Groww ELSS Tax Saver Fund - Direct Plan - Growth
code 141808 ELSS direct plan · growth NAVs 2017-12-29 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2023-04-21, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 9.08% | 9.08% | 7.85% | 1.22% | 2026-10-09 → 2026-11-09 |
| 3M | 1.21% | 1.21% | -0.57% | 1.78% | 2026-08-07 → 2026-11-09 |
| 6M | 4.05% | 4.05% | 2.40% | 1.66% | 2026-05-08 → 2026-11-09 |
| 1Y | -1.00% | -1.00% | 0.43% | -1.43% | 2025-11-07 → 2026-11-09 |
| 3Y | 10.56% | 10.56% | 11.15% | -0.59% | 2023-11-09 → 2026-11-09 |
| 5Y | 8.53% | - | - | - | 2021-11-09 → 2026-11-09 |
| 7Y | 12.20% | - | - | - | 2019-11-08 → 2026-11-09 |
| 10Y | - | - | - | - | |
| since inception | 9.58% | 13.45% | 14.06% | -0.60% | 2017-12-29 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| fund | -6.27% | 9.46% | 11.75% | 23.63% | 4.57% | 27.49% | 20.19% | 0.70% |
| benchmark | - | - | - | - | - | - | 14.95% | 7.17% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 630 | 10.98% | 2.95% | -12.03% | 48.30% | 66% | 37% |
| 3 years | 139 | 10.75% | 11.12% | 7.16% | 14.81% | 100% | 0% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 9.11% | 7.68% |
| volatility | 15.86% | 14.53% |
| max drawdown | -20.77% | -20.77% |
| downside deviation | 11.43% | 10.22% |
| Sharpe ratio | 0.26 | 0.19 |
| Sortino ratio | 0.36 | 0.27 |
| Calmar ratio | 0.44 | - |
| alpha (annualised) | -0.06% | - |
| beta | 0.98 | - |
| R² | 0.91 | - |
| tracking error | 4.67% | - |
| information ratio | -0.03 | - |
| up / down capture | 99 / 100 | - |
| Treynor ratio | 0.04 | - |
60 months: benchmark lacks some months of the window: no relative metrics
Category: ELSS
Overall ★★☆☆☆ (3y ★★☆☆☆ · 5y ★★☆☆☆ · 10y -) · as of 2026-10 · 106 months of history
| percentile rank (1 = best) | 3 years of 36 funds | 5 years of 30 funds |
|---|---|---|
| return | 78th | 87th |
| volatility | 58th | 59th |
| Sharpe | 83rd | 87th |
| Sortino | 83rd | 87th |
| worst fall | 78th | 69th |
| risk-adjusted return (MRAR) | 83rd | 87th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.