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MF_118540

Franklin India ELSS Tax Saver Fund - Direct - Growth

Equity Scheme - ELSS

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End Amount
₹63,155.77
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.25%
MF_118540 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
8.96%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.54
Risk-Adjusted Return
Sortino Ratio
0.80
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 57% 20% 17%
60 days 59% 14% 10%
90 days 59% 12% 8%
180 days 56% 11% 5%
1Yr 58% 10% 4%
3Yr 65% 6% 3%
5Yr 59% 4% 2%
7Yr 73% 2% 1%
10Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India ELSS Tax Saver Fund - Direct - Growth Nifty 50
30 days 6.8% | -62.6% | 19.1% | 198.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -28.0% | -46.8% | 19.5% | 132.2% -23.0% | -45.3% | 16.7% | 120.0%
90 days -24.7% | -38.4% | 17.9% | 111.7% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -9.5% | -14.6% | 11.4% | 70.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.3% | -2.2% | 17.0% | 29.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.7% | 2.4% | 14.4% | 27.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 14.1% | 9.8% | 14.5% | 17.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.2% | 12.4% | 15.0% | 18.3% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 13 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Oct. 30, 2013 288 days 15% Nifty 50: 12% 10200 8719 10214
Dec. 4, 2014 Jan. 2, 2015 29 days 6% Nifty 50: 6% 16947 15922 17062
April 13, 2015 July 16, 2015 94 days 9% Nifty 50: 10% 18416 16797 18470
Aug. 7, 2015 June 30, 2016 328 days 16% Nifty 50: 18% 18791 15703 18830
Sept. 6, 2016 Feb. 18, 2017 165 days 12% Nifty 50: 11% 20403 18053 20476
Jan. 23, 2018 Aug. 17, 2018 206 days 10% Nifty 50: 9% 24833 22451 24883
Aug. 31, 2018 Jan. 2, 2020 489 days 13% Nifty 50: 14% 25422 22005 25591
Jan. 17, 2020 Nov. 18, 2020 306 days 39% Nifty 50: 38% 25846 15769 26108
Jan. 13, 2021 Feb. 2, 2021 20 days 6% Nifty 50: 6% 30063 28252 30223
March 3, 2021 May 21, 2021 79 days 8% Nifty 50: 6% 32453 29833 32673
Oct. 18, 2021 Oct. 29, 2022 376 days 18% Nifty 50: 16% 40963 33521 41149
Dec. 14, 2022 June 7, 2023 175 days 10% Nifty 50: 9% 42507 38402 42825
Sept. 23, 2024 Oct. 30, 2026 767 days 17% Nifty 50: 15% 71073 59226 63156