Franklin India ELSS Tax Saver Fund Direct Growth

Scheme code: INF090I01JS8 NAV value: ₹ 1595.9845 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	2.16	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	15.51	31.17
3 year	6.28	33.32	15.79	21.83
5 year	3.54	26.02	13.5	14.12
7 year	3.33	15.62	11.71	13.76
10 year	3.49	17.22	10.6	16.17
12 year	3.07	16.17	10.84	16.79
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	31.17
3 year	9.08	58.7	29.31	21.83
5 year	3.67	48	18.04	14.12
7 year	3.8	31.03	14.14	13.76
10 year	3.8	28.93	12.39	16.17
12 year	3.63	26.65	12.59	16.79
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	31.17
3 year	7.68	33.37	17.09	21.83
5 year	2.35	27.63	13.51	14.12
7 year	3.76	16.01	12.07	13.76
10 year	3.56	16.94	10.92	16.17
12 year	3.31	16.54	11.01	16.79
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	31.17
3 year	8.04	34.46	18.26	21.83
5 year	3.37	28.64	14.21	14.12
7 year	3.97	16.42	12.41	13.76
10 year	3.53	17.72	11.22	16.17
12 year	3.1	16.97	11.31	16.79
15 year	6.68	16.96	11.22

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	4.9	10.23
3 year	7.3	11.14
5 year	7.48	8.97
7 year	6.39	7.74
10 year	5.95	8.82
12 year	6.11	9.08

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	10.23
3 year	20.64	11.14
5 year	13	8.97
7 year	9.48	7.74
10 year	7.99	8.82
12 year	8.12	9.08

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	10.23
3 year	8.22	11.14
5 year	7.77	8.97
7 year	6.6	7.74
10 year	6.23	8.82
12 year	6.37	9.08

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	10.23
3 year	8.71	11.14
5 year	8.22	8.97
7 year	6.82	7.74
10 year	6.47	8.82
12 year	6.6	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%