Skip to content
SmartFigure

Tata 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.

  • Tata ELSS - Tax Saver Fund
  • Motilal Oswal ELSS Tax Saver Fund
Tata ELSS - Tax Saver Fund compared with Motilal Oswal ELSS Tax Saver Fund
FundTata Mutual FundTata ELSS - Tax Saver FundELSS (Tax Saver) Fund · Direct planNAV ₹54.29Motilal Oswal Mutual FundMotilal Oswal ELSS Tax Saver FundELSS (Tax Saver) Fund · Direct planNAV ₹66.75
Returns
1 year5.3%8.7% (best of these funds)
3 yearsa year12.5%21.9% (best of these funds)
5 yearsa year12.3%17.3% (best of these funds)
10 yearsa year14.4%17.5% (best of these funds)
Risk
Volatilitya year14.5% (best of these funds)19.2%
Worst fall−36.8% (best of these funds)−37.7%
Best year91.2% (best of these funds)84.4%
Worst year-29.7%-27.3% (best of these funds)
Years in gain87% (best of these funds)77%
Cost and size
Expense ratio0.9% (best of these funds)0.98%
Fund size₹4,747 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.