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MF_135781

Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹53,819.54
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.79%
MF_135781 Return
Benchmark CAGR
11.70%
Nifty 50
Inflation Adj. CAGR
11.58%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
1.00
Volatility vs Benchmark
Sharpe Ratio
0.67
Risk-Adjusted Return
Sortino Ratio
0.99
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 62% 21% 12%
60 days 70% 13% 9%
90 days 70% 12% 6%
180 days 74% 10% 4%
1Yr 77% 8% 2%
3Yr 100% 4% 0%
5Yr 100% 5% 0%
7Yr 100% 4% 0%
10Yr 100% 5% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Nifty 50
30 days -11.8% | -63.6% | 26.2% | 192.1% 26.6% | -61.9% | 15.9% | 179.6%
60 days -37.6% | -50.6% | 25.0% | 135.3% -23.0% | -48.1% | 18.0% | 122.2%
90 days -29.3% | -42.8% | 21.7% | 118.5% -25.0% | -41.1% | 17.2% | 108.3%
1 Year -6.8% | -8.9% | 15.0% | 71.9% -10.0% | -14.4% | 12.6% | 58.0%
3 Years 11.9% | 4.2% | 18.8% | 29.5% 7.7% | 1.8% | 14.6% | 25.4%
5 Years 9.2% | 11.3% | 20.1% | 26.5% 6.4% | 7.8% | 15.1% | 22.5%
7 Years 15.6% | 15.9% | 18.7% | 20.8% 11.2% | 11.5% | 14.1% | 16.1%
10 Years 15.6% | 15.6% | 18.2% | 20.5% 11.7% | 11.4% | 12.7% | 15.2%
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. 1, 2016 April 21, 2016 111 days 13% Nifty 50: 12% 10047 8746 10098
Oct. 25, 2016 Feb. 2, 2017 100 days 11% Nifty 50: 9% 12707 11308 12771
Aug. 7, 2017 Sept. 9, 2017 33 days 5% Nifty 50: 3% 15866 15034 15964
Sept. 19, 2017 Oct. 17, 2017 28 days 5% Nifty 50: 4% 16259 15374 16298
Jan. 23, 2018 Aug. 25, 2018 214 days 13% Nifty 50: 9% 18121 15847 18239
Aug. 28, 2018 March 29, 2019 213 days 13% Nifty 50: 14% 18273 15904 18338
April 16, 2019 May 24, 2019 38 days 6% Nifty 50: 5% 18631 17423 18693
June 3, 2019 Oct. 26, 2019 145 days 9% Nifty 50: 11% 19126 17444 19256
Jan. 16, 2020 Oct. 6, 2020 264 days 38% Nifty 50: 38% 20705 12876 20734
March 3, 2021 May 8, 2021 66 days 6% Nifty 50: 6% 28207 26625 28245
Oct. 18, 2021 May 27, 2023 586 days 18% Nifty 50: 16% 35775 29360 35821
Sept. 15, 2023 Nov. 30, 2023 76 days 7% Nifty 50: 7% 40852 38057 41015
Sept. 26, 2024 Sept. 17, 2025 356 days 17% Nifty 50: 15% 56285 46652 56323
Jan. 2, 2026 Aug. 1, 2026 211 days 15% Nifty 50: 15% 58253 49482 58622
Aug. 3, 2026 Oct. 30, 2026 88 days 10% Nifty 50: 10% 58622 52724 53820