Axis ELSS Tax Saver Fund Direct Growth

Scheme code: INF846K01EW2 NAV value: ₹ 101.8933 NAV date: 15 April, 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	17.43	24.16
3 year	6.28	33.32	15.57	12.54
5 year	0.74	26.02	12.91	14.04
7 year	3.33	15.62	11.64	15.29
10 year	3.49	17.22	10.65	16.11
12 year	3.07	16.17	10.8	17.44
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	24.16
3 year	6.56	32.12	15.66	12.54
5 year	1	26.2	12.75	14.04
7 year	3.8	15.42	11.84	15.29
10 year	3.8	18	11.09	16.11
12 year	3.63	16.86	11.19	17.44
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	24.16
3 year	7.68	33.37	17	12.54
5 year	0.71	27.63	13.15	14.04
7 year	3.76	16.01	12.04	15.29
10 year	3.56	16.94	10.94	16.11
12 year	3.31	16.54	10.99	17.44
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	24.16
3 year	8.04	34.46	17.98	12.54
5 year	0.69	28.64	13.53	14.04
7 year	3.97	16.42	12.35	15.29
10 year	3.53	17.72	11.24	16.11
12 year	3.1	16.97	11.25	17.44
15 year	6.68	16.96	11.2

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	5.83	8.53
3 year	7.35	6.05
5 year	7.28	7.4
7 year	6.36	7.43
10 year	5.93	7.49
12 year	6.09	7.94

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	8.53
3 year	7.51	6.05
5 year	7.25	7.4
7 year	6.38	7.43
10 year	6.15	7.49
12 year	6.3	7.94

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	8.53
3 year	8.25	6.05
5 year	7.64	7.4
7 year	6.58	7.43
10 year	6.21	7.49
12 year	6.36	7.94

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	8.53
3 year	8.74	6.05
5 year	7.97	7.4
7 year	6.78	7.43
10 year	6.43	7.49
12 year	6.57	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%