Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_132756

Tata ELSS Fund-Growth-Direct Plan

Equity Schemes - ELSS- Tax Saver Fund

Back to Home
End Amount
₹50,756.82
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.43%
MF_132756 Return
Benchmark CAGR
10.66%
Nifty 50
Inflation Adj. CAGR
9.29%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.00
Volatility vs Benchmark
Sharpe Ratio
0.54
Risk-Adjusted Return
Sortino Ratio
0.77
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 58% 23% 16%
60 days 62% 15% 10%
90 days 65% 12% 8%
180 days 71% 8% 6%
1Yr 73% 6% 4%
3Yr 81% 3% 2%
5Yr 80% 2% 1%
7Yr 100% 2% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Tata ELSS Fund-Growth-Direct Plan Nifty 50
30 days -26.6% | -67.2% | 22.9% | 197.5% 26.6% | -62.0% | 13.6% | 174.8%
60 days -42.5% | -52.2% | 22.0% | 122.1% -23.0% | -47.1% | 15.9% | 119.3%
90 days -28.4% | -41.6% | 19.0% | 99.7% -25.0% | -39.8% | 14.5% | 104.3%
1 Year -3.6% | -12.4% | 12.4% | 57.6% -10.0% | -15.8% | 11.1% | 57.3%
3 Years 11.7% | 1.3% | 16.3% | 26.1% 7.7% | 2.2% | 13.9% | 24.6%
5 Years 10.0% | 6.7% | 15.3% | 24.4% 6.4% | 3.7% | 14.2% | 21.9%
7 Years 14.1% | 13.3% | 15.4% | 17.7% 11.2% | 11.0% | 13.8% | 15.9%
10 Years 13.4% | 13.5% | 15.4% | 17.3% 11.7% | 11.2% | 12.8% | 14.9%
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
Dec. 4, 2014 Jan. 2, 2015 29 days 6% Nifty 50: 6% 11204 10492 11215
April 9, 2015 July 31, 2015 113 days 10% Nifty 50: 9% 12423 11173 12444
Aug. 19, 2015 June 2, 2016 288 days 16% Nifty 50: 18% 12765 10721 12834
Oct. 5, 2016 Feb. 21, 2017 139 days 14% Nifty 50: 9% 14673 12597 14674
July 31, 2017 Sept. 1, 2017 32 days 5% Nifty 50: 4% 17231 16353 17358
Jan. 23, 2018 May 24, 2019 486 days 18% Nifty 50: 9% 19619 16163 19723
July 4, 2019 Oct. 31, 2019 119 days 10% Nifty 50: 10% 20122 18059 20186
Feb. 13, 2020 Nov. 7, 2020 268 days 37% Nifty 50: 37% 21063 13319 21134
Feb. 15, 2021 May 29, 2021 103 days 8% Nifty 50: 6% 26699 24433 26744
Oct. 18, 2021 Jan. 12, 2022 86 days 9% Nifty 50: 10% 32168 29243 32308
Jan. 17, 2022 Sept. 8, 2022 234 days 17% Nifty 50: 16% 32515 27113 32567
Sept. 13, 2022 Nov. 1, 2022 49 days 7% Nifty 50: 7% 33058 30791 33134
Dec. 5, 2022 June 14, 2023 191 days 11% Nifty 50: 9% 34332 30666 34423
Sept. 11, 2023 Nov. 29, 2023 79 days 7% Nifty 50: 6% 38357 35819 38519
Sept. 26, 2024 Jan. 2, 2026 463 days 19% Nifty 50: 15% 53635 43708 53960
Jan. 2, 2026 July 4, 2026 183 days 13% Nifty 50: 15% 53960 46843 54077
Aug. 25, 2026 Oct. 30, 2026 66 days 11% Nifty 50: 9% 55850 49877 50757