Bajaj Finserv ELSS Tax Saver Fund Direct Growth

Scheme code: INF0QA701AK0 NAV value: ₹ 10.4370 NAV date: 19 March, 2026 TER: 0.70%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	5.03	15.80	13.96	12.46	12.77

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	12.46
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
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	12.46
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	12.46
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	12.46
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

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 (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,23,742 - Absolute Returns: ₹23,742 - CAGR: %

Max Drawdown

-10.47 %

Drawdown Duration

2 months

Avg Drawdown

-1.69 %

1 Y

1.1897

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.61	0.88	89.5	87.5	4.91 %	4.00 %
3 years	1.08	0.84	88.1	81.7	1.72 %	-0.47 %
5 years	0.23	0.84	88.1	81.7	1.03 %	-0.28 %
7 years	-0.14	0.84	88.1	81.7	0.73 %	-0.20 %
10 years	-0.41	0.84	88.1	81.7	0.51 %	-0.14 %
12 years	-0.51	0.84	88.1	81.7	0.43 %	-0.12 %
15 years	-0.62	0.84	88.1	81.7	0.34 %	-0.09 %