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MF_120503

Axis ELSS Tax Saver Fund - Direct Plan - Growth Option

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹71,093.22
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.23%
MF_120503 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
9.90%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.93
Volatility vs Benchmark
Sharpe Ratio
0.61
Risk-Adjusted Return
Sortino Ratio
0.92
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% 27% 25%
60 days 59% 20% 15%
90 days 60% 16% 12%
180 days 63% 12% 8%
1Yr 64% 10% 6%
3Yr 65% 5% 4%
5Yr 49% 5% 2%
7Yr 37% 5% 1%
10Yr 77% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Nifty 50
30 days 15.7% | -66.5% | 19.9% | 207.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -28.7% | -53.4% | 20.7% | 133.8% -23.0% | -45.3% | 16.7% | 120.0%
90 days -21.5% | -41.9% | 20.9% | 114.4% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.5% | -11.4% | 14.2% | 73.8% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.7% | 6.1% | 14.3% | 30.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 5.1% | 5.9% | 14.7% | 25.6% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 10.5% | 11.1% | 13.7% | 20.9% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.7% | 11.6% | 14.2% | 18.5% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 8, 2013 May 4, 2013 116 days 8% Nifty 50: 8% 10059 9277 10083
May 17, 2013 Oct. 11, 2013 147 days 13% Nifty 50: 14% 10436 9073 10477
Sept. 12, 2014 Oct. 29, 2014 47 days 5% Nifty 50: 4% 17987 16998 18006
March 5, 2015 April 9, 2015 35 days 5% Nifty 50: 7% 22023 20890 22095
April 13, 2015 Aug. 6, 2015 115 days 10% Nifty 50: 10% 22151 20028 22212
Aug. 19, 2015 July 23, 2016 339 days 17% Nifty 50: 18% 22572 18670 22776
Sept. 8, 2016 March 15, 2017 188 days 13% Nifty 50: 12% 23547 20516 23600
Jan. 19, 2018 April 26, 2018 97 days 9% Nifty 50: 8% 30555 27874 30565
Aug. 29, 2018 June 1, 2019 276 days 17% Nifty 50: 14% 33036 27427 33421
July 4, 2019 Sept. 21, 2019 79 days 7% Nifty 50: 10% 33449 30971 34244
Feb. 12, 2020 Nov. 11, 2020 273 days 34% Nifty 50: 37% 37683 25055 37898
Jan. 11, 2021 Feb. 10, 2021 30 days 9% Nifty 50: 6% 44715 40607 44984
Feb. 15, 2021 May 26, 2021 100 days 7% Nifty 50: 6% 46189 43170 46519
Oct. 14, 2021 Dec. 16, 2023 793 days 28% Nifty 50: 16% 58212 41919 58411
Sept. 26, 2024 Oct. 30, 2026 764 days 16% Nifty 50: 15% 75662 63193 71093