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MF_118650

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

Equity Schemes - Multi Cap Fund

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End Amount
₹68,849.89
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.97%
MF_118650 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
9.65%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.05
Volatility vs Benchmark
Sharpe Ratio
0.56
Risk-Adjusted Return
Sortino Ratio
0.82
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 56% 40% 25%
60 days 59% 24% 16%
90 days 61% 21% 14%
180 days 65% 16% 11%
1Yr 63% 13% 6%
3Yr 63% 9% 4%
5Yr 64% 6% 3%
7Yr 65% 4% 1%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option Nifty 50
30 days -31.5% | -68.0% | 21.8% | 254.9% 26.6% | -61.9% | 14.2% | 180.7%
60 days -39.9% | -53.8% | 20.5% | 152.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -32.2% | -46.1% | 19.5% | 130.3% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -8.1% | -22.6% | 13.4% | 75.5% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 11.8% | -3.9% | 16.9% | 38.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 14.4% | 0.0% | 16.6% | 33.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 17.2% | 8.1% | 15.7% | 20.4% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 14.9% | 13.8% | 16.3% | 19.3% 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. 4, 2013 Dec. 20, 2013 350 days 19% Nifty 50: 11% 10061 8102 10228
July 7, 2014 Aug. 27, 2014 51 days 6% Nifty 50: 4% 14145 13286 14205
Dec. 4, 2014 Jan. 20, 2015 47 days 8% Nifty 50: 6% 17106 15802 17168
March 3, 2015 Aug. 6, 2015 156 days 10% Nifty 50: 11% 17745 15964 17844
Aug. 6, 2015 March 16, 2017 588 days 23% Nifty 50: 19% 17844 13669 17855
May 16, 2017 July 8, 2017 53 days 5% Nifty 50: 2% 19541 18507 19696
Jan. 23, 2018 May 24, 2019 486 days 17% Nifty 50: 9% 23591 19494 23597
May 27, 2019 Jan. 12, 2021 596 days 43% Nifty 50: 35% 24199 13853 24457
Jan. 13, 2021 Feb. 3, 2021 21 days 7% Nifty 50: 6% 24565 22891 24738
March 3, 2021 May 27, 2021 85 days 9% Nifty 50: 6% 28202 25582 28274
Nov. 9, 2021 April 2, 2022 144 days 13% Nifty 50: 12% 36630 31844 36957
April 8, 2022 July 30, 2022 113 days 16% Nifty 50: 14% 37153 31301 37188
Dec. 14, 2022 May 4, 2023 141 days 8% Nifty 50: 9% 41057 37955 41328
Sept. 11, 2023 Nov. 29, 2023 79 days 7% Nifty 50: 6% 51756 48303 51921
Sept. 26, 2024 Sept. 17, 2025 356 days 19% Nifty 50: 15% 74881 60972 74949
Oct. 29, 2025 Aug. 1, 2026 276 days 13% Nifty 50: 14% 75158 65099 75783
Aug. 5, 2026 Oct. 30, 2026 86 days 11% Nifty 50: 10% 75854 67781 68850