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MF_118678

Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹54,916.15
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.10%
MF_118678 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.87%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
1.08
Volatility vs Benchmark
Sharpe Ratio
0.46
Risk-Adjusted Return
Sortino Ratio
0.69
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% 28% 20%
60 days 63% 18% 15%
90 days 63% 15% 12%
180 days 59% 13% 8%
1Yr 63% 10% 6%
3Yr 64% 6% 6%
5Yr 52% 4% 4%
7Yr 38% 2% 2%
10Yr 96% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option Nifty 50
30 days -20.6% | -68.6% | 20.9% | 224.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -42.9% | -55.0% | 21.5% | 156.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -32.0% | -46.7% | 19.1% | 133.4% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -7.3% | -19.3% | 10.8% | 74.3% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 13.5% | -4.7% | 16.9% | 28.1% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 11.1% | 0.5% | 13.6% | 27.6% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.2% | 7.7% | 12.8% | 18.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.3% | 11.6% | 14.0% | 16.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 13 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 March 7, 2014 424 days 24% Nifty 50: 11% 10142 7710 10214
July 7, 2014 Aug. 22, 2014 46 days 6% Nifty 50: 4% 14004 13196 14010
Dec. 4, 2014 Jan. 16, 2015 43 days 8% Nifty 50: 6% 16542 15213 16552
March 3, 2015 Sept. 7, 2016 554 days 24% Nifty 50: 22% 17662 13381 17727
Sept. 8, 2016 Feb. 9, 2017 154 days 10% Nifty 50: 12% 17742 15934 17777
Jan. 23, 2018 Jan. 2, 2021 1075 days 45% Nifty 50: 29% 23994 13191 24026
Jan. 14, 2021 Feb. 3, 2021 20 days 6% Nifty 50: 7% 24970 23375 25196
March 3, 2021 May 21, 2021 79 days 7% Nifty 50: 6% 26679 24854 26688
Oct. 18, 2021 May 26, 2023 585 days 19% Nifty 50: 16% 33894 27432 34148
Sept. 11, 2023 Nov. 24, 2023 74 days 6% Nifty 50: 6% 39654 37135 39712
Sept. 24, 2024 Sept. 16, 2025 357 days 17% Nifty 50: 15% 58686 48811 58700
Jan. 2, 2026 Aug. 1, 2026 211 days 13% Nifty 50: 15% 59730 51684 60387
Aug. 10, 2026 Oct. 30, 2026 81 days 11% Nifty 50: 10% 60463 53855 54916