2
-0.7
-3.3
-5.7
+11.5
+4.4
-1.6
+4.6
+2.8
-1.7
+3.0
2023
-2.6
+0.0
+0.5
+2.7
+5.9
+5.5
+2.6
+2.2
+2.3
-2.3
+10.4
+6.7
+38.7
2024
+3.8
+3.5
+2.5
+6.6
+1.5
+8.6
+3.6
+4.1
+5.0
-3.6
+1.9
+3.9
+49.5
2025
-14.4
-13.0
+10.7
+1.7
+11.8
+3.2
-2.7
-4.4
+3.4
+3.0
-1.7
-2.3
-8.0
2026
-3.7
-0.5
-5.2
+17.1
-0.0
+4.1
-1.7
+5.8
+15.2
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard