Edelweiss ELSS Tax Saver Fund Direct Growth

Scheme code: INF754K01CA8 NAV value: ₹ 118.0500 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	0.75	51.19	28.02	28.39
3 year	9.93	32.98	19.09	19.8
5 year	0.79	28.41	13.86	15.18
7 year	7.03	17.21	13.22	14.39
10 year	11.37	16.88	14.87	15.51
12 year	14.54	16.34	15.51	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	28.02
3 year	6.28	33.32	15.57	19.09
5 year	0.74	26.02	12.91	13.86
7 year	3.33	15.62	11.64	13.22
10 year	3.49	17.22	10.65	14.87
12 year	3.07	16.17	10.8	15.51
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	28.02
3 year	6.56	32.12	15.66	19.09
5 year	1	26.2	12.75	13.86
7 year	3.8	15.42	11.84	13.22
10 year	3.8	18	11.09	14.87
12 year	3.63	16.86	11.19	15.51
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	28.02
3 year	7.68	33.37	17	19.09
5 year	0.71	27.63	13.15	13.86
7 year	3.76	16.01	12.04	13.22
10 year	3.56	16.94	10.94	14.87
12 year	3.31	16.54	10.99	15.51
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	28.02
3 year	8.04	34.46	17.98	19.09
5 year	0.69	28.64	13.53	13.86
7 year	3.97	16.42	12.35	13.22
10 year	3.53	17.72	11.24	14.87
12 year	3.1	16.97	11.25	15.51
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 28.02% - Median return: 32.58% - Average standard deviation: 5.14

Rolling return for 3 year

- Average return: 19.09% - Median return: 18.56% - Average standard deviation: 1.89

Rolling return for 5 year

- Average return: 13.86% - Median return: 13.67% - Average standard deviation: 0.99

Rolling return for 7 year

- Average return: 13.22% - Median return: 13.29% - Average standard deviation: 0.71

Rolling return for 10 year

- Average return: 14.87% - Median return: 15.12% - Average standard deviation: 0.47

Rolling return for 12 year

- Average return: 15.51% - Median return: 15.44% - Average standard deviation: 0.49

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	13,16,115	1,16,115	9.68
3 year	36,00,000	47,27,935	11,27,935	9.51
5 year	60,00,000	89,48,646	29,48,646	8.32
7 year	84,00,000	1,38,27,220	54,27,220	7.38
10 year	1,20,00,000	2,62,62,528	1,42,62,528	8.15
12 year	1,44,00,000	3,70,80,587	2,26,80,587	8.20

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	9.68
3 year	7.35	9.51
5 year	7.28	8.32
7 year	6.36	7.38
10 year	5.93	8.15
12 year	6.09	8.2

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	9.68
3 year	7.51	9.51
5 year	7.25	8.32
7 year	6.38	7.38
10 year	6.15	8.15
12 year	6.3	8.2

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	9.68
3 year	8.25	9.51
5 year	7.64	8.32
7 year	6.58	7.38
10 year	6.21	8.15
12 year	6.36	8.2

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	9.68
3 year	8.74	9.51
5 year	7.97	8.32
7 year	6.78	7.38
10 year	6.43	8.15
12 year	6.57	8.2

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,16,115 - Absolute Returns: ₹1,16,115 - CAGR: 9.68%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,27,935 - Absolute Returns: ₹11,27,935 - CAGR: 9.51%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹89,48,646 - Absolute Returns: ₹29,48,646 - CAGR: 8.32%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,38,27,220 - Absolute Returns: ₹54,27,220 - CAGR: 7.38%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,62,62,528 - Absolute Returns: ₹1,42,62,528 - CAGR: 8.15%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,70,80,587 - Absolute Returns: ₹2,26,80,587 - CAGR: 8.2%