Franklin India ELSS Tax Saver Fund Direct Growth

Scheme code: INF090I01JS8 NAV value: ₹ 1531.1744 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	2.16	53.37	31.17	28.39
3 year	9.66	36.46	21.83	19.8
5 year	-0.47	32.22	14.12	15.18
7 year	6.98	18.15	13.76	14.39
10 year	12.53	18.85	16.17	15.51
12 year	15.92	17.38	16.79	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	31.17
3 year	6.28	33.32	15.57	21.83
5 year	0.74	26.02	12.91	14.12
7 year	3.33	15.62	11.64	13.76
10 year	3.49	17.22	10.65	16.17
12 year	3.07	16.17	10.8	16.79
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	31.17
3 year	6.56	32.12	15.66	21.83
5 year	1	26.2	12.75	14.12
7 year	3.8	15.42	11.84	13.76
10 year	3.8	18	11.09	16.17
12 year	3.63	16.86	11.19	16.79
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	31.17
3 year	7.68	33.37	17	21.83
5 year	0.71	27.63	13.15	14.12
7 year	3.76	16.01	12.04	13.76
10 year	3.56	16.94	10.94	16.17
12 year	3.31	16.54	10.99	16.79
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	31.17
3 year	8.04	34.46	17.98	21.83
5 year	0.69	28.64	13.53	14.12
7 year	3.97	16.42	12.35	13.76
10 year	3.53	17.72	11.24	16.17
12 year	3.1	16.97	11.25	16.79
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 31.17% - Median return: 37.48% - Average standard deviation: 4.96

Rolling return for 3 year

- Average return: 21.83% - Median return: 21.48% - Average standard deviation: 2

Rolling return for 5 year

- Average return: 14.12% - Median return: 13.12% - Average standard deviation: 0.98

Rolling return for 7 year

- Average return: 13.76% - Median return: 13.8% - Average standard deviation: 0.7

Rolling return for 10 year

- Average return: 16.17% - Median return: 16.31% - Average standard deviation: 0.45

Rolling return for 12 year

- Average return: 16.79% - Median return: 16.79% - 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	13,22,679	1,22,679	10.23
3 year	36,00,000	49,42,218	13,42,218	11.14
5 year	60,00,000	92,16,757	32,16,757	8.97
7 year	84,00,000	1,41,56,712	57,56,712	7.74
10 year	1,20,00,000	2,79,38,307	1,59,38,307	8.82
12 year	1,44,00,000	4,08,64,822	2,64,64,822	9.08

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	10.23
3 year	7.35	11.14
5 year	7.28	8.97
7 year	6.36	7.74
10 year	5.93	8.82
12 year	6.09	9.08

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	10.23
3 year	7.51	11.14
5 year	7.25	8.97
7 year	6.38	7.74
10 year	6.15	8.82
12 year	6.3	9.08

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	10.23
3 year	8.25	11.14
5 year	7.64	8.97
7 year	6.58	7.74
10 year	6.21	8.82
12 year	6.36	9.08

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	10.23
3 year	8.74	11.14
5 year	7.97	8.97
7 year	6.78	7.74
10 year	6.43	8.82
12 year	6.57	9.08

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,22,679 - Absolute Returns: ₹1,22,679 - CAGR: 10.23%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,42,218 - Absolute Returns: ₹13,42,218 - CAGR: 11.14%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹92,16,757 - Absolute Returns: ₹32,16,757 - CAGR: 8.97%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,41,56,712 - Absolute Returns: ₹57,56,712 - CAGR: 7.74%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,79,38,307 - Absolute Returns: ₹1,59,38,307 - CAGR: 8.82%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,08,64,822 - Absolute Returns: ₹2,64,64,822 - CAGR: 9.08%