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MF_118632

Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option

Equity Scheme - Large Cap Fund

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End Amount
₹65,346.44
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.53%
MF_118632 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
9.23%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
1.06
Volatility vs Benchmark
Sharpe Ratio
0.54
Risk-Adjusted Return
Sortino Ratio
0.81
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 59% 23% 16%
60 days 64% 15% 11%
90 days 65% 12% 9%
180 days 70% 10% 7%
1Yr 68% 8% 4%
3Yr 72% 6% 3%
5Yr 66% 4% 1%
7Yr 94% 2% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option Nifty 50
30 days 5.5% | -64.9% | 19.3% | 217.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -28.5% | -48.5% | 20.0% | 141.8% -23.0% | -45.3% | 16.7% | 120.0%
90 days -26.6% | -41.9% | 18.9% | 126.9% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -8.7% | -18.7% | 13.2% | 67.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 11.1% | -0.6% | 16.6% | 30.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 11.5% | 3.7% | 15.9% | 27.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 14.5% | 10.3% | 15.2% | 17.9% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.8% | 13.5% | 15.9% | 18.8% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 17 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 Dec. 20, 2013 333 days 18% Nifty 50: 12% 10158 8314 10193
July 7, 2014 Aug. 21, 2014 45 days 6% Nifty 50: 4% 14006 13214 14056
Dec. 4, 2014 Jan. 17, 2015 44 days 7% Nifty 50: 6% 16553 15351 16679
March 3, 2015 Aug. 19, 2016 535 days 22% Nifty 50: 22% 17611 13750 17681
Sept. 7, 2016 Feb. 4, 2017 150 days 11% Nifty 50: 11% 18460 16342 18471
Jan. 24, 2018 Aug. 25, 2018 213 days 12% Nifty 50: 9% 24789 21731 24901
Aug. 31, 2018 March 19, 2019 200 days 14% Nifty 50: 14% 25187 21769 25204
April 16, 2019 May 24, 2019 38 days 7% Nifty 50: 5% 25806 24080 26148
May 27, 2019 Dec. 12, 2020 565 days 40% Nifty 50: 35% 26595 15968 26767
Jan. 14, 2021 Feb. 2, 2021 19 days 7% Nifty 50: 7% 29086 27168 29163
March 3, 2021 May 26, 2021 84 days 9% Nifty 50: 6% 31304 28570 31368
Oct. 18, 2021 Aug. 6, 2022 292 days 14% Nifty 50: 16% 38816 33226 38865
Sept. 13, 2022 Oct. 29, 2022 46 days 6% Nifty 50: 7% 40837 38308 40889
Dec. 14, 2022 May 4, 2023 141 days 7% Nifty 50: 9% 42332 39212 42656
Sept. 11, 2023 Nov. 29, 2023 79 days 6% Nifty 50: 6% 50165 47096 50165
Sept. 27, 2024 Aug. 21, 2025 328 days 15% Nifty 50: 15% 69884 59144 69899
Jan. 2, 2026 Oct. 30, 2026 301 days 14% Nifty 50: 15% 72212 62228 65346