LIC MF ELSS Tax Saver Direct Growth

Scheme code: INF767K01EM1 NAV value: ₹ 155.4286 NAV date: 19 March, 2026 TER: 1.04%

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	-24.27	69.87	14.02	16.90	12.77
3 year	-1.76	26.70	15.15	14.48	16.85
5 year	0.22	25.53	14.77	14.28	15.91
7 year	9.11	17.07	13.80	13.60	14.19
10 year	10.98	16.67	14.38	14.35	14.89
12 year	13.74	16.96	15.59	15.59	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	16.9
3 year	6.28	30.95	15.04	14.48
5 year	8.38	26.02	14.22	14.28
7 year	10.18	15.62	12.93	13.6
10 year	11.42	12.93	12.18	14.35
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	16.9
3 year	6.56	19.64	13.57	14.48
5 year	9.22	12.29	10.75	14.28

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	16.9
3 year	7.68	21.49	15.06	14.48
5 year	10.37	13.5	11.93	14.28

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	16.9
3 year	8.04	32.03	17.81	14.48
5 year	8.18	28.64	15.34	14.28
7 year	10.64	16.42	13.77	13.6
10 year	12.56	14.06	13.31	14.35

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: ₹12,89,339 - Absolute Returns: ₹89,339 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,29,694 - Absolute Returns: ₹8,29,694 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,76,442 - Absolute Returns: ₹25,76,442 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,38,55,618 - Absolute Returns: ₹54,55,618 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,56,31,745 - Absolute Returns: ₹1,36,31,745 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,65,89,571 - Absolute Returns: ₹2,21,89,571 - CAGR: %

Drawdown Metrics

Max Drawdown

-35.69 %

Drawdown Duration

1 months

Recovery Time

9 months

Avg Drawdown

-5.09 %

Calmar Ratio by Duration

1 Y

0.4735

3 Y

0.4057

5 Y

0.4001

7 Y

0.3811

10 Y

0.4021

12 Y

0.4368

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-4.81	0.95	91.2	96.9	-0.68 %	4.00 %
3 years	3.89	0.91	92.7	86.7	14.74 %	11.28 %
5 years	2.72	0.90	90.6	86.4	11.87 %	9.44 %
7 years	2.34	0.85	87.5	84.3	12.46 %	10.74 %
10 years	2.34	0.86	88.3	84.9	13.61 %	12.06 %
12 years	1.76	0.86	88.3	84.9	11.26 %	10.00 %
15 years	1.19	0.86	88.3	84.9	8.91 %	7.92 %