Mahindra Manulife ELSS Tax Saver Fund Direct Growth

Scheme code: INF174V01093 NAV value: ₹ 30.7633 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	-0.19	40.69	22.53	28.39
3 year	10.48	37.01	21.08	19.8
5 year	9.03	29.87	16.31	15.18
7 year	12.36	16.58	14.60	14.39

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	22.53
3 year	6.28	33.32	15.57	21.08
5 year	0.74	26.02	12.91	16.31
7 year	3.33	15.62	11.64	14.6
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	22.53
3 year	6.56	32.12	15.66	21.08
5 year	1	26.2	12.75	16.31
7 year	3.8	15.42	11.84	14.6
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	22.53
3 year	7.68	33.37	17	21.08
5 year	0.71	27.63	13.15	16.31
7 year	3.76	16.01	12.04	14.6
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	22.53
3 year	8.04	34.46	17.98	21.08
5 year	0.69	28.64	13.53	16.31
7 year	3.97	16.42	12.35	14.6
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: 22.53% - Median return: 26.9% - Average standard deviation: 4.35

- Average return: 21.08% - Median return: 20.36% - Average standard deviation: 1.87

- Average return: 16.31% - Median return: 15.51% - Average standard deviation: 0.96

- Average return: 14.6% - Median return: 14.54% - Average standard deviation: 0.52

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	12,87,737	87,737	7.32
3 year	36,00,000	47,91,640	11,91,640	10.00
5 year	60,00,000	97,58,683	37,58,683	10.22
7 year	84,00,000	1,62,65,690	78,65,690	9.90

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,87,737 - Absolute Returns: ₹87,737 - CAGR: 7.32%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,91,640 - Absolute Returns: ₹11,91,640 - CAGR: 10%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹97,58,683 - Absolute Returns: ₹37,58,683 - CAGR: 10.22%

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,62,65,690 - Absolute Returns: ₹78,65,690 - CAGR: 9.9%