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MF_139781

Mahindra Manulife ELSS Tax Saver Fund - Direct Plan -Growth

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹30,892.42
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.90%
MF_139781 Return
Benchmark CAGR
11.59%
Nifty 50
Inflation Adj. CAGR
6.79%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.93
Volatility vs Benchmark
Sharpe Ratio
0.43
Risk-Adjusted Return
Sortino Ratio
0.61
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 51% 16% 17%
60 days 51% 11% 12%
90 days 50% 9% 10%
180 days 52% 7% 7%
1Yr 56% 5% 5%
3Yr 76% 3% 5%
5Yr 69% 3% 2%
7Yr 78% 2% 0%
10Yr 100% 0% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mahindra Manulife ELSS Tax Saver Fund - Direct Plan -Growth Nifty 50
30 days -3.2% | -63.7% | 17.9% | 185.9% 26.6% | -62.5% | 15.0% | 180.9%
60 days -33.0% | -49.1% | 16.1% | 123.8% -23.0% | -48.8% | 17.6% | 124.6%
90 days -29.0% | -42.5% | 14.5% | 110.0% -25.0% | -41.8% | 16.8% | 111.2%
1 Year -9.8% | -13.6% | 8.5% | 69.5% -10.0% | -15.2% | 11.6% | 59.1%
3 Years 8.2% | -3.3% | 16.6% | 29.5% 7.7% | 1.3% | 14.6% | 25.6%
5 Years 8.0% | 9.2% | 16.0% | 25.8% 6.4% | 7.2% | 14.9% | 22.6%
7 Years 13.6% | 13.2% | 15.1% | 17.0% 11.2% | 11.4% | 14.2% | 16.2%
10 Years 11.9% | 11.7% | 11.8% | 12.0% 11.7% | 11.4% | 11.5% | 11.6%
Periods of Negative Return (Drawdowns) 10 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 9, 2018 Nov. 11, 2020 1037 days 36% Nifty 50: 26% 13064 8375 13148
Jan. 12, 2021 Feb. 2, 2021 21 days 6% Nifty 50: 6% 15441 14570 15526
March 10, 2021 May 18, 2021 69 days 5% Nifty 50: 6% 16728 15840 16931
Oct. 18, 2021 Jan. 11, 2022 85 days 8% Nifty 50: 10% 21527 19728 21567
Jan. 17, 2022 Sept. 13, 2022 239 days 18% Nifty 50: 16% 21878 18021 21894
Sept. 13, 2022 Nov. 24, 2022 72 days 7% Nifty 50: 7% 21894 20417 21988
Dec. 1, 2022 May 20, 2023 170 days 8% Nifty 50: 10% 22330 20534 22352
Sept. 11, 2023 Nov. 30, 2023 80 days 6% Nifty 50: 6% 25787 24112 25832
Sept. 26, 2024 Oct. 18, 2025 387 days 16% Nifty 50: 15% 34218 28619 34267
Jan. 2, 2026 Oct. 30, 2026 301 days 15% Nifty 50: 15% 34876 29742 30892