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MF_120715

UTI ELSS Tax Saver Fund - Direct Plan - Growth Option

Equity Scheme - ELSS

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End Amount
₹50,549.27
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.43%
MF_120715 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.23%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.45
Risk-Adjusted Return
Sortino Ratio
0.66
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 54% 18% 17%
60 days 54% 12% 10%
90 days 56% 10% 8%
180 days 57% 7% 6%
1Yr 61% 5% 4%
3Yr 62% 3% 2%
5Yr 61% 1% 1%
7Yr 65% 1% 1%
10Yr 79% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI ELSS Tax Saver Fund - Direct Plan - Growth Option Nifty 50
30 days -5.3% | -64.2% | 19.3% | 189.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -33.1% | -49.1% | 17.6% | 128.8% -23.0% | -45.3% | 16.7% | 120.0%
90 days -29.3% | -40.3% | 15.2% | 107.0% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -9.1% | -10.2% | 11.2% | 63.0% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 8.0% | 1.5% | 14.1% | 24.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 6.0% | 4.9% | 14.4% | 22.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.5% | 9.6% | 13.8% | 16.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.3% | 11.4% | 13.8% | 16.0% 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. 21, 2013 May 15, 2013 114 days 8% Nifty 50: 10% 10059 9257 10099
May 17, 2013 Oct. 18, 2013 154 days 13% Nifty 50: 14% 10166 8828 10222
Jan. 15, 2014 March 6, 2014 50 days 5% Nifty 50: 5% 10648 10084 10688
July 7, 2014 Aug. 19, 2014 43 days 5% Nifty 50: 4% 13529 12842 13564
Dec. 4, 2014 Jan. 15, 2015 42 days 6% Nifty 50: 6% 15448 14467 15450
March 3, 2015 July 14, 2016 499 days 19% Nifty 50: 22% 16610 13446 16660
Sept. 8, 2016 Feb. 2, 2017 147 days 10% Nifty 50: 12% 17449 15751 17496
Jan. 23, 2018 Nov. 23, 2019 669 days 15% Nifty 50: 9% 22428 19082 22429
Feb. 12, 2020 Nov. 5, 2020 267 days 35% Nifty 50: 37% 23881 15509 23928
Jan. 12, 2021 Feb. 3, 2021 22 days 6% Nifty 50: 6% 29487 27665 29620
March 3, 2021 May 18, 2021 76 days 6% Nifty 50: 6% 30712 28988 30725
Nov. 12, 2021 Jan. 12, 2022 61 days 8% Nifty 50: 8% 38869 35670 39010
Jan. 17, 2022 June 29, 2023 528 days 21% Nifty 50: 16% 39309 30944 39332
Sept. 15, 2023 Nov. 21, 2023 67 days 6% Nifty 50: 7% 42245 39731 42321
Sept. 26, 2024 Oct. 30, 2026 764 days 19% Nifty 50: 15% 58035 47243 50549