JM ELSS - Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund
Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.
| Fund |  JM ELSS - Tax Saver FundELSS (Tax Saver) Fund · Direct planNAV ₹61.05 |  Motilal Oswal ELSS Tax Saver FundELSS (Tax Saver) Fund · Direct planNAV ₹66.75 |
|---|---|---|
| Returns | ||
| 1 year | 7.2% | 8.7% (best of these funds) |
| 3 yearsa year | 16.5% | 21.9% (best of these funds) |
| 5 yearsa year | 14.4% | 17.3% (best of these funds) |
| 10 yearsa year | 16.2% | 17.5% (best of these funds) |
| Risk | ||
| Volatilitya year | 16.1% (best of these funds) | 19.2% |
| Worst fall | −37.4% (best of these funds) | −37.7% |
| Best year | 95.1% (best of these funds) | 84.4% |
| Worst year | -27.3% | -27.3% (best of these funds) |
| Years in gain | 82% (best of these funds) | 77% |
| Cost and size | ||
| Expense ratio | 1.29% | 0.98% (best of these funds) |
| Fund size | ₹248 Cr | ₹5,134 Cr |
| Minimum SIP | ₹1,000 | ₹500 (best of these funds) |
| Lock-in | 3 years | 3 years |
Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.