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MF_118617

Edelweiss Large Cap Fund - Direct Plan-Growth option

Equity Scheme - Large Cap Fund

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End Amount
₹57,408.31
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.48%
MF_118617 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.23%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.96
Volatility vs Benchmark
Sharpe Ratio
0.53
Risk-Adjusted Return
Sortino Ratio
0.77
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 57% 12% 12%
60 days 58% 8% 7%
90 days 61% 7% 5%
180 days 60% 5% 3%
1Yr 59% 4% 2%
3Yr 81% 2% 1%
5Yr 87% 1% 0%
7Yr 90% 1% 0%
10Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Edelweiss Large Cap Fund - Direct Plan-Growth option Nifty 50
30 days 11.8% | -64.7% | 19.2% | 179.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -24.0% | -48.5% | 19.8% | 119.4% -23.0% | -45.3% | 16.8% | 120.0%
90 days -20.6% | -38.6% | 18.9% | 99.0% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.8% | -11.6% | 13.6% | 54.8% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 10.4% | 4.0% | 15.0% | 24.7% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.1% | 5.2% | 15.0% | 23.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 13.3% | 10.2% | 14.4% | 17.3% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.9% | 12.6% | 14.7% | 16.7% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 8, 2013 May 1, 2013 113 days 8% Nifty 50: 8% 10000 9163 10086
May 30, 2013 Oct. 18, 2013 141 days 13% Nifty 50: 13% 10483 9089 10483
Dec. 27, 2013 March 22, 2014 85 days 6% Nifty 50: 5% 10941 10275 10960
Dec. 4, 2014 Jan. 15, 2015 42 days 6% Nifty 50: 6% 15318 14407 15458
April 13, 2015 July 28, 2016 472 days 19% Nifty 50: 20% 16736 13484 16870
Sept. 8, 2016 March 16, 2017 189 days 14% Nifty 50: 12% 17512 14982 17531
Jan. 24, 2018 June 12, 2018 139 days 9% Nifty 50: 9% 21846 19853 21919
Aug. 28, 2018 Oct. 30, 2019 428 days 17% Nifty 50: 14% 23802 19823 23808
Feb. 13, 2020 Nov. 5, 2020 266 days 35% Nifty 50: 37% 25061 16253 25269
Jan. 14, 2021 Feb. 3, 2021 20 days 7% Nifty 50: 7% 30196 28166 30428
Feb. 15, 2021 May 28, 2021 102 days 7% Nifty 50: 6% 31559 29499 31626
Oct. 18, 2021 Nov. 5, 2022 383 days 17% Nifty 50: 16% 38142 31559 38221
Dec. 1, 2022 May 10, 2023 160 days 7% Nifty 50: 10% 39370 36583 39401
Sept. 15, 2023 Nov. 22, 2023 68 days 5% Nifty 50: 7% 44480 42084 44523
Sept. 27, 2024 Oct. 30, 2026 763 days 17% Nifty 50: 15% 62145 51522 57408