Nippon India Tax Saver Fund Direct Growth

Scheme code: INF204K01L55 NAV value: ₹ 130.0779 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	-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	17.43	29.16
3 year	6.28	33.32	15.57	20.49
5 year	0.74	26.02	12.91	10.27
7 year	3.33	15.62	11.64	10.59
10 year	3.49	17.22	10.65	14.05
12 year	3.07	16.17	10.8	15.29
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	29.16
3 year	6.56	32.12	15.66	20.49
5 year	1	26.2	12.75	10.27
7 year	3.8	15.42	11.84	10.59
10 year	3.8	18	11.09	14.05
12 year	3.63	16.86	11.19	15.29
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	29.16
3 year	7.68	33.37	17	20.49
5 year	0.71	27.63	13.15	10.27
7 year	3.76	16.01	12.04	10.59
10 year	3.56	16.94	10.94	14.05
12 year	3.31	16.54	10.99	15.29
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	29.16
3 year	8.04	34.46	17.98	20.49
5 year	0.69	28.64	13.53	10.27
7 year	3.97	16.42	12.35	10.59
10 year	3.53	17.72	11.24	14.05
12 year	3.1	16.97	11.25	15.29
15 year	6.68	16.96	11.2

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	5.83	9.31
3 year	7.35	10.55
5 year	7.28	7.41
7 year	6.36	5.99
10 year	5.93	7.27
12 year	6.09	7.58

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	9.31
3 year	7.51	10.55
5 year	7.25	7.41
7 year	6.38	5.99
10 year	6.15	7.27
12 year	6.3	7.58

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	9.31
3 year	8.25	10.55
5 year	7.64	7.41
7 year	6.58	5.99
10 year	6.21	7.27
12 year	6.36	7.58

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	9.31
3 year	8.74	10.55
5 year	7.97	7.41
7 year	6.78	5.99
10 year	6.43	7.27
12 year	6.57	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%