Axis ELSS Tax Saver Fund Direct Growth

Scheme code: INF846K01EW2 NAV value: ₹ 99.1597 NAV date: 19 March, 2026 TER: 0.84%

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	-18.31	89.19	15.81	19.27	12.77
3 year	1.59	35.14	14.66	15.61	16.85
5 year	3.16	29.40	15.16	15.51	15.91
7 year	10.56	22.16	14.18	15.05	14.19
10 year	11.29	19.05	15.57	15.36	14.89
12 year	15.00	18.88	17.46	17.41	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	19.27
3 year	6.28	30.95	15.04	15.61
5 year	8.38	26.02	14.22	15.51
7 year	10.18	15.62	12.93	15.05
10 year	11.42	12.93	12.18	15.36
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	19.27
3 year	6.56	19.64	13.57	15.61
5 year	9.22	12.29	10.75	15.51

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.27
3 year	7.68	21.49	15.06	15.61
5 year	10.37	13.5	11.93	15.51

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.27
3 year	8.04	32.03	17.81	15.61
5 year	8.18	28.64	15.34	15.51
7 year	10.64	16.42	13.77	15.05
10 year	12.56	14.06	13.31	15.36

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: ₹12,98,039 - Absolute Returns: ₹98,039 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,47,134 - Absolute Returns: ₹8,47,134 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,76,327 - Absolute Returns: ₹24,76,327 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,64,493 - Absolute Returns: ₹53,64,493 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,45,40,242 - Absolute Returns: ₹1,25,40,242 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,56,68,093 - Absolute Returns: ₹2,12,68,093 - CAGR: %

Drawdown Metrics

Max Drawdown

-33.51 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-5.98 %

Calmar Ratio by Duration

1 Y

0.5751

3 Y

0.4658

5 Y

0.4628

7 Y

0.4491

10 Y

0.4584

12 Y

0.5195

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.47	0.98	98.3	98.3	3.58 %	4.00 %
3 years	3.82	0.90	93.5	87.4	14.61 %	11.28 %
5 years	-1.12	0.92	90.3	90.5	8.09 %	9.44 %
7 years	1.38	0.88	89.7	87.5	11.62 %	10.74 %
10 years	1.68	0.88	89.2	86.4	13.08 %	12.06 %
12 years	1.21	0.88	89.2	86.4	10.79 %	10.00 %
15 years	0.79	0.88	89.2	86.4	8.54 %	7.92 %