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MF_141808

Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)- Direct Plan- Growth Option

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹20,906.37
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.70%
MF_141808 Return
Benchmark CAGR
10.60%
Nifty 50
Inflation Adj. CAGR
3.61%
Real Annualized Return
Alpha
-0.01
Excess Return vs Benchmark
Beta
0.94
Volatility vs Benchmark
Sharpe Ratio
0.23
Risk-Adjusted Return
Sortino Ratio
0.31
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 49% 15% 20%
60 days 49% 10% 14%
90 days 47% 8% 11%
180 days 41% 7% 7%
1Yr 29% 6% 4%
3Yr 50% 2% 3%
5Yr 58% 1% 2%
7Yr 1% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)- Direct Plan- Growth Option Nifty 50
30 days 9.8% | -68.1% | 14.1% | 186.8% 26.6% | -64.0% | 13.4% | 191.2%
60 days -28.3% | -57.7% | 13.4% | 122.6% -23.0% | -51.3% | 15.1% | 128.8%
90 days -22.9% | -56.0% | 12.3% | 99.4% -25.0% | -45.5% | 14.9% | 116.6%
1 Year -9.4% | -15.0% | 6.9% | 50.2% -10.0% | -17.0% | 10.2% | 60.3%
3 Years 9.1% | 6.0% | 15.3% | 22.4% 7.7% | 7.7% | 15.0% | 26.5%
5 Years 7.4% | 7.1% | 15.0% | 21.5% 6.4% | 6.5% | 15.2% | 23.0%
7 Years 11.0% | 10.1% | 12.5% | 14.6% 11.2% | 11.3% | 13.4% | 15.2%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 29, 2018 Nov. 13, 2020 1019 days 35% Nifty 50: 30% 10498 6863 10518
Jan. 12, 2021 Feb. 2, 2021 21 days 6% Nifty 50: 6% 11863 11096 11902
March 3, 2021 May 28, 2021 86 days 6% Nifty 50: 6% 12420 11693 12450
Oct. 18, 2021 Nov. 15, 2022 393 days 16% Nifty 50: 16% 14970 12600 15010
Dec. 1, 2022 June 7, 2023 188 days 10% Nifty 50: 10% 15378 13835 15418
Sept. 23, 2024 Oct. 30, 2026 767 days 21% Nifty 50: 15% 24173 19153 20906