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MF_153201

BAJAJ FINSERV ELSS - TAX SAVER FUND - DIRECT - GROWTH

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹11,168.26
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
6.57%
MF_153201 Return
Benchmark CAGR
0.44%
Nifty 50
Inflation Adj. CAGR
1.98%
Real Annualized Return
Alpha
0.08
Excess Return vs Benchmark
Beta
1.12
Volatility vs Benchmark
Sharpe Ratio
0.29
Risk-Adjusted Return
Sortino Ratio
0.47
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 62% 25% 15%
60 days 60% 16% 6%
90 days 66% 13% 5%
180 days 65% 12% 3%
1Yr 92% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BAJAJ FINSERV ELSS - TAX SAVER FUND - DIRECT - GROWTH Nifty 50
30 days -22.5% | -63.8% | 11.2% | 218.4% 26.6% | -67.5% | 8.6% | 123.4%
60 days -37.3% | -38.5% | 10.0% | 87.5% -23.0% | -45.5% | 4.4% | 79.3%
90 days -25.8% | -34.9% | 9.4% | 69.1% -25.0% | -41.0% | 4.8% | 58.4%
1 Year -4.4% | -3.7% | 4.6% | 15.0% -10.0% | -10.9% | -2.3% | 13.8%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 5 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
March 24, 2025 April 16, 2025 23 days 5% Nifty 50: 6% 10533 9978 10574
July 1, 2025 Oct. 18, 2025 109 days 5% Nifty 50: 4% 11469 10859 11487
Jan. 2, 2026 May 7, 2026 125 days 14% Nifty 50: 15% 11707 10125 11759
May 7, 2026 June 18, 2026 42 days 6% Nifty 50: 5% 11759 11062 11766
Aug. 6, 2026 Oct. 30, 2026 85 days 9% Nifty 50: 10% 12085 11013 11168