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Sundaram 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.

  • Sundaram ELSS Tax Saver Fund
  • Motilal Oswal ELSS Tax Saver Fund
Sundaram ELSS Tax Saver Fund compared with Motilal Oswal ELSS Tax Saver Fund
FundSundaram Mutual FundSundaram ELSS Tax Saver FundELSS (Tax Saver) Fund · Direct planNAV ₹521.51Motilal Oswal Mutual FundMotilal Oswal ELSS Tax Saver FundELSS (Tax Saver) Fund · Direct planNAV ₹66.75
Returns
1 year-6.5%8.7% (best of these funds)
3 yearsa year7.7%21.9% (best of these funds)
5 yearsa year17.3%
10 yearsa year17.5%
Risk
Volatilitya year13.1% (best of these funds)19.2%
Worst fall−16.7% (best of these funds)−37.7%
Best year40.3%84.4% (best of these funds)
Worst year-7.4% (best of these funds)-27.3%
Years in gain88% (best of these funds)77%
Cost and size
Expense ratio1.39%0.98% (best of these funds)
Fund size₹1,285 Cr₹5,134 Cr
Minimum SIP₹500₹500
Lock-in3 years3 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.