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MF_133386

Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option

Equity Scheme - ELSS

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End Amount
₹60,863.78
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.57%
MF_133386 Return
Benchmark CAGR
9.89%
Nifty 50
Inflation Adj. CAGR
11.35%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
0.96
Volatility vs Benchmark
Sharpe Ratio
0.62
Risk-Adjusted Return
Sortino Ratio
0.91
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% 42% 26%
60 days 64% 27% 18%
90 days 66% 23% 17%
180 days 66% 18% 12%
1Yr 67% 13% 7%
3Yr 72% 7% 3%
5Yr 75% 5% 2%
7Yr 100% 3% 0%
10Yr 100% 5% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option Nifty 50
30 days -43.9% | -73.6% | 25.6% | 248.8% 26.6% | -62.3% | 13.2% | 174.4%
60 days -45.4% | -64.3% | 23.5% | 148.9% -23.0% | -47.5% | 15.6% | 119.5%
90 days -14.6% | -57.6% | 19.9% | 119.8% -25.0% | -40.2% | 13.9% | 105.1%
1 Year 0.9% | -11.5% | 13.8% | 66.4% -10.0% | -16.0% | 11.6% | 57.5%
3 Years 19.6% | -0.9% | 19.5% | 30.2% 7.7% | 2.1% | 14.1% | 24.9%
5 Years 15.4% | 7.9% | 17.4% | 29.0% 6.4% | 3.6% | 14.5% | 22.2%
7 Years 17.7% | 13.1% | 17.2% | 20.8% 11.2% | 11.0% | 13.9% | 16.0%
10 Years 16.0% | 16.0% | 18.0% | 19.0% 11.7% | 11.2% | 12.9% | 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
April 9, 2015 July 2, 2015 84 days 10% Nifty 50: 9% 11050 9933 11087
Aug. 10, 2015 June 30, 2016 325 days 17% Nifty 50: 18% 11783 9724 11800
Oct. 24, 2016 Feb. 1, 2017 100 days 12% Nifty 50: 9% 13912 12239 14081
Sept. 12, 2017 Dec. 8, 2017 87 days 5% Nifty 50: 4% 17987 16999 18111
Jan. 29, 2018 July 27, 2018 179 days 6% Nifty 50: 10% 19135 18006 19177
July 27, 2018 Oct. 23, 2019 453 days 17% Nifty 50: 11% 19177 15834 19278
Feb. 7, 2020 Dec. 5, 2020 302 days 38% Nifty 50: 37% 20761 12929 20819
Jan. 12, 2021 Feb. 2, 2021 21 days 5% Nifty 50: 6% 22952 21779 23163
Feb. 16, 2021 May 21, 2021 94 days 6% Nifty 50: 6% 24540 23116 24729
Nov. 15, 2021 Jan. 12, 2022 58 days 9% Nifty 50: 8% 30596 27834 30746
Jan. 17, 2022 Dec. 1, 2022 318 days 22% Nifty 50: 16% 30818 24143 30909
Dec. 14, 2022 May 11, 2023 148 days 8% Nifty 50: 9% 31180 28737 31267
Feb. 23, 2024 March 28, 2024 34 days 7% Nifty 50: 2% 45882 42535 46147
Sept. 23, 2024 Oct. 15, 2024 22 days 7% Nifty 50: 4% 62876 58476 63332
Oct. 15, 2024 Dec. 3, 2024 49 days 11% Nifty 50: 7% 63332 56068 63550
Dec. 16, 2024 Aug. 6, 2026 598 days 28% Nifty 50: 10% 64275 46465 64445
Sept. 8, 2026 Oct. 30, 2026 52 days 13% Nifty 50: 6% 67286 58647 60864