- Scheme Category:
- Equity Scheme >
- ELSS
NAV: ₹ ↓ -0.34%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH and its peers as on 11 September, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH | -9.83% | -0.34% | -2.09% | -4.37% | 1.55% | -5.63% | 6.33% | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Direct Growth | -9.52% | -0.15% | -1.6% | -3.71% | 0.86% | -10.02% | 8.35% | 11.16% | 17.18% | - |
| SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH | -6.53% | -0.28% | -1.42% | -3.51% | 1.61% | -2.63% | 13.37% | 14.87% | 18.72% | 13.87% |
| SBI Tax Advantage Fund - Series III - Direct Plan - Growth Option | 0.87% | 0.02% | 0.11% | -0.08% | 0.53% | 32.02% | 22.3% | 27.38% | 22.66% | - |
| HDFC Long Term Advantage Plan - Growth Option - Direct Plan | 5.66% | 0.05% | 3.12% | 4.38% | 1.26% | 36.07% | 21.2% | 18.02% | 14.84% | - |
| Kotak ELSS Tax Saver Fund-Growth - Direct | -0.53% | -0.1% | -1.1% | -1.81% | 6.82% | 1.65% | 10.71% | 11.91% | 17.06% | 14.22% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 10.14% | 11.26% |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 1.79% | -0.2% | -4.01% | -1.76% | -11.32% | 5.81% | -2.43% | 2.36% | 1.74% | -1.16% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -4.72% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 99.89% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 0.11% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Other links |
|---|---|---|---|---|
| HDFC BANK LIMITED | HDFCBANK (INE040A01034) | BANKS | 10.25% | DCF |
| ICICI BANK LIMITED | ICICIBANK (INE090A01021) | BANKS | 9.20% | DCF |
| RELIANCE INDUSTRIES LIMITED | RELIANCE (INE002A01018) | PETROLEUM PRODUCTS | 7.91% | DCF |
| BHARTI AIRTEL LIMITED | BHARTIARTL (INE397D01024) | TELECOM - SERVICES | 5.37% | DCF |
| LARSEN & TOUBRO LIMITED | LT (INE018A01030) | CONSTRUCTION | 4.13% | DCF |
| STATE BANK OF INDIA | SBIN (INE062A01020) | BANKS | 3.80% | DCF |
| INFOSYS LIMITED | INFY (INE009A01021) | IT - SOFTWARE | 3.55% | DCF |
| AXIS BANK LIMITED | AXISBANK (INE238A01034) | BANKS | 3.16% | DCF |
| BAJAJ FINANCE LIMITED | BAJFINANCE (INE296A01032) | FINANCE | 2.74% | |
| MAHINDRA & MAHINDRA LIMITED | M&M (INE101A01026) | AUTOMOBILES | 2.72% | DCF |
| KOTAK MAHINDRA BANK LIMITED | KOTAKBANK (INE237A01036) | BANKS | 2.57% | DCF |
| ITC LIMITED | ITC (INE154A01025) | DIVERSIFIED FMCG | 2.42% | DCF |
| TATA CONSULTANCY SERVICES LIMITED | TCS (INE467B01029) | IT - SOFTWARE | 2.16% | DCF |
| ETERNAL LIMITED | ETERNAL (INE758T01015) | RETAILING | 1.96% | |
| SUN PHARMACEUTICAL INDUSTRIES LIMITED | SUNPHARMA (INE044A01036) | PHARMACEUTICALS & BIOTECHNOLOGY | 1.89% | |
| TITAN COMPANY LIMITED | TITAN (INE280A01028) | CONSUMER DURABLES | 1.80% | |
| HINDUSTAN UNILEVER LIMITED | HINDUNILVR (INE030A01027) | DIVERSIFIED FMCG | 1.67% | |
| MARUTI SUZUKI INDIA LIMITED | MARUTI (INE585B01010) | AUTOMOBILES | 1.66% | DCF |
| NTPC LIMITED | NTPC (INE733E01010) | POWER | 1.47% | |
| TATA STEEL LIMITED | TATASTEEL (INE081A01020) | FERROUS METALS | 1.40% | |
| SHRIRAM FINANCE LIMITED | SHRIRAMFIN (INE721A01047) | FINANCE | 1.31% | |
| HCL TECHNOLOGIES LIMITED | HCLTECH (INE860A01027) | IT - SOFTWARE | 1.27% | DCF |
| HINDALCO INDUSTRIES LIMITED | HINDALCO (INE038A01020) | NON - FERROUS METALS | 1.26% | |
| ULTRATECH CEMENT LIMITED | ULTRACEMCO (INE481G01011) | CEMENT & CEMENT PRODUCTS | 1.26% | |
| BHARAT ELECTRONICS LIMITED | BEL (INE263A01024) | AEROSPACE & DEFENSE | 1.24% | |
| POWER GRID CORPORATION OF INDIA LIMITED | POWERGRID (INE752E01010) | POWER | 1.15% | DCF |
| BAJAJ AUTO LIMITED | BAJAJ-AUTO (INE917I01010) | AUTOMOBILES | 1.14% | |
| ADANI PORT & SPECIAL ECONOMIC ZONE LTD | ADANIPORTS (INE742F01042) | TRANSPORT INFRASTRUCTURE | 1.12% | |
| ASIAN PAINTS LIMITED | ASIANPAINT (INE021A01026) | CONSUMER DURABLES | 1.11% | |
| JSW STEEL LIMITED | JSWSTEEL (INE019A01038) | FERROUS METALS | 1.07% | |
| BAJAJ FINSERV LIMITED | BAJAJFINSV (INE918I01026) | FINANCE | 1.05% | DCF |
| GRASIM INDUSTRIES LIMITED | GRASIM (INE047A01021) | CEMENT & CEMENT PRODUCTS | 1.05% | |
| INTERGLOBE AVIATION LIMITED | INDIGO (INE646L01027) | TRANSPORT SERVICES | 1.05% | |
| EICHER MOTORS LIMITED | EICHERMOT (INE066A01021) | AUTOMOBILES | 0.97% | |
| NESTLE INDIA LIMITED | NESTLEIND (INE239A01024) | FOOD PRODUCTS | 0.97% | |
| TECH MAHINDRA LIMITED | TECHM (INE669C01036) | IT - SOFTWARE | 0.94% | |
| TRENT LIMITED | TRENT (INE849A01020) | RETAILING | 0.90% | |
| COAL INDIA LIMITED | COALINDIA (INE522F01014) | CONSUMABLE FUELS | 0.89% | DCF |
| OIL & NATURAL GAS CORPORATION LIMITED | ONGC (INE213A01029) | OIL | 0.84% | |
| APOLLO HOSPITALS ENTERPRISE LIMITED | APOLLOHOSP (INE437A01024) | HEALTHCARE SERVICES | 0.83% | |
| ADANI ENTERPRISES LIMITED | ADANIENT (INE423A01024) | METALS & MINERALS TRADING | 0.78% | |
| SBI LIFE INSURANCE COMPANY LIMITED | SBILIFE (INE123W01016) | INSURANCE | 0.76% | |
| JIO FINANCIAL SERVICES LIMITED | JIOFIN (INE758E01017) | FINANCE | 0.75% | |
| CIPLA LIMITED | CIPLA (INE059A01026) | PHARMACEUTICALS & BIOTECHNOLOGY | 0.74% | |
| MAX HEALTHCARE INSTITUTE LIMITED | MAXHEALTH (INE027H01010) | HEALTHCARE SERVICES | 0.73% | |
| TATA MOTORS PASSENGER VEHICLES LIMITED | TMPV (INE155A01022) | AUTOMOBILES | 0.64% | |
| DR. REDDY'S LABORATORIES LIMITED | DRREDDY (INE089A01031) | PHARMACEUTICALS & BIOTECHNOLOGY | 0.63% | |
| TATA CONSUMER PRODUCTS LIMITED | TATACONSUM (INE192A01025) | AGRICULTURAL FOOD & OTHER PRODUCTS | 0.63% | |
| HDFC LIFE INSURANCE COMPANY LIMITED | HDFCLIFE (INE795G01014) | INSURANCE | 0.53% | |
| WIPRO LIMITED | WIPRO (INE075A01022) | IT - SOFTWARE | 0.45% |
Portfolio data is as on date 31 July, 2026
NAV history
NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 11 September, 2026 | 14.2417 | -0.34% |
| 10 September, 2026 | 14.2902 | 0.2% |
| 9 September, 2026 | 14.2621 | -0.86% |
| 8 September, 2026 | 14.3861 | -0.61% |
| 7 September, 2026 | 14.4739 | -0.5% |
| 4 September, 2026 | 14.5464 | 0.12% |
| 3 September, 2026 | 14.5295 | -0.17% |
| 2 September, 2026 | 14.5546 | -0.57% |
| 1 September, 2026 | 14.6385 | -0.1% |
| 31 August, 2026 | 14.6535 | -0.4% |
| 28 August, 2026 | 14.7118 | 0.35% |
| 27 August, 2026 | 14.6603 | -0.48% |
| 26 August, 2026 | 14.7315 | -0.52% |
| 25 August, 2026 | 14.8087 | 0.48% |
| 24 August, 2026 | 14.7386 | -0.14% |
| 21 August, 2026 | 14.7589 | 0.08% |
| 20 August, 2026 | 14.7468 | 0.64% |
| 19 August, 2026 | 14.6536 | -0.32% |
| 18 August, 2026 | 14.7002 | -0.55% |
| 17 August, 2026 | 14.781 | -0.32% |
| 14 August, 2026 | 14.8289 | -0.12% |
| 13 August, 2026 | 14.847 | -0.16% |
| 12 August, 2026 | 14.8705 | -0.15% |
| 11 August, 2026 | 14.893 | -0.46% |
| 10 August, 2026 | 14.9613 | 0.05% |
| 7 August, 2026 | 14.9533 | -0.25% |
| 6 August, 2026 | 14.9902 | 0.05% |
| 5 August, 2026 | 14.9834 | 0.04% |
| 4 August, 2026 | 14.9776 | -0.64% |
| 3 August, 2026 | 15.0745 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH?
The latest NAV of NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH is 14.2417 as on 11 September, 2026.What are YTD (year to date) returns of NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH?
The YTD (year to date) returns of NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH are -9.83% as on 11 September, 2026.What are 1 year returns of NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH?
The 1 year returns of NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH are -5.63% as on 11 September, 2026.What are 3 year CAGR returns of NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH?
The 3 year annualized returns (CAGR) of NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH are 6.33% as on 11 September, 2026.What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH?
NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)Holding period Tax rate Less than 1 year (STCG) 20% More than 1 year (LTCG) Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.