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MF_118866

Taurus ELSS Tax Saver Fund - Direct Plan - Growth

Equity Scheme - ELSS

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End Amount
₹49,508.20
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.26%
MF_118866 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.06%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.94
Volatility vs Benchmark
Sharpe Ratio
0.46
Risk-Adjusted Return
Sortino Ratio
0.67
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 49% 20% 19%
60 days 51% 13% 12%
90 days 54% 10% 10%
180 days 57% 7% 7%
1Yr 62% 5% 5%
3Yr 61% 3% 2%
5Yr 64% 2% 2%
7Yr 66% 1% 0%
10Yr 95% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Taurus ELSS Tax Saver Fund - Direct Plan - Growth Nifty 50
30 days -27.3% | -64.5% | 17.8% | 166.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -23.5% | -48.1% | 18.5% | 116.1% -23.0% | -45.3% | 16.7% | 120.0%
90 days -18.5% | -39.4% | 16.2% | 93.7% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -6.8% | -12.6% | 12.0% | 50.3% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.4% | 2.5% | 14.6% | 23.0% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.5% | 6.0% | 14.2% | 22.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.7% | 9.7% | 13.6% | 16.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.2% | 12.4% | 14.3% | 16.6% 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. 21, 2013 March 22, 2014 425 days 21% Nifty 50: 12% 10123 7994 10156
July 7, 2014 July 24, 2014 17 days 5% Nifty 50: 4% 12485 11855 12495
Sept. 9, 2014 Oct. 31, 2014 52 days 6% Nifty 50: 5% 13117 12385 13220
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 13737 12713 13858
March 3, 2015 Aug. 5, 2015 155 days 10% Nifty 50: 11% 14851 13348 14872
Aug. 7, 2015 July 20, 2016 348 days 21% Nifty 50: 18% 14900 11706 14941
Sept. 8, 2016 Feb. 9, 2017 154 days 12% Nifty 50: 12% 15891 13919 15891
Sept. 18, 2017 Oct. 26, 2017 38 days 6% Nifty 50: 4% 19211 18102 19249
Jan. 24, 2018 July 24, 2018 181 days 8% Nifty 50: 9% 21055 19378 21094
Aug. 28, 2018 Jan. 11, 2020 501 days 15% Nifty 50: 14% 22134 18840 22134
Feb. 19, 2020 Nov. 6, 2020 261 days 35% Nifty 50: 37% 22577 14664 22713
Jan. 12, 2021 Feb. 3, 2021 22 days 6% Nifty 50: 6% 26119 24570 26122
March 3, 2021 May 15, 2021 73 days 6% Nifty 50: 6% 26954 25246 26970
Oct. 18, 2021 Nov. 11, 2022 389 days 16% Nifty 50: 16% 32636 27462 32797
Sept. 15, 2023 Nov. 21, 2023 67 days 7% Nifty 50: 7% 38924 36329 39029
Feb. 23, 2024 April 10, 2024 47 days 5% Nifty 50: 2% 45953 43555 46014
Sept. 26, 2024 Dec. 12, 2024 77 days 7% Nifty 50: 11% 53061 49449 53076
Dec. 13, 2024 June 27, 2025 196 days 14% Nifty 50: 11% 53215 45848 53368
June 27, 2025 Oct. 21, 2025 116 days 5% Nifty 50: 5% 53368 50620 53420
Oct. 29, 2025 Oct. 30, 2026 366 days 17% Nifty 50: 14% 53453 44529 49508