All comparisons
Head-to-head
Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Direct Plan - Growth OptionvsMotilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth
Side-by-side comparison of Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Direct Plan - Growth Option and Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
elss
Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Direct Plan - Growth Option
3Y ago₹1.39 L
5Y ago₹1.70 L
elss
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth
3Y ago₹1.86 L
5Y ago₹2.24 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Union ELSS Tax Saver Fund (Form… | Motilal Oswal ELSS Tax Saver Fu… |
|---|---|---|
| Fund house | Union Mutual Fund | Motilal Oswal Mutual Fund |
| Category | Equity Scheme - ELSS | Equity Scheme - ELSS |
| Latest NAV | ₹72.72 | ₹66.9529 |
| Assets managed (AUM) | — | — |
| 1Y return | 3.41% | 13.90% |
| 3Y CAGR | 11.67% | 22.96% |
| 5Y CAGR | 11.26% | 17.45% |
| Since inception CAGR | 13.28% | 17.69% |
| Bumpiness · 3Y (annualised σ) | 14.09 | 19.20 |
| Worst drop ever | -35.36% | -37.72% |
| Sharpe · 3Y (rf=6%) | 0.38 | 0.79 |
Explore each fund individually
Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Direct Plan - Growth Option →Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth →
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