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MF_118666

NIPPON INDIA GROWTH MID CAP FUND - DIRECT Plan - IDCW Option

Equity Scheme - Mid Cap Fund

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End Amount
₹32,370.21
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.86%
MF_118666 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
3.83%
Real Annualized Return
Alpha
-0.01
Excess Return vs Benchmark
Beta
1.08
Volatility vs Benchmark
Sharpe Ratio
0.26
Risk-Adjusted Return
Sortino Ratio
0.34
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 55% 43% 33%
60 days 53% 30% 23%
90 days 53% 23% 20%
180 days 51% 15% 14%
1Yr 46% 10% 9%
3Yr 45% 5% 8%
5Yr 33% 4% 7%
7Yr 12% 2% 5%
10Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period NIPPON INDIA GROWTH MID CAP FUND - DIRECT Plan - IDCW Option Nifty 50
30 days -34.1% | -74.9% | 20.4% | 241.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -42.7% | -59.4% | 16.5% | 166.9% -23.0% | -45.3% | 16.7% | 120.0%
90 days -31.1% | -54.4% | 10.6% | 133.8% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -8.9% | -22.5% | 6.3% | 70.0% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 8.4% | -11.3% | 12.5% | 29.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.9% | -5.7% | 8.5% | 27.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 13.2% | 1.0% | 8.3% | 15.3% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 8.1% | 7.7% | 10.2% | 12.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 12 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 May 13, 2014 483 days 24% Nifty 50: 12% 10102 7685 10229
July 7, 2014 Aug. 29, 2014 53 days 8% Nifty 50: 4% 12528 11580 12541
Dec. 3, 2014 Jan. 15, 2015 43 days 7% Nifty 50: 6% 14337 13310 14434
March 3, 2015 July 19, 2017 869 days 27% Nifty 50: 22% 15505 11260 15523
Aug. 1, 2017 Sept. 9, 2017 39 days 6% Nifty 50: 4% 15832 14946 15913
Sept. 19, 2017 Oct. 17, 2017 28 days 6% Nifty 50: 4% 16167 15159 16171
Jan. 8, 2018 July 9, 2021 1278 days 54% Nifty 50: 26% 18107 8414 18200
Oct. 18, 2021 June 7, 2023 597 days 22% Nifty 50: 16% 22077 17308 22176
Sept. 11, 2023 Nov. 10, 2023 60 days 6% Nifty 50: 6% 26528 24947 26566
Feb. 8, 2024 May 16, 2024 98 days 12% Nifty 50: 0% 31197 27404 31283
July 31, 2024 Aug. 24, 2024 24 days 5% Nifty 50: 4% 36273 34345 36315
Sept. 24, 2024 Oct. 30, 2026 766 days 25% Nifty 50: 15% 38046 28641 32370