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MF_119723

SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH

Equity Scheme - ELSS

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End Amount
₹65,114.85
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.50%
MF_119723 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
9.21%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.57
Risk-Adjusted Return
Sortino Ratio
0.85
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% 22% 17%
60 days 60% 15% 11%
90 days 61% 13% 9%
180 days 61% 11% 6%
1Yr 65% 9% 4%
3Yr 65% 7% 4%
5Yr 55% 6% 2%
7Yr 71% 3% 1%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH Nifty 50
30 days -6.0% | -63.7% | 20.7% | 188.9% 26.6% | -61.9% | 14.2% | 180.7%
60 days -31.2% | -47.6% | 19.7% | 139.6% -23.0% | -45.3% | 16.7% | 120.0%
90 days -30.4% | -39.1% | 18.7% | 120.8% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -8.9% | -12.9% | 10.9% | 63.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 13.3% | -1.3% | 17.6% | 29.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 12.8% | 2.2% | 14.7% | 29.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 16.7% | 9.0% | 14.0% | 19.6% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.6% | 13.5% | 15.7% | 18.2% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 18 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 Oct. 29, 2013 281 days 15% Nifty 50: 12% 10066 8519 10073
Jan. 22, 2014 Feb. 27, 2014 36 days 5% Nifty 50: 5% 10796 10249 10873
July 7, 2014 Aug. 15, 2014 39 days 5% Nifty 50: 4% 14405 13629 14429
Sept. 9, 2014 Oct. 31, 2014 52 days 5% Nifty 50: 5% 15379 14578 15517
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 16291 15204 16435
March 3, 2015 July 18, 2015 137 days 10% Nifty 50: 11% 17731 15967 17742
Aug. 7, 2015 July 28, 2016 356 days 20% Nifty 50: 18% 17761 14183 17811
Sept. 8, 2016 March 11, 2017 184 days 12% Nifty 50: 12% 18638 16386 18654
Sept. 19, 2017 Oct. 17, 2017 28 days 5% Nifty 50: 4% 21203 20131 21270
Jan. 23, 2018 Nov. 14, 2020 1026 days 38% Nifty 50: 29% 23508 14528 23675
Jan. 14, 2021 Feb. 2, 2021 19 days 5% Nifty 50: 7% 27881 26403 28019
March 3, 2021 May 8, 2021 66 days 6% Nifty 50: 6% 29194 27348 29291
Nov. 12, 2021 Sept. 10, 2022 302 days 17% Nifty 50: 15% 36568 30473 36772
Sept. 13, 2022 Oct. 29, 2022 46 days 7% Nifty 50: 7% 36962 34385 37008
Dec. 14, 2022 May 6, 2023 143 days 7% Nifty 50: 9% 38692 35806 38866
Sept. 15, 2023 Nov. 14, 2023 60 days 5% Nifty 50: 7% 46842 44376 47082
Sept. 27, 2024 Jan. 2, 2026 462 days 16% Nifty 50: 15% 72724 61198 73026
Jan. 2, 2026 Oct. 30, 2026 301 days 14% Nifty 50: 15% 73026 62596 65115