NJ ELSS Tax Saver Scheme Direct Growth

Scheme code: INF0J8L01115 NAV value: ₹ 13.3900 NAV date: 19 March, 2026 TER: 0.65%

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	-11.73	53.43	3.53	12.66	12.77

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	12.66
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	12.66
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	12.66
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	12.66
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: ₹12,41,279 - Absolute Returns: ₹41,279 - CAGR: %

Max Drawdown

-22.80 %

Drawdown Duration

5 months

Avg Drawdown

-6.81 %

1 Y

0.5552

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-2.81	0.81	81.0	81.4	1.66 %	4.00 %
3 years	3.04	0.85	87.9	81.7	10.43 %	7.55 %
5 years	1.36	0.85	87.9	81.7	6.13 %	4.46 %
7 years	0.67	0.85	87.9	81.7	4.34 %	3.17 %
10 years	0.17	0.85	87.9	81.7	3.02 %	2.21 %
12 years	-0.03	0.85	87.9	81.7	2.51 %	1.84 %
15 years	-0.22	0.85	87.9	81.7	2.00 %	1.47 %