HDFC ELSS Tax Saver Direct Growth

Scheme code: INF179K01YS4 NAV value: ₹ 1465.1920 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	4.70	55.98	32.87	28.39
3 year	8.30	37.92	23.26	19.8
5 year	-0.89	33.86	13.21	15.18
7 year	4.78	17.35	12.35	14.39
10 year	11.93	17.70	14.86	15.51
12 year	15.03	16.67	15.89	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	32.87
3 year	6.28	33.32	15.79	23.26
5 year	3.54	26.02	13.5	13.21
7 year	3.33	15.62	11.71	12.35
10 year	3.49	17.22	10.6	14.86
12 year	3.07	16.17	10.84	15.89
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	32.87
3 year	9.08	58.7	29.31	23.26
5 year	3.67	48	18.04	13.21
7 year	3.8	31.03	14.14	12.35
10 year	3.8	28.93	12.39	14.86
12 year	3.63	26.65	12.59	15.89
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	32.87
3 year	7.68	33.37	17.09	23.26
5 year	2.35	27.63	13.51	13.21
7 year	3.76	16.01	12.07	12.35
10 year	3.56	16.94	10.92	14.86
12 year	3.31	16.54	11.01	15.89
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	32.87
3 year	8.04	34.46	18.26	23.26
5 year	3.37	28.64	14.21	13.21
7 year	3.97	16.42	12.41	12.35
10 year	3.53	17.72	11.22	14.86
12 year	3.1	16.97	11.31	15.89
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 32.87% - Median return: 39.65% - Average standard deviation: 4.75

Rolling return for 3 year

- Average return: 23.26% - Median return: 24.07% - Average standard deviation: 1.92

Rolling return for 5 year

- Average return: 13.21% - Median return: 11.84% - Average standard deviation: 1

Rolling return for 7 year

- Average return: 12.35% - Median return: 12.6% - Average standard deviation: 0.74

Rolling return for 10 year

- Average return: 14.86% - Median return: 14.71% - Average standard deviation: 0.49

Rolling return for 12 year

- Average return: 15.89% - Median return: 15.95% - Average standard deviation: 0.38

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	13,32,334	1,32,334	11.03
3 year	36,00,000	50,86,816	14,86,816	12.22
5 year	60,00,000	91,09,901	31,09,901	8.71
7 year	84,00,000	1,37,34,713	53,34,713	7.28
10 year	1,20,00,000	2,74,71,573	1,54,71,573	8.64
12 year	1,44,00,000	4,03,12,857	2,59,12,857	8.96

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	11.03
3 year	7.3	12.22
5 year	7.48	8.71
7 year	6.39	7.28
10 year	5.95	8.64
12 year	6.11	8.96

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	11.03
3 year	20.64	12.22
5 year	13	8.71
7 year	9.48	7.28
10 year	7.99	8.64
12 year	8.12	8.96

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	11.03
3 year	8.22	12.22
5 year	7.77	8.71
7 year	6.6	7.28
10 year	6.23	8.64
12 year	6.37	8.96

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	11.03
3 year	8.71	12.22
5 year	8.22	8.71
7 year	6.82	7.28
10 year	6.47	8.64
12 year	6.6	8.96

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,32,334 - Absolute Returns: ₹1,32,334 - CAGR: 11.03%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹50,86,816 - Absolute Returns: ₹14,86,816 - CAGR: 12.22%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,09,901 - Absolute Returns: ₹31,09,901 - CAGR: 8.71%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,34,713 - Absolute Returns: ₹53,34,713 - CAGR: 7.28%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,74,71,573 - Absolute Returns: ₹1,54,71,573 - CAGR: 8.64%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,03,12,857 - Absolute Returns: ₹2,59,12,857 - CAGR: 8.96%