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MF_145819

Shriram ELSS Tax Saver Fund - Direct Growth

Equity Scheme - ELSS

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End Amount
₹22,457.38
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.01%
MF_145819 Return
Benchmark CAGR
11.48%
Nifty 50
Inflation Adj. CAGR
5.68%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.85
Volatility vs Benchmark
Sharpe Ratio
0.37
Risk-Adjusted Return
Sortino Ratio
0.52
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 50% 18% 23%
60 days 48% 12% 15%
90 days 47% 11% 12%
180 days 49% 9% 9%
1Yr 43% 7% 7%
3Yr 37% 2% 2%
5Yr 39% 1% 2%
7Yr 19% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Shriram ELSS Tax Saver Fund - Direct Growth Nifty 50
30 days -3.9% | -69.1% | 18.6% | 178.7% 26.6% | -62.4% | 14.2% | 205.2%
60 days -31.2% | -60.0% | 14.9% | 117.7% -23.0% | -51.0% | 15.5% | 139.7%
90 days -28.0% | -52.8% | 14.7% | 94.6% -25.0% | -62.4% | 14.9% | 119.4%
1 Year -7.5% | -11.3% | 10.2% | 45.9% -10.0% | -18.8% | 10.1% | 61.0%
3 Years 7.0% | 7.1% | 15.0% | 21.2% 7.7% | 7.1% | 15.2% | 26.8%
5 Years 5.8% | 6.0% | 15.8% | 20.8% 6.4% | 6.2% | 16.0% | 23.5%
7 Years 10.3% | 10.4% | 12.1% | 13.5% 11.2% | 11.2% | 12.3% | 14.6%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 12 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
April 16, 2019 June 1, 2019 46 days 6% Nifty 50: 5% 10707 10048 10787
June 3, 2019 Sept. 21, 2019 110 days 8% Nifty 50: 11% 10787 9971 10982
Feb. 12, 2020 Aug. 26, 2020 196 days 30% Nifty 50: 37% 11731 8237 11732
Aug. 28, 2020 Oct. 9, 2020 42 days 7% Nifty 50: 7% 11752 10913 11786
Jan. 14, 2021 Feb. 4, 2021 21 days 7% Nifty 50: 7% 13928 12971 13939
Feb. 15, 2021 May 29, 2021 103 days 6% Nifty 50: 6% 14212 13357 14226
Oct. 18, 2021 Nov. 30, 2022 408 days 17% Nifty 50: 16% 17363 14333 17438
Dec. 1, 2022 June 16, 2023 197 days 10% Nifty 50: 10% 17541 15717 17637
Sept. 11, 2023 Nov. 11, 2023 61 days 6% Nifty 50: 6% 19220 18104 19287
Feb. 23, 2024 April 24, 2024 61 days 6% Nifty 50: 2% 23189 21899 23297
July 15, 2024 Sept. 21, 2024 68 days 6% Nifty 50: 2% 26786 25088 26904
Oct. 15, 2024 Oct. 30, 2026 745 days 24% Nifty 50: 12% 27012 20664 22457