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MF_119544

Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan

Equity Scheme - ELSS

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End Amount
₹54,102.99
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.98%
MF_119544 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.75%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.90
Volatility vs Benchmark
Sharpe Ratio
0.51
Risk-Adjusted Return
Sortino Ratio
0.76
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 53% 23% 21%
60 days 51% 16% 14%
90 days 52% 14% 11%
180 days 55% 11% 9%
1Yr 60% 8% 7%
3Yr 47% 6% 4%
5Yr 35% 5% 4%
7Yr 29% 4% 3%
10Yr 50% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan Nifty 50
30 days -10.1% | -64.9% | 21.3% | 184.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -35.4% | -48.0% | 19.6% | 113.5% -23.0% | -45.3% | 16.7% | 120.0%
90 days -30.0% | -37.2% | 17.6% | 99.9% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -7.5% | -10.2% | 11.4% | 62.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.8% | 2.8% | 13.4% | 27.7% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.0% | 5.3% | 12.2% | 24.4% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 9.7% | 8.9% | 11.6% | 18.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 9.9% | 10.0% | 13.0% | 16.2% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 16 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 4, 2013 Oct. 29, 2013 298 days 14% Nifty 50: 11% 10025 8605 10066
Dec. 31, 2013 March 6, 2014 65 days 6% Nifty 50: 5% 10872 10233 10972
Dec. 5, 2014 Dec. 31, 2014 26 days 6% Nifty 50: 6% 16910 15955 16919
March 5, 2015 April 9, 2015 35 days 5% Nifty 50: 7% 18920 17949 18978
April 13, 2015 Aug. 5, 2015 114 days 10% Nifty 50: 10% 19269 17276 19327
Aug. 6, 2015 July 2, 2016 331 days 17% Nifty 50: 19% 19419 16171 19427
Oct. 21, 2016 March 15, 2017 145 days 13% Nifty 50: 9% 21229 18497 21287
Jan. 8, 2018 April 28, 2018 110 days 8% Nifty 50: 6% 28231 26038 28264
Sept. 3, 2018 Feb. 5, 2020 520 days 16% Nifty 50: 13% 29419 24626 29427
Feb. 13, 2020 Nov. 11, 2020 272 days 35% Nifty 50: 37% 29917 19410 29917
March 10, 2021 June 5, 2021 87 days 7% Nifty 50: 6% 35889 33314 35997
Nov. 15, 2021 July 6, 2023 598 days 18% Nifty 50: 15% 39718 32525 39776
Sept. 15, 2023 Nov. 30, 2023 76 days 7% Nifty 50: 7% 42234 39402 42251
Sept. 26, 2024 Oct. 18, 2025 387 days 18% Nifty 50: 15% 58023 47425 58223
Jan. 2, 2026 Aug. 1, 2026 211 days 14% Nifty 50: 15% 58762 50640 59086
Aug. 3, 2026 Oct. 30, 2026 88 days 10% Nifty 50: 10% 59086 52965 54103