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MF_149570

Sundaram ELSS Tax Saver Fund Direct Plan Growth

Equity Scheme - ELSS

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End Amount
₹14,446.54
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.92%
MF_149570 Return
Benchmark CAGR
6.99%
Nifty 50
Inflation Adj. CAGR
3.39%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.22
Risk-Adjusted Return
Sortino Ratio
0.33
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 52% 15% 13%
60 days 55% 9% 7%
90 days 56% 8% 6%
180 days 64% 5% 3%
1Yr 71% 3% 1%
3Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Sundaram ELSS Tax Saver Fund Direct Plan Growth Nifty 50
30 days -14.3% | -61.5% | 11.9% | 150.2% 26.6% | -59.7% | 8.7% | 163.5%
60 days -33.0% | -43.2% | 11.6% | 93.2% -23.0% | -41.6% | 7.8% | 94.7%
90 days -29.5% | -35.4% | 12.3% | 66.0% -25.0% | -32.5% | 11.5% | 61.5%
1 Year -10.8% | -6.7% | 10.0% | 36.4% -10.0% | -6.9% | 9.8% | 31.0%
3 Years 8.1% | 7.3% | 14.7% | 20.1% 7.7% | 6.2% | 12.7% | 18.2%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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. 17, 2022 Sept. 9, 2022 235 days 17% Nifty 50: 16% 10439 8700 10458
Sept. 13, 2022 Nov. 26, 2022 74 days 7% Nifty 50: 7% 10582 9871 10617
Dec. 14, 2022 June 3, 2023 171 days 10% Nifty 50: 9% 10735 9655 10743
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 12079 11300 12144
Sept. 27, 2024 Oct. 29, 2025 397 days 16% Nifty 50: 15% 16174 13603 16289
Jan. 2, 2026 Oct. 30, 2026 301 days 15% Nifty 50: 15% 16437 13922 14447