LIC MF ELSS Tax Saver Direct Growth

Scheme code: INF767K01EM1 NAV value: ₹ 165.0857 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	7.68	47.40	28.42	28.39
3 year	9.07	27.83	17.19	19.8
5 year	1.67	26.10	13.60	15.18
7 year	8.33	17.11	13.42	14.39
10 year	10.98	17.01	14.60	15.51
12 year	14.46	15.98	15.38	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	28.42
3 year	6.28	33.32	15.57	17.19
5 year	0.74	26.02	12.91	13.6
7 year	3.33	15.62	11.64	13.42
10 year	3.49	17.22	10.65	14.6
12 year	3.07	16.17	10.8	15.38
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	28.42
3 year	6.56	32.12	15.66	17.19
5 year	1	26.2	12.75	13.6
7 year	3.8	15.42	11.84	13.42
10 year	3.8	18	11.09	14.6
12 year	3.63	16.86	11.19	15.38
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	28.42
3 year	7.68	33.37	17	17.19
5 year	0.71	27.63	13.15	13.6
7 year	3.76	16.01	12.04	13.42
10 year	3.56	16.94	10.94	14.6
12 year	3.31	16.54	10.99	15.38
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	28.42
3 year	8.04	34.46	17.98	17.19
5 year	0.69	28.64	13.53	13.6
7 year	3.97	16.42	12.35	13.42
10 year	3.53	17.72	11.24	14.6
12 year	3.1	16.97	11.25	15.38
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 28.42% - Median return: 30.74% - Average standard deviation: 4.89

Rolling return for 3 year

- Average return: 17.19% - Median return: 16.55% - Average standard deviation: 1.75

Rolling return for 5 year

- Average return: 13.6% - Median return: 13.96% - Average standard deviation: 0.96

Rolling return for 7 year

- Average return: 13.42% - Median return: 13.68% - Average standard deviation: 0.7

Rolling return for 10 year

- Average return: 14.6% - Median return: 14.89% - Average standard deviation: 0.46

Rolling return for 12 year

- Average return: 15.38% - Median return: 15.37% - Average standard deviation: 0.45

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	13,31,487	1,31,487	10.96
3 year	36,00,000	46,29,729	10,29,729	8.75
5 year	60,00,000	87,34,906	27,34,906	7.80
7 year	84,00,000	1,36,70,654	52,70,654	7.21
10 year	1,20,00,000	2,56,19,807	1,36,19,807	7.88
12 year	1,44,00,000	3,72,55,664	2,28,55,664	8.24

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	10.96
3 year	7.35	8.75
5 year	7.28	7.8
7 year	6.36	7.21
10 year	5.93	7.88
12 year	6.09	8.24

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	10.96
3 year	7.51	8.75
5 year	7.25	7.8
7 year	6.38	7.21
10 year	6.15	7.88
12 year	6.3	8.24

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	10.96
3 year	8.25	8.75
5 year	7.64	7.8
7 year	6.58	7.21
10 year	6.21	7.88
12 year	6.36	8.24

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	10.96
3 year	8.74	8.75
5 year	7.97	7.8
7 year	6.78	7.21
10 year	6.43	7.88
12 year	6.57	8.24

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,31,487 - Absolute Returns: ₹1,31,487 - CAGR: 10.96%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,29,729 - Absolute Returns: ₹10,29,729 - CAGR: 8.75%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,34,906 - Absolute Returns: ₹27,34,906 - CAGR: 7.8%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,36,70,654 - Absolute Returns: ₹52,70,654 - CAGR: 7.21%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,56,19,807 - Absolute Returns: ₹1,36,19,807 - CAGR: 7.88%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,72,55,664 - Absolute Returns: ₹2,28,55,664 - CAGR: 8.24%