Aditya Birla Sun Life ELSS Tax Saver Fund Direct Growth

Scheme code: INF209K01UN8 NAV value: ₹ 62.6500 NAV date: 19 March, 2026 TER: 0.97%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-29.01	80.81	12.65	16.91	12.77
3 year	-3.32	32.17	13.42	13.89	16.85
5 year	1.20	27.80	12.67	13.16	15.91
7 year	8.26	19.28	11.71	12.47	14.19
10 year	9.66	16.73	14.14	13.64	14.89
12 year	13.83	17.06	15.43	15.45	15.79

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	16.91
3 year	6.28	30.95	15.04	13.89
5 year	8.38	26.02	14.22	13.16
7 year	10.18	15.62	12.93	12.47
10 year	11.42	12.93	12.18	13.64
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	16.91
3 year	6.56	19.64	13.57	13.89
5 year	9.22	12.29	10.75	13.16

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	16.91
3 year	7.68	21.49	15.06	13.89
5 year	10.37	13.5	11.93	13.16

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	16.91
3 year	8.04	32.03	17.81	13.89
5 year	8.18	28.64	15.34	13.16
7 year	10.64	16.42	13.77	12.47
10 year	12.56	14.06	13.31	13.64

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,85,887 - Absolute Returns: ₹85,887 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,94,961 - Absolute Returns: ₹7,94,961 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹81,47,662 - Absolute Returns: ₹21,47,662 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,27,11,064 - Absolute Returns: ₹43,11,064 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,24,12,709 - Absolute Returns: ₹1,04,12,709 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,22,90,418 - Absolute Returns: ₹1,78,90,418 - CAGR: %

Drawdown Metrics

Max Drawdown

-35.12 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-4.95 %

Calmar Ratio by Duration

1 Y

0.4815

3 Y

0.3955

5 Y

0.3747

7 Y

0.3551

10 Y

0.3884

12 Y

0.4399

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	4.68	0.98	98.9	92.3	8.73 %	4.00 %
3 years	4.09	0.95	94.9	88.8	15.11 %	11.28 %
5 years	-0.69	0.88	85.9	85.6	8.40 %	9.44 %
7 years	-0.34	0.84	83.5	82.7	9.72 %	10.74 %
10 years	0.79	0.83	83.3	81.1	11.93 %	12.06 %
12 years	0.43	0.83	83.3	81.1	9.85 %	10.00 %
15 years	0.13	0.83	83.3	81.1	7.81 %	7.92 %