FundLens
83
ELSS (Tax Saver)Strong Buy

Motilal Oswal ELSS Tax Saver

Motilal Oswal · Direct–Growth · rank #1 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
4.0%
+8.8% vs index
3 Years
19.5%
+10.2% vs index
5 Years
15.9%
+8.0% vs index
Since launch
17.0%

Year-by-year performance

last entry = YTD
2021
+33.8%
2022
+3.0%
2023
+38.7%
2024
+49.5%
2025
-8.0%
2026
+9.4%

Why this score

Motilal Oswal ELSS Tax Saver scores 83/100 — the top-rated ELSS (Tax Saver) fund of 38 (Strong Buy). It stands out for 3y return and 5y return — beating 99% of peers on 3y return. The main drag is its volatility (better than only 1% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

3Y return19.54% · 99th percentile in category
5Y return15.91% · 99th percentile in category
Sharpe ratio0.72 · 99th percentile in category
Volatility22.04 · 1st percentile in category
Alpha9.60 · 99th percentile in category
Sortino ratio0.92 · 99th percentile in category

Top holdings

top 5 = 24.6% of portfolio
1.Multi Commodity Exchange Of India Ltd5.74%
2.PTC Industries Ltd5.23%
3.One 97 Communications Ltd4.8%
4.Sterlite Technologies Ltd4.54%
5.MTAR Technologies Ltd4.32%

30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

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