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MF_118955

HDFC Flexi Cap Fund - Growth Option - Direct Plan

Equity Scheme - Flexi Cap Fund

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End Amount
₹73,686.32
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.53%
MF_118955 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
10.18%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
1.09
Volatility vs Benchmark
Sharpe Ratio
0.56
Risk-Adjusted Return
Sortino Ratio
0.87
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 60% 32% 19%
60 days 62% 20% 13%
90 days 67% 16% 12%
180 days 70% 12% 9%
1Yr 71% 10% 5%
3Yr 74% 7% 3%
5Yr 67% 5% 1%
7Yr 92% 3% 1%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HDFC Flexi Cap Fund - Growth Option - Direct Plan Nifty 50
30 days 10.9% | -67.9% | 20.2% | 251.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -27.0% | -52.7% | 20.4% | 174.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -19.2% | -47.2% | 19.0% | 154.8% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -4.0% | -21.7% | 14.5% | 74.2% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 15.8% | -2.2% | 17.6% | 33.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 15.2% | 3.0% | 16.5% | 31.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 17.6% | 9.2% | 16.1% | 19.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 15.3% | 14.8% | 16.7% | 19.2% 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. 21, 2013 Dec. 21, 2013 334 days 22% Nifty 50: 12% 10248 8006 10249
Dec. 27, 2013 March 5, 2014 68 days 6% Nifty 50: 5% 10341 9686 10454
July 7, 2014 Aug. 19, 2014 43 days 7% Nifty 50: 4% 14787 13794 14788
Sept. 15, 2014 Oct. 31, 2014 46 days 6% Nifty 50: 4% 15691 14689 15747
Dec. 4, 2014 Jan. 21, 2015 48 days 8% Nifty 50: 6% 16626 15357 16712
Jan. 29, 2015 Aug. 19, 2016 568 days 28% Nifty 50: 21% 17075 12350 17099
Oct. 24, 2016 Feb. 1, 2017 100 days 11% Nifty 50: 9% 17964 16055 18000
July 31, 2017 Oct. 25, 2017 86 days 6% Nifty 50: 4% 21215 20029 22035
Jan. 24, 2018 March 29, 2019 429 days 16% Nifty 50: 9% 24105 20244 24120
April 2, 2019 May 24, 2019 52 days 7% Nifty 50: 5% 24293 22554 24499
July 4, 2019 Dec. 9, 2020 524 days 42% Nifty 50: 36% 24989 14534 24989
Jan. 14, 2021 Feb. 2, 2021 19 days 7% Nifty 50: 7% 27584 25717 27813
March 3, 2021 May 18, 2021 76 days 9% Nifty 50: 6% 30259 27419 30361
Oct. 18, 2021 April 2, 2022 166 days 11% Nifty 50: 14% 37498 33506 37775
April 8, 2022 July 30, 2022 113 days 13% Nifty 50: 14% 38191 33272 38240
Sept. 13, 2022 Oct. 26, 2022 43 days 6% Nifty 50: 7% 40607 38014 40753
Dec. 14, 2022 May 13, 2023 150 days 7% Nifty 50: 9% 42949 39749 42967
Sept. 15, 2023 Nov. 21, 2023 67 days 6% Nifty 50: 7% 49765 46796 49814
Sept. 26, 2024 June 7, 2025 254 days 12% Nifty 50: 15% 72558 63631 72636
Jan. 6, 2026 Aug. 1, 2026 207 days 13% Nifty 50: 15% 77585 67250 77657
Aug. 3, 2026 Oct. 30, 2026 88 days 8% Nifty 50: 10% 77657 71475 73686