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MF_118803

Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹55,414.84
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.18%
MF_118803 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.94%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
1.13
Volatility vs Benchmark
Sharpe Ratio
0.45
Risk-Adjusted Return
Sortino Ratio
0.68
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% 40% 21%
60 days 58% 25% 15%
90 days 58% 21% 13%
180 days 59% 17% 11%
1Yr 63% 13% 10%
3Yr 57% 7% 7%
5Yr 46% 5% 6%
7Yr 28% 1% 3%
10Yr 41% 2% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option Nifty 50
30 days -9.3% | -71.7% | 21.1% | 260.3% 26.6% | -61.9% | 14.2% | 180.7%
60 days -24.8% | -59.4% | 20.7% | 176.5% -23.0% | -45.3% | 16.7% | 120.0%
90 days -25.0% | -49.9% | 19.3% | 143.2% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.3% | -24.1% | 9.9% | 98.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 12.0% | -10.1% | 15.3% | 32.8% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.3% | -1.9% | 11.6% | 26.3% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 13.2% | 6.9% | 11.3% | 15.5% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 10.1% | 9.4% | 12.7% | 17.3% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 14 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 Dec. 27, 2013 354 days 24% Nifty 50: 11% 10133 7684 10210
Jan. 1, 2014 March 6, 2014 64 days 8% Nifty 50: 5% 10338 9499 10454
July 4, 2014 Aug. 21, 2014 48 days 6% Nifty 50: 4% 15977 14957 16010
Sept. 11, 2014 Oct. 28, 2014 47 days 6% Nifty 50: 4% 17584 16595 17631
Dec. 4, 2014 Jan. 15, 2015 42 days 8% Nifty 50: 6% 19419 17816 19592
March 3, 2015 Sept. 3, 2016 550 days 26% Nifty 50: 22% 20825 15344 20980
Sept. 8, 2016 Oct. 20, 2016 42 days 5% Nifty 50: 5% 21328 20167 21332
Oct. 24, 2016 Feb. 3, 2017 102 days 12% Nifty 50: 9% 21373 18900 21412
Jan. 23, 2018 July 7, 2021 1261 days 52% Nifty 50: 29% 29450 14177 29513
Oct. 18, 2021 Sept. 10, 2022 327 days 17% Nifty 50: 16% 34886 28919 35134
Sept. 14, 2022 Nov. 15, 2022 62 days 7% Nifty 50: 7% 35399 32845 35571
Dec. 14, 2022 June 7, 2023 175 days 10% Nifty 50: 9% 36405 32647 36470
Sept. 11, 2023 Nov. 25, 2023 75 days 6% Nifty 50: 6% 41329 38818 41515
Sept. 26, 2024 Oct. 30, 2026 764 days 20% Nifty 50: 15% 59769 47781 55415