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MF_118473

BANDHAN ELSS - Tax Saver Fund - Direct Plan - Growth

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹77,269.13
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.93%
MF_118473 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
10.57%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.04
Volatility vs Benchmark
Sharpe Ratio
0.60
Risk-Adjusted Return
Sortino Ratio
0.87
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 59% 29% 21%
60 days 61% 19% 12%
90 days 61% 17% 9%
180 days 67% 13% 7%
1Yr 69% 11% 6%
3Yr 81% 6% 3%
5Yr 89% 4% 1%
7Yr 100% 3% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANDHAN ELSS - Tax Saver Fund - Direct Plan - Growth Nifty 50
30 days 2.8% | -66.7% | 23.4% | 221.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -24.8% | -51.4% | 22.1% | 149.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -22.6% | -39.6% | 19.3% | 121.9% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.1% | -15.4% | 13.4% | 82.8% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 9.8% | -1.0% | 17.5% | 34.8% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.8% | 3.5% | 17.8% | 28.9% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 16.8% | 11.2% | 16.8% | 19.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 14.6% | 14.4% | 17.3% | 20.3% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 Oct. 11, 2013 263 days 14% Nifty 50: 12% 10234 8849 10258
Jan. 1, 2014 March 25, 2014 83 days 7% Nifty 50: 5% 11436 10663 11466
Sept. 12, 2014 Nov. 11, 2014 60 days 6% Nifty 50: 4% 15632 14632 15771
Dec. 4, 2014 Jan. 2, 2015 29 days 7% Nifty 50: 6% 16593 15458 16666
April 9, 2015 July 17, 2015 99 days 9% Nifty 50: 9% 19010 17379 19019
Aug. 5, 2015 Aug. 30, 2016 391 days 22% Nifty 50: 18% 19257 14956 19410
Oct. 25, 2016 Feb. 4, 2017 102 days 13% Nifty 50: 9% 20082 17390 20150
Jan. 15, 2018 Nov. 18, 2020 1038 days 43% Nifty 50: 27% 29015 16655 29105
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 34124 32202 34410
March 3, 2021 April 29, 2021 57 days 7% Nifty 50: 6% 37980 35442 38087
Oct. 18, 2021 Jan. 12, 2022 86 days 9% Nifty 50: 10% 49880 45318 50421
Jan. 17, 2022 Nov. 1, 2022 288 days 18% Nifty 50: 16% 50944 41595 50945
Dec. 14, 2022 May 11, 2023 148 days 8% Nifty 50: 9% 52201 48226 52289
Sept. 11, 2023 Nov. 29, 2023 79 days 6% Nifty 50: 6% 61285 57691 61820
Sept. 26, 2024 Oct. 30, 2026 764 days 18% Nifty 50: 15% 82779 68129 77269