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MF_118834

Mirae Asset Large & Midcap Fund - Direct Plan - Growth

Equity Schemes - Large & Mid Cap Fund

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End Amount
₹118,359.45
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
19.56%
MF_118834 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
14.03%
Real Annualized Return
Alpha
0.08
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.82
Risk-Adjusted Return
Sortino Ratio
1.27
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 62% 32% 19%
60 days 68% 23% 11%
90 days 69% 20% 9%
180 days 74% 17% 7%
1Yr 75% 15% 4%
3Yr 99% 8% 0%
5Yr 100% 7% 0%
7Yr 100% 7% 0%
10Yr 100% 7% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mirae Asset Large & Midcap Fund - Direct Plan - Growth Nifty 50
30 days -15.6% | -64.8% | 28.1% | 210.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -39.9% | -50.5% | 27.0% | 153.3% -23.0% | -45.3% | 16.7% | 120.0%
90 days -29.4% | -40.4% | 22.8% | 136.6% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.8% | -6.9% | 16.8% | 91.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 11.4% | 4.8% | 19.8% | 42.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.9% | 10.1% | 20.4% | 32.4% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.8% | 16.0% | 19.0% | 26.6% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 15.1% | 16.1% | 19.9% | 25.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 21 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Nov. 19, 2013 308 days 19% Nifty 50: 12% 10082 8206 10131
July 7, 2014 Aug. 15, 2014 39 days 6% Nifty 50: 4% 16253 15258 16379
Dec. 4, 2014 Dec. 30, 2014 26 days 5% Nifty 50: 6% 20018 18997 20040
March 12, 2015 April 9, 2015 28 days 5% Nifty 50: 5% 22051 20872 22094
April 13, 2015 July 2, 2015 80 days 9% Nifty 50: 10% 22145 20223 22181
Aug. 19, 2015 June 2, 2016 288 days 16% Nifty 50: 18% 23647 19791 23688
Oct. 25, 2016 Feb. 4, 2017 102 days 13% Nifty 50: 9% 29152 25297 29297
May 17, 2017 June 8, 2017 22 days 6% Nifty 50: 2% 34101 32048 34113
Aug. 7, 2017 Sept. 9, 2017 33 days 6% Nifty 50: 3% 35480 33419 35814
Sept. 19, 2017 Oct. 13, 2017 24 days 6% Nifty 50: 4% 36412 34384 36424
Jan. 15, 2018 April 16, 2019 456 days 16% Nifty 50: 7% 40365 33819 40448
April 16, 2019 May 24, 2019 38 days 7% Nifty 50: 5% 40448 37639 40491
June 3, 2019 Oct. 26, 2019 145 days 9% Nifty 50: 11% 41417 37728 41728
Jan. 16, 2020 Aug. 28, 2020 225 days 37% Nifty 50: 38% 45159 28510 45383
Aug. 28, 2020 Oct. 9, 2020 42 days 7% Nifty 50: 7% 45383 42098 45587
March 3, 2021 May 6, 2021 64 days 6% Nifty 50: 6% 61772 58366 62089
Oct. 18, 2021 June 16, 2023 606 days 19% Nifty 50: 16% 79758 64398 79917
Sept. 11, 2023 Nov. 29, 2023 79 days 6% Nifty 50: 6% 90475 84669 91183
Sept. 27, 2024 Oct. 18, 2025 386 days 20% Nifty 50: 15% 124330 100035 124349
Jan. 2, 2026 July 31, 2026 210 days 14% Nifty 50: 15% 127389 108988 127459
Aug. 3, 2026 Oct. 30, 2026 88 days 10% Nifty 50: 10% 128950 115622 118359