Axis ELSS Tax Saver Fund Direct Growth

Scheme code: INF846K01EW2 NAV value: ₹ 104.8398 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	0.74	44.33	24.16	28.39
3 year	5.32	22.47	12.54	19.8
5 year	5.47	22.20	14.04	15.18
7 year	10.26	22.40	15.29	14.39
10 year	11.17	19.38	16.11	15.51
12 year	16.82	18.06	17.44	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	24.16
3 year	6.28	33.32	15.79	12.54
5 year	3.54	26.02	13.5	14.04
7 year	3.33	15.62	11.71	15.29
10 year	3.49	17.22	10.6	16.11
12 year	3.07	16.17	10.84	17.44
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	24.16
3 year	9.08	58.7	29.31	12.54
5 year	3.67	48	18.04	14.04
7 year	3.8	31.03	14.14	15.29
10 year	3.8	28.93	12.39	16.11
12 year	3.63	26.65	12.59	17.44
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	24.16
3 year	7.68	33.37	17.09	12.54
5 year	2.35	27.63	13.51	14.04
7 year	3.76	16.01	12.07	15.29
10 year	3.56	16.94	10.92	16.11
12 year	3.31	16.54	11.01	17.44
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	24.16
3 year	8.04	34.46	18.26	12.54
5 year	3.37	28.64	14.21	14.04
7 year	3.97	16.42	12.41	15.29
10 year	3.53	17.72	11.22	16.11
12 year	3.1	16.97	11.31	17.44
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 24.16% - Median return: 27.29% - Average standard deviation: 4.54

Rolling return for 3 year

- Average return: 12.54% - Median return: 11.88% - Average standard deviation: 1.81

Rolling return for 5 year

- Average return: 14.04% - Median return: 14.23% - Average standard deviation: 1

Rolling return for 7 year

- Average return: 15.29% - Median return: 14.47% - Average standard deviation: 0.72

Rolling return for 10 year

- Average return: 16.11% - Median return: 16.75% - Average standard deviation: 0.47

Rolling return for 12 year

- Average return: 17.44% - Median return: 17.44% - Average standard deviation: 0.44

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	13,02,309	1,02,309	8.53
3 year	36,00,000	42,93,974	6,93,974	6.05
5 year	60,00,000	85,74,476	25,74,476	7.40
7 year	84,00,000	1,38,75,940	54,75,940	7.43
10 year	1,20,00,000	2,47,07,057	1,27,07,057	7.49
12 year	1,44,00,000	3,60,30,694	2,16,30,694	7.94

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	8.53
3 year	7.3	6.05
5 year	7.48	7.4
7 year	6.39	7.43
10 year	5.95	7.49
12 year	6.11	7.94

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	8.53
3 year	20.64	6.05
5 year	13	7.4
7 year	9.48	7.43
10 year	7.99	7.49
12 year	8.12	7.94

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	8.53
3 year	8.22	6.05
5 year	7.77	7.4
7 year	6.6	7.43
10 year	6.23	7.49
12 year	6.37	7.94

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	8.53
3 year	8.71	6.05
5 year	8.22	7.4
7 year	6.82	7.43
10 year	6.47	7.49
12 year	6.6	7.94

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,02,309 - Absolute Returns: ₹1,02,309 - CAGR: 8.53%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,93,974 - Absolute Returns: ₹6,93,974 - CAGR: 6.05%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,74,476 - Absolute Returns: ₹25,74,476 - CAGR: 7.4%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,38,75,940 - Absolute Returns: ₹54,75,940 - CAGR: 7.43%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,47,07,057 - Absolute Returns: ₹1,27,07,057 - CAGR: 7.49%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,60,30,694 - Absolute Returns: ₹2,16,30,694 - CAGR: 7.94%