Bandhan ELSS Tax Saver Fund Direct Growth

Scheme code: INF194K01Y29 NAV value: ₹ 166.5340 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	-2.81	42.07	22.30	28.39
3 year	11.15	44.43	24.41	19.8
5 year	0.91	34.36	17.23	15.18
7 year	7.70	20.92	16.28	14.39
10 year	13.81	21.14	18.22	15.51
12 year	17.26	18.79	18.09	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	22.3
3 year	6.28	33.32	15.79	24.41
5 year	3.54	26.02	13.5	17.23
7 year	3.33	15.62	11.71	16.28
10 year	3.49	17.22	10.6	18.22
12 year	3.07	16.17	10.84	18.09
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	22.3
3 year	9.08	58.7	29.31	24.41
5 year	3.67	48	18.04	17.23
7 year	3.8	31.03	14.14	16.28
10 year	3.8	28.93	12.39	18.22
12 year	3.63	26.65	12.59	18.09
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	22.3
3 year	7.68	33.37	17.09	24.41
5 year	2.35	27.63	13.51	17.23
7 year	3.76	16.01	12.07	16.28
10 year	3.56	16.94	10.92	18.22
12 year	3.31	16.54	11.01	18.09
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	22.3
3 year	8.04	34.46	18.26	24.41
5 year	3.37	28.64	14.21	17.23
7 year	3.97	16.42	12.41	16.28
10 year	3.53	17.72	11.22	18.22
12 year	3.1	16.97	11.31	18.09
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 22.3% - Median return: 26.41% - Average standard deviation: 4.25

Rolling return for 3 year

- Average return: 24.41% - Median return: 23.57% - Average standard deviation: 2.1

Rolling return for 5 year

- Average return: 17.23% - Median return: 17.45% - Average standard deviation: 1.08

Rolling return for 7 year

- Average return: 16.28% - Median return: 16.62% - Average standard deviation: 0.76

Rolling return for 10 year

- Average return: 18.22% - Median return: 18.51% - Average standard deviation: 0.46

Rolling return for 12 year

- Average return: 18.09% - Median return: 18.09% - 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	12,81,200	81,200	6.77
3 year	36,00,000	49,83,331	13,83,331	11.45
5 year	60,00,000	98,63,307	38,63,307	10.45
7 year	84,00,000	1,55,38,100	71,38,100	9.18
10 year	1,20,00,000	3,13,14,500	1,93,14,500	10.07
12 year	1,44,00,000	4,38,54,541	2,94,54,541	9.73

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	6.77
3 year	7.3	11.45
5 year	7.48	10.45
7 year	6.39	9.18
10 year	5.95	10.07
12 year	6.11	9.73

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	6.77
3 year	20.64	11.45
5 year	13	10.45
7 year	9.48	9.18
10 year	7.99	10.07
12 year	8.12	9.73

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	6.77
3 year	8.22	11.45
5 year	7.77	10.45
7 year	6.6	9.18
10 year	6.23	10.07
12 year	6.37	9.73

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	6.77
3 year	8.71	11.45
5 year	8.22	10.45
7 year	6.82	9.18
10 year	6.47	10.07
12 year	6.6	9.73

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,81,200 - Absolute Returns: ₹81,200 - CAGR: 6.77%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,83,331 - Absolute Returns: ₹13,83,331 - CAGR: 11.45%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹98,63,307 - Absolute Returns: ₹38,63,307 - CAGR: 10.45%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,55,38,100 - Absolute Returns: ₹71,38,100 - CAGR: 9.18%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,13,14,500 - Absolute Returns: ₹1,93,14,500 - CAGR: 10.07%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,38,54,541 - Absolute Returns: ₹2,94,54,541 - CAGR: 9.73%