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Past Returns Performance
- Trailing
- Rolling
| Period | This Fund | Category Avg |
|---|---|---|
| 1y | 2.35% | 6.87% |
| 3y | 24.23% | 21.88% |
| 5y | 16.8% | 12.07% |
| 7y | -- | 13.6% |
| 10y | -- | 16.13% |
| 15y | -- | 11.78% |
| Since Inception | 20.23% | 13.49% |
| 1y | 7.09% | 12.85% |
| 3y | 24.76% | 25.23% |
| 5y | 20.27% | 17.6% |
| 7y | -- | 15.5% |
| 10y | -- | 15.39% |
| 15y | -- | 14.42% |
| Since Inception | 20.04% | 13.99% |
Trailing returns show point-to-point returns over different time periods. When compared to other assets or products, trailing returns indicate how well this fund has compounded in comparison.
| Period | Fund Median | Category Avg Median |
|---|---|---|
| Any 1y | 17.9% | 11.2% |
| Any 2y | 21.8% | 12.2% |
| Any 3y | 19.2% | 11.2% |
| Any 4y | 18.5% | 11.7% |
| Any 5y | 22.3% | 13.5% |
| Any 6y | 21.6% | 13.0% |
| Any 1y | 18.4% | 12.7% |
| Any 2y | 16.9% | 12.8% |
| Any 3y | 17.0% | 14.8% |
| Any 4y | 21.9% | 13.5% |
| Any 5y | 22.2% | 12.6% |
| Any 6y | 20.5% | 13.8% |
Rolling returns is the best measure of consistency & likelihood of returns. For example, if you see 15% rolling returns for 3yrs, it means that if you pick any 3-year period across the fund's life, the fund is likely to give 15%.
Periodic returns
- Annual
- Monthly
- Quaterly
Compare Performance with ELSS Funds
as on Sep 12, 2022| Fund name | Annual Returns % | Expense ratio | ETM Rank | AUM |
|---|---|---|---|---|
| Quant Tax Plan | 23.64% | 0.57% | #1 | ₹1,787 Crs |
| Canara Robeco Equity Tax Saver Fund | 17.09% | 0.6% | #3 | ₹4,198 Crs |
| Mirae Asset Tax Saver Fund | 16.32% | 0.56% | #7 | ₹13,148 Crs |
| IDFC Tax Advantage (ELSS) Fund | 14.28% | 0.75% | #4 | ₹3,851 Crs |
| Kotak Tax Saver Fund | 14.19% | 0.71% | #5 | ₹2,936 Crs |
| PGIM India ELSS Tax Saver Fund | 13.96% | 1.03% | #10 | ₹416 Crs |
Best performing quarters
Worst performing quarters
Risk Ratios
| Performance Ratio | This Fund | Category Avg |
|---|---|---|
| Standard Deviation | 22.57 | 22.38 |
| Alpha | 2.15 | 2.18 |
| Beta | 0.99 | 0.95 |
| Sharpe | 0.91 | 0.86 |
| Sortino | 0.98 | 0.91 |