Nippon India Tax Saver Fund Direct Growth

Scheme code: INF204K01L55 NAV value: ₹ 133.3901 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	-1.13	53.22	29.16	28.39
3 year	5.97	34.45	20.49	19.8
5 year	-4.73	29.88	10.27	15.18
7 year	5.33	15.97	10.59	14.39
10 year	8.66	18.21	14.05	15.51
12 year	14.22	16.34	15.29	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	29.16
3 year	6.28	33.32	15.79	20.49
5 year	3.54	26.02	13.5	10.27
7 year	3.33	15.62	11.71	10.59
10 year	3.49	17.22	10.6	14.05
12 year	3.07	16.17	10.84	15.29
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	29.16
3 year	9.08	58.7	29.31	20.49
5 year	3.67	48	18.04	10.27
7 year	3.8	31.03	14.14	10.59
10 year	3.8	28.93	12.39	14.05
12 year	3.63	26.65	12.59	15.29
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	29.16
3 year	7.68	33.37	17.09	20.49
5 year	2.35	27.63	13.51	10.27
7 year	3.76	16.01	12.07	10.59
10 year	3.56	16.94	10.92	14.05
12 year	3.31	16.54	11.01	15.29
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	29.16
3 year	8.04	34.46	18.26	20.49
5 year	3.37	28.64	14.21	10.27
7 year	3.97	16.42	12.41	10.59
10 year	3.53	17.72	11.22	14.05
12 year	3.1	16.97	11.31	15.29
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 29.16% - Median return: 35.18% - Average standard deviation: 5.09

Rolling return for 3 year

- Average return: 20.49% - Median return: 20.41% - Average standard deviation: 2.12

Rolling return for 5 year

- Average return: 10.27% - Median return: 9.32% - Average standard deviation: 1.13

Rolling return for 7 year

- Average return: 10.59% - Median return: 10.49% - Average standard deviation: 0.81

Rolling return for 10 year

- Average return: 14.05% - Median return: 14.12% - Average standard deviation: 0.55

Rolling return for 12 year

- Average return: 15.29% - Median return: 15.38% - Average standard deviation: 0.49

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	13,11,670	1,11,670	9.31
3 year	36,00,000	48,63,108	12,63,108	10.55
5 year	60,00,000	85,76,484	25,76,484	7.41
7 year	84,00,000	1,26,25,378	42,25,378	5.99
10 year	1,20,00,000	2,42,04,520	1,22,04,520	7.27
12 year	1,44,00,000	3,45,84,171	2,01,84,171	7.58

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	9.31
3 year	7.3	10.55
5 year	7.48	7.41
7 year	6.39	5.99
10 year	5.95	7.27
12 year	6.11	7.58

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	9.31
3 year	20.64	10.55
5 year	13	7.41
7 year	9.48	5.99
10 year	7.99	7.27
12 year	8.12	7.58

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	9.31
3 year	8.22	10.55
5 year	7.77	7.41
7 year	6.6	5.99
10 year	6.23	7.27
12 year	6.37	7.58

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	9.31
3 year	8.71	10.55
5 year	8.22	7.41
7 year	6.82	5.99
10 year	6.47	7.27
12 year	6.6	7.58

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,11,670 - Absolute Returns: ₹1,11,670 - CAGR: 9.31%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,63,108 - Absolute Returns: ₹12,63,108 - CAGR: 10.55%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,76,484 - Absolute Returns: ₹25,76,484 - CAGR: 7.41%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,26,25,378 - Absolute Returns: ₹42,25,378 - CAGR: 5.99%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,42,04,520 - Absolute Returns: ₹1,22,04,520 - CAGR: 7.27%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,45,84,171 - Absolute Returns: ₹2,01,84,171 - CAGR: 7.58%