Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_119351

BANK OF INDIA ELSS Tax Saver FUND -Direct Plan- Growth

Equity Schemes - ELSS- Tax Saver Fund

Back to Home
End Amount
₹78,574.47
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.07%
MF_119351 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
10.70%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
0.94
Volatility vs Benchmark
Sharpe Ratio
0.65
Risk-Adjusted Return
Sortino Ratio
0.98
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 59% 32% 25%
60 days 62% 21% 17%
90 days 63% 18% 13%
180 days 67% 14% 10%
1Yr 72% 11% 9%
3Yr 84% 6% 2%
5Yr 100% 5% 0%
7Yr 100% 5% 0%
10Yr 100% 5% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANK OF INDIA ELSS Tax Saver FUND -Direct Plan- Growth Nifty 50
30 days -28.8% | -70.5% | 25.0% | 214.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -30.6% | -59.4% | 24.0% | 135.5% -23.0% | -45.3% | 16.7% | 120.0%
90 days -20.8% | -48.4% | 21.8% | 105.8% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -3.1% | -13.8% | 17.9% | 71.0% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 11.9% | 5.4% | 17.6% | 30.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.2% | 7.5% | 17.6% | 29.3% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 17.6% | 13.2% | 17.8% | 21.9% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 15.5% | 15.2% | 17.6% | 20.6% 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. 15, 2013 May 15, 2013 120 days 10% Nifty 50: 9% 10026 9060 10085
May 16, 2013 Sept. 19, 2013 126 days 11% Nifty 50: 14% 10106 8957 10255
July 7, 2014 Aug. 19, 2014 43 days 5% Nifty 50: 4% 14038 13319 14166
Sept. 12, 2014 Oct. 30, 2014 48 days 5% Nifty 50: 4% 15009 14196 15064
Dec. 4, 2014 Jan. 2, 2015 29 days 6% Nifty 50: 6% 16094 15102 16140
March 3, 2015 Aug. 5, 2015 155 days 10% Nifty 50: 11% 17528 15723 17626
Aug. 19, 2015 July 28, 2016 344 days 20% Nifty 50: 18% 17753 14132 17830
Oct. 5, 2016 March 18, 2017 164 days 16% Nifty 50: 9% 18868 15766 18902
May 16, 2017 June 3, 2017 18 days 6% Nifty 50: 2% 20528 19396 20574
Sept. 19, 2017 Oct. 10, 2017 21 days 6% Nifty 50: 4% 23728 22247 23830
Jan. 15, 2018 Feb. 6, 2020 752 days 25% Nifty 50: 7% 27387 20468 27489
Feb. 20, 2020 Aug. 22, 2020 184 days 32% Nifty 50: 37% 28115 19204 28345
Sept. 16, 2020 Oct. 10, 2020 24 days 7% Nifty 50: 7% 29315 27268 29370
Jan. 11, 2021 Feb. 4, 2021 24 days 7% Nifty 50: 6% 35923 33426 36038
March 10, 2021 April 8, 2021 29 days 6% Nifty 50: 6% 38119 35970 38200
Oct. 18, 2021 June 6, 2023 596 days 22% Nifty 50: 16% 50919 39779 51051
Sept. 11, 2023 Nov. 11, 2023 61 days 7% Nifty 50: 6% 58902 54643 59319
March 5, 2024 April 1, 2024 27 days 5% Nifty 50: 2% 73723 69932 74430
July 15, 2024 Dec. 11, 2024 149 days 9% Nifty 50: 5% 87140 79302 87472
Dec. 11, 2024 Oct. 30, 2026 688 days 24% Nifty 50: 10% 87472 66583 78574