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MF_147481

Parag Parikh ELSS Tax Saver Fund- Direct Growth

Equity Scheme - ELSS

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End Amount
₹30,812.85
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.75%
MF_147481 Return
Benchmark CAGR
11.61%
Nifty 50
Inflation Adj. CAGR
11.25%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
0.76
Volatility vs Benchmark
Sharpe Ratio
0.75
Risk-Adjusted Return
Sortino Ratio
1.11
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 56% 22% 30%
60 days 59% 15% 16%
90 days 64% 12% 12%
180 days 73% 9% 6%
1Yr 80% 7% 4%
3Yr 100% 6% 0%
5Yr 100% 6% 0%
7Yr 100% 5% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Parag Parikh ELSS Tax Saver Fund- Direct Growth Nifty 50
30 days 7.9% | -54.2% | 17.6% | 170.4% 26.6% | -63.0% | 14.4% | 207.8%
60 days -17.6% | -44.0% | 20.0% | 143.9% -23.0% | -51.7% | 15.9% | 140.9%
90 days -22.6% | -50.2% | 17.8% | 128.7% -25.0% | -64.9% | 16.6% | 121.4%
1 Year -11.3% | -9.2% | 18.3% | 67.4% -10.0% | -5.4% | 11.1% | 62.0%
3 Years 8.6% | 8.4% | 22.2% | 33.7% 7.7% | 7.0% | 15.3% | 27.0%
5 Years 10.0% | 9.8% | 23.1% | 29.8% 6.4% | 6.1% | 16.1% | 23.7%
7 Years 16.1% | 16.2% | 17.3% | 18.6% 11.2% | 11.1% | 12.8% | 13.8%
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
Feb. 13, 2020 July 21, 2020 159 days 30% Nifty 50: 37% 11180 7877 11202
Oct. 18, 2021 Aug. 17, 2022 303 days 12% Nifty 50: 16% 20001 17593 20011
Sept. 14, 2022 Oct. 22, 2022 38 days 5% Nifty 50: 7% 20790 19660 20818
Dec. 1, 2022 April 28, 2023 148 days 5% Nifty 50: 10% 21408 20291 21522
Sept. 26, 2024 June 6, 2025 253 days 11% Nifty 50: 15% 34061 30343 34184
Oct. 23, 2025 Oct. 30, 2026 372 days 15% Nifty 50: 14% 35172 29986 30813