SBI 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 | ||
|---|---|---|
| Returns | ||
| 1 year | -4.5% | 8.7% (best of these funds) |
| 3 yearsa year | 13.1% | 21.9% (best of these funds) |
| 5 yearsa year | 14.6% | 17.3% (best of these funds) |
| 10 yearsa year | 13.9% | 17.5% (best of these funds) |
| Risk | ||
| Volatilitya year | 13.1% (best of these funds) | 19.2% |
| Worst fall | −38.2% | −37.7% (best of these funds) |
| Best year | 94.6% (best of these funds) | 84.4% |
| Worst year | -33.1% | -27.3% (best of these funds) |
| Years in gain | 83% (best of these funds) | 77% |
| Cost and size | ||
| Expense ratio | 1.23% | 0.98% (best of these funds) |
| Fund size | ₹31,735 Cr | ₹5,134 Cr |
| Minimum SIP | ₹500 | ₹500 |
| Lock-in | 3 years | 3 years |
| Portfolio | ||
| In equity | 96.9% | – |
| In debt | 0.1% | – |
| In cash | 2.9% | – |
| Holdings | 87 | – |
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.
Biggest holdings
SBI ELSS Tax Saver Fund
- ICICI Bank Ltd7.8%
- Kotak Mahindra Bank Ltd6.7%
- HDFC Bank Ltd6.3%
- Reliance Industries Ltd3.9%
- Adani Enterprises Ltd3.1%
As on 31 Aug 2026
Motilal Oswal ELSS Tax Saver Fund
Holdings are not available for this fund yet.
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.