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MF_118620

Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹60,966.70
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.03%
MF_118620 Return
Benchmark CAGR
11.59%
Nifty 50
Inflation Adj. CAGR
8.76%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.97
Volatility vs Benchmark
Sharpe Ratio
0.53
Risk-Adjusted Return
Sortino Ratio
0.76
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 55% 21% 19%
60 days 61% 13% 13%
90 days 64% 11% 11%
180 days 64% 8% 6%
1Yr 63% 6% 4%
3Yr 67% 4% 3%
5Yr 59% 2% 2%
7Yr 63% 1% 1%
10Yr 98% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option Nifty 50
30 days -1.5% | -65.5% | 22.6% | 188.5% 26.6% | -61.9% | 14.4% | 180.8%
60 days -37.4% | -50.4% | 21.2% | 122.3% -23.0% | -45.4% | 16.9% | 120.0%
90 days -25.5% | -40.2% | 18.4% | 95.3% -25.0% | -37.9% | 15.5% | 102.5%
1 Year -3.0% | -12.0% | 12.8% | 57.3% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 13.3% | 0.3% | 15.9% | 25.1% 7.7% | 3.4% | 13.4% | 24.0%
5 Years 10.5% | 3.5% | 14.2% | 24.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 14.4% | 9.6% | 13.8% | 17.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.6% | 12.1% | 14.4% | 16.3% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 20 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 25, 2013 May 7, 2013 102 days 9% Nifty 50: 9% 10130 9204 10171
May 29, 2013 Oct. 11, 2013 135 days 12% Nifty 50: 13% 10472 9172 10527
Jan. 1, 2014 March 5, 2014 63 days 5% Nifty 50: 5% 11193 10620 11221
Sept. 12, 2014 Oct. 31, 2014 49 days 5% Nifty 50: 4% 14880 14089 15037
Dec. 3, 2014 Jan. 10, 2015 38 days 6% Nifty 50: 6% 16013 15028 16022
April 13, 2015 July 16, 2015 94 days 9% Nifty 50: 10% 17715 16198 17734
Aug. 6, 2015 Aug. 6, 2016 366 days 19% Nifty 50: 19% 17988 14621 18020
Oct. 21, 2016 Feb. 17, 2017 119 days 13% Nifty 50: 9% 18723 16235 18733
Jan. 23, 2018 Jan. 2, 2020 709 days 18% Nifty 50: 9% 24237 19806 24297
Feb. 19, 2020 Nov. 11, 2020 266 days 37% Nifty 50: 37% 25190 15920 25342
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 29246 27507 29403
Feb. 15, 2021 May 21, 2021 95 days 6% Nifty 50: 6% 31027 29029 31170
Oct. 18, 2021 Jan. 8, 2022 82 days 8% Nifty 50: 10% 37900 34921 37965
Jan. 17, 2022 Nov. 30, 2022 317 days 18% Nifty 50: 16% 38631 31605 38853
Dec. 1, 2022 May 26, 2023 176 days 8% Nifty 50: 10% 38996 35828 39329
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 44126 41267 44450
July 31, 2024 Aug. 21, 2024 21 days 5% Nifty 50: 4% 59672 56554 59773
Sept. 26, 2024 Nov. 12, 2025 412 days 19% Nifty 50: 15% 63071 51388 63076
Jan. 2, 2026 July 31, 2026 210 days 13% Nifty 50: 15% 64487 55870 64676
Aug. 13, 2026 Oct. 30, 2026 78 days 10% Nifty 50: 9% 65907 59639 60967