Aditya Birla Sun Life ELSS Tax Saver Fund Direct Growth

Scheme code: INF209K01UN8 NAV value: ₹ 63.0400 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	1.04	46.14	24.47	28.39
3 year	4.94	22.72	11.86	19.8
5 year	4.49	21.26	10.86	15.18
7 year	7.92	19.41	12.65	14.39
10 year	9.66	17.11	14.18	15.51
12 year	14.07	15.52	14.88	14.47

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	24.47
3 year	6.28	33.32	15.79	11.86
5 year	3.54	26.02	13.5	10.86
7 year	3.33	15.62	11.71	12.65
10 year	3.49	17.22	10.6	14.18
12 year	3.07	16.17	10.84	14.88
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	24.47
3 year	9.08	58.7	29.31	11.86
5 year	3.67	48	18.04	10.86
7 year	3.8	31.03	14.14	12.65
10 year	3.8	28.93	12.39	14.18
12 year	3.63	26.65	12.59	14.88
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	24.47
3 year	7.68	33.37	17.09	11.86
5 year	2.35	27.63	13.51	10.86
7 year	3.76	16.01	12.07	12.65
10 year	3.56	16.94	10.92	14.18
12 year	3.31	16.54	11.01	14.88
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	24.47
3 year	8.04	34.46	18.26	11.86
5 year	3.37	28.64	14.21	10.86
7 year	3.97	16.42	12.41	12.65
10 year	3.53	17.72	11.22	14.18
12 year	3.1	16.97	11.31	14.88
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 24.47% - Median return: 28.82% - Average standard deviation: 4.54

Rolling return for 3 year

- Average return: 11.86% - Median return: 11.79% - Average standard deviation: 1.66

Rolling return for 5 year

- Average return: 10.86% - Median return: 11% - Average standard deviation: 0.9

Rolling return for 7 year

- Average return: 12.65% - Median return: 11.82% - Average standard deviation: 0.68

Rolling return for 10 year

- Average return: 14.18% - Median return: 14.55% - Average standard deviation: 0.46

Rolling return for 12 year

- Average return: 14.88% - Median return: 14.84% - Average standard deviation: 0.41

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,99,214	99,214	8.27
3 year	36,00,000	43,08,377	7,08,377	6.17
5 year	60,00,000	79,41,976	19,41,976	5.77
7 year	84,00,000	1,24,95,829	40,95,829	5.84
10 year	1,20,00,000	2,22,68,622	1,02,68,622	6.38
12 year	1,44,00,000	3,16,24,838	1,72,24,838	6.78

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	8.27
3 year	7.3	6.17
5 year	7.48	5.77
7 year	6.39	5.84
10 year	5.95	6.38
12 year	6.11	6.78

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	8.27
3 year	20.64	6.17
5 year	13	5.77
7 year	9.48	5.84
10 year	7.99	6.38
12 year	8.12	6.78

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	8.27
3 year	8.22	6.17
5 year	7.77	5.77
7 year	6.6	5.84
10 year	6.23	6.38
12 year	6.37	6.78

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	8.27
3 year	8.71	6.17
5 year	8.22	5.77
7 year	6.82	5.84
10 year	6.47	6.38
12 year	6.6	6.78

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,99,214 - Absolute Returns: ₹99,214 - CAGR: 8.27%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,08,377 - Absolute Returns: ₹7,08,377 - CAGR: 6.17%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹79,41,976 - Absolute Returns: ₹19,41,976 - CAGR: 5.77%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,24,95,829 - Absolute Returns: ₹40,95,829 - CAGR: 5.84%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,22,68,622 - Absolute Returns: ₹1,02,68,622 - CAGR: 6.38%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,16,24,838 - Absolute Returns: ₹1,72,24,838 - CAGR: 6.78%