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MF_119773

Kotak ELSS Tax Saver Fund-Growth - Direct

Equity Scheme - ELSS

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End Amount
₹64,872.96
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.47%
MF_119773 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
9.18%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.56
Risk-Adjusted Return
Sortino Ratio
0.82
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% 23% 18%
60 days 59% 16% 12%
90 days 61% 13% 10%
180 days 66% 10% 7%
1Yr 75% 7% 5%
3Yr 83% 5% 1%
5Yr 98% 3% 0%
7Yr 100% 3% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Kotak ELSS Tax Saver Fund-Growth - Direct Nifty 50
30 days -16.6% | -65.3% | 22.3% | 199.3% 26.6% | -61.9% | 14.2% | 180.7%
60 days -31.0% | -50.3% | 22.4% | 125.5% -23.0% | -45.3% | 16.7% | 120.0%
90 days -22.7% | -44.6% | 19.2% | 107.7% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.3% | -12.3% | 13.3% | 64.9% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.8% | 2.3% | 17.1% | 28.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.6% | 6.4% | 16.9% | 25.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.1% | 11.6% | 16.4% | 18.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.6% | 13.7% | 16.2% | 19.7% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 19 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 May 9, 2014 479 days 24% Nifty 50: 12% 10258 7779 10284
July 7, 2014 Aug. 15, 2014 39 days 5% Nifty 50: 4% 12193 11549 12396
Dec. 4, 2014 Jan. 10, 2015 37 days 6% Nifty 50: 6% 15050 14075 15091
Jan. 29, 2015 Feb. 28, 2015 30 days 6% Nifty 50: 5% 16219 15242 16428
March 3, 2015 Aug. 4, 2015 154 days 11% Nifty 50: 11% 16467 14707 16468
Aug. 7, 2015 July 14, 2016 342 days 20% Nifty 50: 18% 16558 13174 16608
Oct. 25, 2016 Feb. 2, 2017 100 days 12% Nifty 50: 9% 18161 16004 18178
Sept. 19, 2017 Oct. 25, 2017 36 days 6% Nifty 50: 4% 21586 20383 21629
Jan. 23, 2018 Aug. 22, 2018 211 days 10% Nifty 50: 9% 22917 20544 22953
Aug. 28, 2018 March 29, 2019 213 days 14% Nifty 50: 14% 23223 19865 23242
June 3, 2019 Nov. 20, 2019 170 days 11% Nifty 50: 11% 24509 21870 24574
Feb. 7, 2020 Nov. 11, 2020 278 days 36% Nifty 50: 37% 26310 16726 26413
March 3, 2021 May 18, 2021 76 days 5% Nifty 50: 6% 32793 31018 33125
Nov. 15, 2021 Jan. 12, 2022 58 days 8% Nifty 50: 8% 40772 37372 41197
Jan. 17, 2022 Sept. 9, 2022 235 days 17% Nifty 50: 16% 41743 34510 41763
Sept. 13, 2022 Nov. 1, 2022 49 days 7% Nifty 50: 7% 42357 39563 42417
Dec. 14, 2022 May 26, 2023 163 days 8% Nifty 50: 9% 43771 40374 43961
Sept. 11, 2023 Nov. 29, 2023 79 days 5% Nifty 50: 6% 49761 47241 49899
Sept. 27, 2024 Oct. 30, 2026 763 days 20% Nifty 50: 15% 70297 56540 64873