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MF_120270

LIC MF ELSS Tax Saver Fund-Direct Plan-Growth

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹53,522.32
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.89%
MF_120270 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.67%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.93
Volatility vs Benchmark
Sharpe Ratio
0.49
Risk-Adjusted Return
Sortino Ratio
0.70
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% 22% 22%
60 days 54% 15% 13%
90 days 55% 13% 11%
180 days 53% 10% 6%
1Yr 59% 6% 4%
3Yr 60% 3% 2%
5Yr 55% 2% 1%
7Yr 59% 1% 1%
10Yr 89% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period LIC MF ELSS Tax Saver Fund-Direct Plan-Growth Nifty 50
30 days -25.5% | -64.1% | 18.9% | 172.9% 26.6% | -61.9% | 14.2% | 180.7%
60 days -33.4% | -48.8% | 19.0% | 115.8% -23.0% | -45.3% | 16.7% | 120.0%
90 days -27.9% | -39.9% | 15.8% | 93.4% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -9.4% | -14.7% | 13.2% | 56.9% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 9.1% | 2.1% | 14.8% | 23.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.6% | 4.0% | 14.4% | 22.6% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 11.4% | 9.9% | 13.7% | 16.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.6% | 11.6% | 14.0% | 16.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 17 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 Oct. 18, 2013 270 days 13% Nifty 50: 12% 10220 8870 10269
Jan. 23, 2014 March 4, 2014 40 days 5% Nifty 50: 5% 10868 10318 10925
Sept. 12, 2014 Oct. 31, 2014 49 days 6% Nifty 50: 4% 15064 14116 15236
Dec. 4, 2014 Jan. 2, 2015 29 days 6% Nifty 50: 6% 16362 15334 16551
March 3, 2015 Sept. 3, 2016 550 days 25% Nifty 50: 22% 17976 13524 17996
Oct. 5, 2016 March 15, 2017 161 days 13% Nifty 50: 9% 18182 15906 18255
Sept. 18, 2017 Oct. 14, 2017 26 days 5% Nifty 50: 4% 21054 19902 21058
Jan. 23, 2018 April 28, 2018 95 days 8% Nifty 50: 9% 23318 21347 23434
April 30, 2018 Aug. 18, 2018 110 days 7% Nifty 50: 3% 23434 21805 23521
Aug. 28, 2018 July 4, 2019 310 days 15% Nifty 50: 14% 24139 20550 24146
July 4, 2019 Sept. 21, 2019 79 days 7% Nifty 50: 10% 24146 22344 24759
Feb. 12, 2020 Dec. 4, 2020 296 days 36% Nifty 50: 37% 26976 17348 27090
Jan. 12, 2021 Feb. 6, 2021 25 days 7% Nifty 50: 6% 29636 27471 29770
Feb. 15, 2021 May 21, 2021 95 days 6% Nifty 50: 6% 30344 28601 30634
Oct. 18, 2021 May 25, 2023 584 days 18% Nifty 50: 16% 38331 31395 38433
Sept. 11, 2023 Nov. 16, 2023 66 days 6% Nifty 50: 6% 43097 40636 43153
Sept. 26, 2024 Oct. 30, 2026 764 days 17% Nifty 50: 15% 60134 49691 53522