Parag Parikh ELSS Tax Saver Fund Direct Growth

Scheme code: INF879O01100 NAV value: ₹ 30.9980 NAV date: 19 March, 2026 TER: 0.62%
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 year0.1491.5120.6824.7312.77
3 year14.7337.5123.0522.8116.85
5 year15.8532.3824.3924.1215.91

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6124.73
3 year 6.2830.9515.0422.81
5 year 8.3826.0214.2224.12
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4924.73
3 year 6.5619.6413.5722.81
5 year 9.2212.2910.7524.12
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7524.73
3 year 7.6821.4915.0622.81
5 year 10.3713.511.9324.12
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1624.73
3 year 8.0432.0317.8122.81
5 year 8.1828.6415.3424.12
7 year 10.6416.4213.77
10 year 12.5614.0613.31

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: ₹13,22,439 - Absolute Returns: ₹1,22,439 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,49,455 - Absolute Returns: ₹12,49,455 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,00,93,800 - Absolute Returns: ₹40,93,800 - CAGR: %

Drawdown Metrics

Max Drawdown

-29.54 %

Drawdown Duration

1 months

Recovery Time

4 months

Avg Drawdown

-2.84 %

Calmar Ratio by Duration

1 Y

0.8371

3 Y

0.7721

5 Y

0.8164

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year -2.75 0.82 80.6 82.4 1.70 % 4.00 %
3 years 4.87 0.77 81.2 72.8 15.07 % 11.28 %
5 years 7.15 0.75 78.6 68.0 15.85 % 9.44 %
7 years 8.06 0.69 74.7 64.4 17.75 % 11.12 %
10 years 4.82 0.69 74.7 64.4 12.12 % 7.66 %
12 years 3.61 0.69 74.7 64.4 10.00 % 6.34 %
15 years 2.43 0.69 74.7 64.4 7.92 % 5.04 %