Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_147541

ITI ELSS Tax Saver Fund - Direct Plan - Growth Option

Equity Scheme - ELSS

Back to Home
End Amount
₹26,150.77
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.68%
MF_147541 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
9.34%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.02
Volatility vs Benchmark
Sharpe Ratio
0.53
Risk-Adjusted Return
Sortino Ratio
0.78
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 57% 36% 24%
60 days 59% 23% 16%
90 days 60% 20% 14%
180 days 59% 16% 10%
1Yr 55% 12% 5%
3Yr 77% 7% 2%
5Yr 100% 4% 0%
7Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period ITI ELSS Tax Saver Fund - Direct Plan - Growth Option Nifty 50
30 days -56.4% | -70.6% | 24.1% | 259.5% 26.6% | -64.2% | 13.9% | 210.0%
60 days -47.7% | -61.1% | 23.4% | 153.0% -23.0% | -52.3% | 14.3% | 143.3%
90 days -34.4% | -65.7% | 24.5% | 123.4% -25.0% | -65.1% | 14.9% | 121.9%
1 Year -7.5% | -8.5% | 11.5% | 67.4% -10.0% | -5.6% | 11.9% | 62.4%
3 Years 13.6% | 12.2% | 20.7% | 27.4% 7.7% | 6.8% | 15.0% | 27.0%
5 Years 11.0% | 11.4% | 18.3% | 27.0% 6.4% | 6.0% | 15.5% | 23.9%
7 Years 14.2% | 14.3% | 14.4% | 14.6% 11.2% | 11.0% | 11.2% | 11.3%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 9 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 24, 2020 Nov. 14, 2020 295 days 38% Nifty 50: 38% 10926 6720 10956
Jan. 14, 2021 Feb. 3, 2021 20 days 6% Nifty 50: 7% 12707 11995 12808
March 4, 2021 May 8, 2021 65 days 6% Nifty 50: 5% 13613 12791 13635
Aug. 6, 2021 Sept. 2, 2021 27 days 5% Nifty 50: 0% 15052 14280 15095
Oct. 13, 2021 June 7, 2023 602 days 23% Nifty 50: 15% 16228 12525 16247
March 4, 2024 March 29, 2024 25 days 5% Nifty 50: 3% 22852 21627 23080
July 31, 2024 Aug. 22, 2024 22 days 5% Nifty 50: 4% 27345 25858 27444
Sept. 23, 2024 July 4, 2026 649 days 23% Nifty 50: 15% 28870 22343 28908
Aug. 10, 2026 Oct. 30, 2026 81 days 12% Nifty 50: 10% 29301 25859 26151