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MF_111549

Quantum ELSS Tax Saver Fund - Direct Plan Growth Option

Equity Scheme - ELSS

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End Amount
₹119,571.31
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.92%
MF_111549 Return
Benchmark CAGR
13.54%
Nifty 50
Inflation Adj. CAGR
8.41%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.85
Volatility vs Benchmark
Sharpe Ratio
0.56
Risk-Adjusted Return
Sortino Ratio
0.92
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 53% 20% 32%
60 days 55% 14% 19%
90 days 56% 12% 14%
180 days 58% 9% 7%
1Yr 57% 7% 4%
3Yr 70% 4% 5%
5Yr 62% 3% 3%
7Yr 41% 3% 1%
10Yr 50% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Quantum ELSS Tax Saver Fund - Direct Plan Growth Option Nifty 50
30 days 13.3% | -58.0% | 16.6% | 219.0% 26.6% | -66.4% | 14.7% | 254.1%
60 days -27.9% | -44.2% | 15.9% | 157.6% -23.0% | -47.8% | 16.9% | 151.3%
90 days -27.1% | -34.6% | 14.3% | 129.9% -25.0% | -37.7% | 15.0% | 127.6%
1 Year -9.8% | -17.3% | 10.8% | 75.9% -10.0% | -16.7% | 11.8% | 62.2%
3 Years 9.7% | -2.3% | 14.4% | 26.4% 7.7% | 1.6% | 13.0% | 24.3%
5 Years 8.5% | 3.4% | 13.8% | 24.2% 6.4% | 5.7% | 13.2% | 20.6%
7 Years 12.3% | 8.8% | 12.8% | 20.1% 11.2% | 8.2% | 12.8% | 16.0%
10 Years 10.1% | 7.7% | 13.0% | 18.2% 11.7% | 7.6% | 13.1% | 15.6%
Periods of Negative Return (Drawdowns) 24 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 6, 2009 April 7, 2009 91 days 12% Nifty 50: 17% 10388 9101 10511
June 10, 2009 July 18, 2009 38 days 8% Nifty 50: 14% 14342 13242 14484
Aug. 4, 2009 Aug. 22, 2009 18 days 5% Nifty 50: 6% 15441 14666 15640
Oct. 14, 2009 Nov. 11, 2009 28 days 6% Nifty 50: 11% 17586 16559 17663
Jan. 18, 2010 March 26, 2010 67 days 7% Nifty 50: 11% 19075 17713 19075
May 13, 2010 June 12, 2010 30 days 6% Nifty 50: 7% 19688 18552 19704
Nov. 10, 2010 Dec. 1, 2012 752 days 24% Nifty 50: 27% 24534 18560 24549
Jan. 18, 2013 Oct. 29, 2013 284 days 14% Nifty 50: 12% 25905 22326 26002
Dec. 9, 2013 March 4, 2014 85 days 6% Nifty 50: 6% 27274 25751 27374
Dec. 4, 2014 Jan. 28, 2015 55 days 6% Nifty 50: 6% 39103 36729 39133
Jan. 29, 2015 July 22, 2015 174 days 6% Nifty 50: 11% 39173 36659 39433
July 22, 2015 April 26, 2016 279 days 14% Nifty 50: 19% 39433 34034 39583
Sept. 8, 2016 Jan. 26, 2017 140 days 9% Nifty 50: 12% 46344 42167 46655
Jan. 24, 2018 April 9, 2019 440 days 11% Nifty 50: 9% 56130 49990 56170
April 16, 2019 June 1, 2019 46 days 6% Nifty 50: 5% 56520 52905 56761
June 3, 2019 Nov. 24, 2020 540 days 40% Nifty 50: 36% 56761 34275 57031
Jan. 14, 2021 Feb. 3, 2021 20 days 6% Nifty 50: 7% 65355 61188 66136
Feb. 16, 2021 May 8, 2021 81 days 6% Nifty 50: 6% 68680 64663 68850
Oct. 18, 2021 Sept. 13, 2022 330 days 16% Nifty 50: 16% 81120 68389 81160
Sept. 13, 2022 Nov. 11, 2022 59 days 6% Nifty 50: 7% 81160 76182 81581
Dec. 14, 2022 May 27, 2023 164 days 9% Nifty 50: 9% 83724 76152 84145
Sept. 15, 2023 Nov. 25, 2023 71 days 6% Nifty 50: 7% 95022 89573 95363
Sept. 26, 2024 Jan. 2, 2026 463 days 14% Nifty 50: 15% 135306 116897 135437
Jan. 2, 2026 Oct. 30, 2026 301 days 16% Nifty 50: 15% 135437 114233 119571