Franklin India ELSS Tax Saver Fund Direct Growth

Scheme code: INF090I01JS8 NAV value: ₹ 1493.1399 NAV date: 19 March, 2026 TER: 1.08%

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	-35.92	98.76	12.21	19.05	12.77
3 year	-8.62	35.11	17.52	16.09	16.85
5 year	-2.35	32.15	14.78	15.21	15.91
7 year	7.71	18.07	14.36	14.14	14.19
10 year	12.53	18.64	15.43	15.73	14.89
12 year	15.40	18.56	17.24	17.21	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	19.05
3 year	6.28	30.95	15.04	16.09
5 year	8.38	26.02	14.22	15.21
7 year	10.18	15.62	12.93	14.14
10 year	11.42	12.93	12.18	15.73
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	19.05
3 year	6.56	19.64	13.57	16.09
5 year	9.22	12.29	10.75	15.21

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.05
3 year	7.68	21.49	15.06	16.09
5 year	10.37	13.5	11.93	15.21

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.05
3 year	8.04	32.03	17.81	16.09
5 year	8.18	28.64	15.34	15.21
7 year	10.64	16.42	13.77	14.14
10 year	12.56	14.06	13.31	15.73

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: ₹12,89,274 - Absolute Returns: ₹89,274 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,53,537 - Absolute Returns: ₹9,53,537 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,83,320 - Absolute Returns: ₹28,83,320 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,44,08,977 - Absolute Returns: ₹60,08,977 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,81,19,837 - Absolute Returns: ₹1,61,19,837 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,03,96,385 - Absolute Returns: ₹2,59,96,385 - CAGR: %

Drawdown Metrics

Max Drawdown

-38.99 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.60 %

Calmar Ratio by Duration

1 Y

0.4886

3 Y

0.4127

5 Y

0.3901

7 Y

0.3627

10 Y

0.4034

12 Y

0.4414

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.48	0.98	98.8	99.2	3.58 %	4.00 %
3 years	6.01	0.96	98.8	90.5	17.11 %	11.28 %
5 years	5.07	0.96	96.8	90.5	14.39 %	9.44 %
7 years	3.68	0.93	95.3	91.3	14.14 %	10.74 %
10 years	2.39	0.93	93.6	90.5	14.04 %	12.06 %
12 years	1.84	0.93	93.6	90.4	11.58 %	10.00 %
15 years	1.35	0.93	93.6	90.4	9.16 %	7.92 %