ITI ELSS Tax Saver Fund Direct Growth

Scheme code: INF00XX01390 NAV value: ₹ 24.4846 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-2.04	66.03	36.22	28.39
3 year	10.44	30.89	19.79	19.8
5 year	15.71	29.64	21.25	15.18

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	36.22
3 year	6.28	33.32	15.57	19.79
5 year	0.74	26.02	12.91	21.25
7 year	3.33	15.62	11.64
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
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	36.22
3 year	6.56	32.12	15.66	19.79
5 year	1	26.2	12.75	21.25
7 year	3.8	15.42	11.84
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
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	36.22
3 year	7.68	33.37	17	19.79
5 year	0.71	27.63	13.15	21.25
7 year	3.76	16.01	12.04
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
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	36.22
3 year	8.04	34.46	17.98	19.79
5 year	0.69	28.64	13.53	21.25
7 year	3.97	16.42	12.35
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 36.22% - Median return: 42.7% - Average standard deviation: 6.24

- Average return: 19.79% - Median return: 20.55% - Average standard deviation: 1.97

- Average return: 21.25% - Median return: 20.76% - Average standard deviation: 1.91

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	13,32,302	1,32,302	11.03
3 year	36,00,000	49,18,207	13,18,207	10.96
5 year	60,00,000	1,03,79,032	43,79,032	11.58

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,32,302 - Absolute Returns: ₹1,32,302 - CAGR: 11.03%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,18,207 - Absolute Returns: ₹13,18,207 - CAGR: 10.96%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,03,79,032 - Absolute Returns: ₹43,79,032 - CAGR: 11.58%