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MF_119242

DSP ELSS Tax Saver Fund - Direct Plan - Growth

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹76,770.15
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.88%
MF_119242 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
10.51%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.03
Volatility vs Benchmark
Sharpe Ratio
0.62
Risk-Adjusted Return
Sortino Ratio
0.95
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 60% 24% 17%
60 days 62% 16% 10%
90 days 66% 13% 8%
180 days 69% 11% 5%
1Yr 76% 9% 4%
3Yr 82% 6% 1%
5Yr 98% 4% 0%
7Yr 100% 4% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period DSP ELSS Tax Saver Fund - Direct Plan - Growth Nifty 50
30 days 4.3% | -64.1% | 21.4% | 213.3% 26.6% | -61.9% | 14.2% | 180.7%
60 days -31.2% | -48.6% | 21.6% | 148.8% -23.0% | -45.3% | 16.7% | 120.0%
90 days -26.4% | -38.2% | 19.9% | 129.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -6.9% | -10.3% | 15.1% | 68.8% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 13.0% | 2.3% | 18.8% | 29.1% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.6% | 7.3% | 17.5% | 27.6% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.5% | 13.1% | 16.9% | 19.7% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 14.1% | 14.4% | 17.4% | 20.0% 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. 15, 2013 Oct. 31, 2013 289 days 15% Nifty 50: 12% 10076 8528 10158
July 7, 2014 Aug. 19, 2014 43 days 6% Nifty 50: 4% 14293 13486 14455
Sept. 22, 2014 Oct. 31, 2014 39 days 5% Nifty 50: 5% 15382 14551 15531
Dec. 4, 2014 Jan. 15, 2015 42 days 6% Nifty 50: 6% 16396 15372 16682
March 3, 2015 July 17, 2015 136 days 10% Nifty 50: 11% 17570 15773 17583
Aug. 7, 2015 June 23, 2016 321 days 18% Nifty 50: 18% 17939 14628 17942
Oct. 25, 2016 Feb. 2, 2017 100 days 12% Nifty 50: 9% 20778 18330 20807
Sept. 19, 2017 Oct. 17, 2017 28 days 5% Nifty 50: 4% 24707 23463 24764
Jan. 23, 2018 May 25, 2019 487 days 18% Nifty 50: 9% 26798 22071 27043
June 3, 2019 Sept. 21, 2019 110 days 8% Nifty 50: 11% 27169 24873 27294
Jan. 24, 2020 Nov. 7, 2020 288 days 37% Nifty 50: 38% 29094 18281 29114
Jan. 14, 2021 Feb. 3, 2021 20 days 6% Nifty 50: 7% 34931 32838 35336
March 3, 2021 May 6, 2021 64 days 6% Nifty 50: 6% 37266 35132 37482
Oct. 18, 2021 Sept. 13, 2022 330 days 17% Nifty 50: 16% 47476 39371 47497
Sept. 13, 2022 Nov. 15, 2022 63 days 7% Nifty 50: 7% 47497 44385 47560
Dec. 14, 2022 May 27, 2023 164 days 9% Nifty 50: 9% 48698 44249 48723
Sept. 11, 2023 Nov. 16, 2023 66 days 6% Nifty 50: 6% 55840 52489 55855
March 4, 2024 April 6, 2024 33 days 6% Nifty 50: 3% 66024 62335 66417
Sept. 27, 2024 Nov. 15, 2025 414 days 16% Nifty 50: 15% 83353 69885 83495
Jan. 6, 2026 Oct. 30, 2026 297 days 15% Nifty 50: 15% 85088 72492 76770