Franklin India ELSS Tax Saver Fund Direct Growth

Scheme code: INF090I01JS8 NAV value: ₹ 1526.8990 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 20.97 53.37 40.70 36.77
3 year 16.84 26.08 21.90 19.32
5 year 17.37 25.58 21.17 20.54
7 year 14.93 18.15 16.20 15.85
10 year 14.05 18.85 16.59 16.23

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 40.7
3 year 7.63 16.87 13.32 21.9
5 year 12.6 19.62 15.37 21.17
7 year 10.81 15.2 13.42 16.2
10 year 9.81 13.99 12.12 16.59
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 40.7
3 year 7.94 17.89 14.14 21.9
5 year 13.28 20.23 15.93 21.17
7 year 10.62 15.28 13.42 16.2
10 year 10.08 14.47 12.61 16.59
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 40.7
3 year 9.26 19.51 15.7 21.9
5 year 14.45 21.69 17.28 21.17
7 year 11.07 15.88 13.98 16.2
10 year 10.64 15.2 13.25 16.59
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 40.7
3 year 9.84 20.48 16.73 21.9
5 year 15.2 22.82 18.38 21.17
7 year 11.31 16.28 14.37 16.2
10 year 11.16 15.89 13.85 16.59
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 40.7
10 year 4.92 20.34 12.6 16.59

Rolling return for 1 year

Average return: 40.70%
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.49 20.97 24.49 20.97 1.76 22.73 01-2024 01-2025
31.42 27.66 36.85 22.6 5.21 29.63 12-2023 12-2024
38.1 33.7 43.5 28.67 5.47 35.99 11-2023 11-2024
42.88 43.76 51.04 36 5.33 43.42 10-2023 10-2024
43.88 45.54 50.76 38.9 4.23 44.77 09-2023 09-2024
41.73 47.15 50.28 38.79 4.49 44.49 08-2023 08-2024
46.83 45.75 52.96 39.91 4.63 46.36 07-2023 07-2024
38.14 46.93 53.37 32.34 8.06 42.7 06-2023 06-2024
43.38 45.09 50.33 38.39 4.26 44.3 05-2023 05-2024
45.89 47.03 51.75 41.35 3.7 46.5 04-2023 04-2024
45.04 45.24 51.56 39 4.44 45.21 03-2023 03-2024
41.87 42.65 47.16 37.53 3.42 42.3 02-2023 02-2024

Rolling return for 3 year

Average return: 21.90%
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.84 18.25 20.84 18.25 1.3 19.55 01-2022 01-2025
21.6 21.14 23.26 19.51 1.34 21.38 12-2021 12-2024
19.69 18.34 21.23 16.84 1.62 19.03 11-2021 11-2024
20.4 19.62 22.65 17.43 1.87 20.02 10-2021 10-2024
22.84 23 24.76 21.1 1.3 22.93 09-2021 09-2024
22.49 23.55 24.9 21.16 1.37 23.02 08-2021 08-2024
23.32 24.05 25.01 22.37 0.97 23.69 07-2021 07-2024
20.33 22.74 24.6 18.54 2.31 21.55 06-2021 06-2024
23.53 22.25 25.49 20.34 1.88 22.9 05-2021 05-2024
24.44 23.89 26.08 22.27 1.36 24.17 04-2021 04-2024
22.53 21.49 24.34 19.73 1.67 22.02 03-2021 03-2024
23.49 21.56 25 20.08 1.87 22.53 02-2021 02-2024

Rolling return for 5 year

Average return: 21.17%
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.97 21.12 21.97 21.12 0.42 21.54 01-2020 01-2025
22.08 22.32 23.07 21.33 0.62 22.2 12-2019 12-2024
21.33 21.63 22.26 20.7 0.56 21.48 11-2019 11-2024
22.9 22.88 24.27 21.52 0.97 22.89 10-2019 10-2024
24.41 23.54 25.58 22.39 1.17 23.98 09-2019 09-2024
23.42 24.11 24.88 22.67 0.82 23.77 08-2019 08-2024
22.53 21.68 23.53 20.69 1.05 22.11 07-2019 07-2024
18.82 20.51 21.33 18.01 1.32 19.67 06-2019 06-2024
19.72 19.24 20.86 18.12 0.98 19.48 05-2019 05-2024
18.45 18.89 19.39 17.96 0.53 18.67 04-2019 04-2024
19 18.4 20.05 17.37 0.97 18.71 03-2019 03-2024
19.64 19.38 20.52 18.51 0.72 19.51 02-2019 02-2024

Rolling return for 7 year

Average return: 16.20%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.78 15.32 15.78 15.32 0.23 15.55 01-2018 01-2025
16.35 16.15 17.02 15.48 0.55 16.25 12-2017 12-2024
15.72 15.96 16.36 15.32 0.38 15.84 11-2017 11-2024
16.75 17.02 17.68 16.1 0.57 16.89 10-2017 10-2024
17.37 17.43 18.15 16.65 0.53 17.4 09-2017 09-2024
16.7 17.01 17.68 16.04 0.59 16.86 08-2017 08-2024
16.86 16.87 17.54 16.19 0.48 16.87 07-2017 07-2024
15.24 16.66 16.97 14.93 0.88 15.95 06-2017 06-2024
15.58 15.91 16.37 15.13 0.45 15.75 05-2017 05-2024
15.53 15.75 16.18 15.1 0.39 15.64 04-2017 04-2024
15.45 15.74 16.18 15.02 0.42 15.6 03-2017 03-2024
15.79 15.8 16.39 15.2 0.42 15.8 02-2017 02-2024

Rolling return for 10 year

Average return: 16.59%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.99 14.05 14.99 14.05 0.47 14.52 01-2015 01-2025
15.38 15.13 15.85 14.67 0.43 15.26 12-2014 12-2024
15.11 14.96 15.55 14.52 0.37 15.04 11-2014 11-2024
16.17 16.06 16.82 15.42 0.5 16.12 10-2014 10-2024
16.5 16.56 17.05 16.01 0.37 16.53 09-2014 09-2024
16.83 16.81 17.52 16.13 0.49 16.82 08-2014 08-2024
17.22 17.12 17.7 16.65 0.37 17.17 07-2014 07-2024
16.26 16.88 17.48 15.67 0.68 16.57 06-2014 06-2024
17.55 16.92 18.11 16.37 0.65 17.24 05-2014 05-2024
17.5 17.68 17.96 17.22 0.27 17.59 04-2014 04-2024
18.01 17.57 18.53 17.05 0.55 17.79 03-2014 03-2024
18.42 18.33 18.85 17.9 0.34 18.38 02-2014 02-2024