DSP ELSS Tax Saver Fund Direct Growth

Scheme code: INF740K01OK1 NAV value: ₹ 144.3300 NAV date: 19 March, 2026 TER: 0.69%

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	-29.09	97.86	16.56	20.82	12.77
3 year	-4.99	34.89	19.11	18.11	16.85
5 year	1.75	32.52	17.92	17.54	15.91
7 year	10.66	20.73	16.87	16.77	14.19
10 year	14.80	20.41	17.68	17.88	14.89
12 year	17.69	20.51	19.19	19.14	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	20.82
3 year	6.28	30.95	15.04	18.11
5 year	8.38	26.02	14.22	17.54
7 year	10.18	15.62	12.93	16.77
10 year	11.42	12.93	12.18	17.88
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	20.82
3 year	6.56	19.64	13.57	18.11
5 year	9.22	12.29	10.75	17.54

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	20.82
3 year	7.68	21.49	15.06	18.11
5 year	10.37	13.5	11.93	17.54

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	20.82
3 year	8.04	32.03	17.81	18.11
5 year	8.18	28.64	15.34	17.54
7 year	10.64	16.42	13.77	16.77
10 year	12.56	14.06	13.31	17.88

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: ₹13,00,527 - Absolute Returns: ₹1,00,527 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,74,176 - Absolute Returns: ₹10,74,176 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹92,99,435 - Absolute Returns: ₹32,99,435 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,56,03,519 - Absolute Returns: ₹72,03,519 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,09,39,175 - Absolute Returns: ₹1,89,39,175 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,58,37,683 - Absolute Returns: ₹3,14,37,683 - CAGR: %

Drawdown Metrics

Max Drawdown

-37.16 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.48 %

Calmar Ratio by Duration

1 Y

0.5602

3 Y

0.4873

5 Y

0.472

7 Y

0.4512

10 Y

0.4811

12 Y

0.515

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.20	0.95	97.1	93.7	6.32 %	4.00 %
3 years	8.14	0.99	100.8	89.9	19.36 %	11.28 %
5 years	6.53	0.95	96.0	87.8	15.81 %	9.44 %
7 years	6.33	0.92	94.7	88.0	16.73 %	10.74 %
10 years	5.33	0.93	96.6	90.5	17.03 %	12.06 %
12 years	4.25	0.93	96.6	90.5	14.02 %	10.00 %
15 years	3.24	0.93	96.6	90.5	11.07 %	7.92 %