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MF_118633

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

Equity Scheme - Large Cap Fund

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End Amount
₹65,162.44
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.51%
MF_118633 Return
Benchmark CAGR
11.55%
Nifty 50
Inflation Adj. CAGR
9.22%
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 - Bonus Option Nifty 50
30 days 5.5% | -64.9% | 19.4% | 217.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -28.5% | -48.5% | 20.0% | 141.8% -23.0% | -45.3% | 16.8% | 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% | 12.3% | 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% 10129 8291 10165
July 7, 2014 Aug. 21, 2014 45 days 6% Nifty 50: 4% 13966 13177 14017
Dec. 4, 2014 Jan. 17, 2015 44 days 7% Nifty 50: 6% 16506 15308 16632
March 3, 2015 Aug. 19, 2016 535 days 22% Nifty 50: 22% 17561 13711 17631
Sept. 7, 2016 Feb. 4, 2017 150 days 11% Nifty 50: 11% 18408 16296 18419
Jan. 24, 2018 Aug. 25, 2018 213 days 12% Nifty 50: 9% 24719 21670 24831
Aug. 31, 2018 March 19, 2019 200 days 14% Nifty 50: 14% 25116 21708 25133
April 16, 2019 May 24, 2019 38 days 7% Nifty 50: 5% 25734 24012 26074
May 27, 2019 Dec. 12, 2020 565 days 40% Nifty 50: 35% 26521 15923 26691
Jan. 14, 2021 Feb. 2, 2021 19 days 7% Nifty 50: 7% 29004 27092 29081
March 3, 2021 May 26, 2021 84 days 9% Nifty 50: 6% 31216 28489 31280
Oct. 18, 2021 Aug. 6, 2022 292 days 14% Nifty 50: 16% 38707 33132 38756
Sept. 13, 2022 Oct. 29, 2022 46 days 6% Nifty 50: 7% 40722 38200 40774
Dec. 14, 2022 May 4, 2023 141 days 7% Nifty 50: 9% 42213 39102 42536
Sept. 11, 2023 Nov. 29, 2023 79 days 6% Nifty 50: 6% 50023 46963 50024
Sept. 27, 2024 Aug. 21, 2025 328 days 15% Nifty 50: 15% 69687 58977 69702
Jan. 2, 2026 Oct. 30, 2026 301 days 14% Nifty 50: 15% 72008 62052 65162