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MF_119060

HDFC ELSS - Tax Saver Fund - Growth Option - Direct Plan

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹58,232.11
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.58%
MF_119060 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
8.32%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
1.03
Volatility vs Benchmark
Sharpe Ratio
0.48
Risk-Adjusted Return
Sortino Ratio
0.74
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 56% 26% 19%
60 days 57% 17% 12%
90 days 60% 14% 11%
180 days 61% 11% 8%
1Yr 62% 10% 6%
3Yr 61% 6% 5%
5Yr 52% 5% 3%
7Yr 44% 2% 1%
10Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HDFC ELSS - Tax Saver Fund - Growth Option - Direct Plan Nifty 50
30 days 16.6% | -64.3% | 17.8% | 220.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -27.3% | -50.3% | 17.1% | 150.1% -23.0% | -45.3% | 16.7% | 120.0%
90 days -23.5% | -43.0% | 15.9% | 123.7% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -9.5% | -19.9% | 12.3% | 65.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 12.8% | -4.5% | 15.4% | 28.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 12.6% | 1.5% | 13.7% | 28.3% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.0% | 8.3% | 13.4% | 17.6% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.6% | 12.5% | 14.7% | 17.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 17 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 Dec. 5, 2013 318 days 20% Nifty 50: 12% 10239 8234 10280
Dec. 27, 2013 March 5, 2014 68 days 6% Nifty 50: 5% 10510 9905 10521
July 7, 2014 Aug. 21, 2014 45 days 7% Nifty 50: 4% 15053 13987 15070
Sept. 12, 2014 Oct. 31, 2014 49 days 7% Nifty 50: 4% 15902 14815 16027
Dec. 4, 2014 Jan. 21, 2015 48 days 7% Nifty 50: 6% 17025 15765 17079
Jan. 28, 2015 Sept. 3, 2016 584 days 26% Nifty 50: 21% 17362 12774 17609
Oct. 24, 2016 Jan. 25, 2017 93 days 9% Nifty 50: 9% 17935 16294 18051
Sept. 19, 2017 Oct. 25, 2017 36 days 5% Nifty 50: 4% 21505 20413 22235
Jan. 23, 2018 Jan. 8, 2021 1081 days 44% Nifty 50: 29% 23992 13401 24015
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 24584 23229 24729
March 3, 2021 May 21, 2021 79 days 6% Nifty 50: 6% 25850 24216 26022
Oct. 18, 2021 Aug. 6, 2022 292 days 13% Nifty 50: 16% 33001 28814 33168
Sept. 13, 2022 Oct. 26, 2022 43 days 6% Nifty 50: 7% 34899 32869 34963
Dec. 1, 2022 May 27, 2023 177 days 8% Nifty 50: 10% 36571 33729 36666
Sept. 15, 2023 Nov. 16, 2023 62 days 5% Nifty 50: 7% 42337 40095 42672
Sept. 26, 2024 June 27, 2025 274 days 14% Nifty 50: 15% 62569 53513 62709
Oct. 29, 2025 Oct. 30, 2026 366 days 15% Nifty 50: 14% 64731 55145 58232