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MF_151078

HSBC ELSS Tax saver Fund - Direct Growth

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹16,859.33
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.24%
MF_151078 Return
Benchmark CAGR
6.88%
Nifty 50
Inflation Adj. CAGR
9.74%
Real Annualized Return
Alpha
0.09
Excess Return vs Benchmark
Beta
1.01
Volatility vs Benchmark
Sharpe Ratio
0.61
Risk-Adjusted Return
Sortino Ratio
0.94
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 64% 33% 19%
60 days 73% 20% 12%
90 days 77% 17% 11%
180 days 75% 16% 7%
1Yr 79% 11% 3%
3Yr 100% 8% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HSBC ELSS Tax saver Fund - Direct Growth Nifty 50
30 days -30.3% | -65.3% | 21.5% | 200.6% 26.6% | -53.6% | 9.3% | 145.1%
60 days -41.2% | -49.0% | 20.7% | 117.1% -23.0% | -41.1% | 8.1% | 87.5%
90 days -24.1% | -39.2% | 18.8% | 96.1% -25.0% | -31.1% | 10.9% | 59.6%
1 Year -3.3% | -2.7% | 11.2% | 50.7% -10.0% | -8.4% | 9.5% | 31.1%
3 Years 15.2% | 14.8% | 18.2% | 21.3% 7.7% | 6.0% | 10.3% | 14.8%
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) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 1, 2022 May 9, 2023 159 days 8% Nifty 50: 10% 10111 9337 10118
Sept. 11, 2023 Nov. 16, 2023 66 days 7% Nifty 50: 6% 11647 10841 11648
March 4, 2024 April 1, 2024 28 days 6% Nifty 50: 3% 13583 12793 13685
July 31, 2024 Aug. 20, 2024 20 days 6% Nifty 50: 4% 16608 15684 16653
Sept. 24, 2024 Dec. 11, 2024 78 days 9% Nifty 50: 10% 17540 15978 17577
Dec. 16, 2024 June 18, 2026 549 days 19% Nifty 50: 10% 17599 14219 17658
Aug. 31, 2026 Oct. 30, 2026 60 days 10% Nifty 50: 8% 18397 16478 16859