Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_119018

HDFC Large Cap Fund - Growth Option - Direct Plan

Equity Scheme - Large Cap Fund

Back to Home
End Amount
₹50,883.93
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.48%
MF_119018 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
7.27%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
1.07
Volatility vs Benchmark
Sharpe Ratio
0.42
Risk-Adjusted Return
Sortino Ratio
0.65
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 54% 22% 14%
60 days 54% 14% 10%
90 days 59% 11% 9%
180 days 58% 8% 6%
1Yr 59% 6% 4%
3Yr 67% 3% 3%
5Yr 58% 2% 2%
7Yr 61% 0% 1%
10Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HDFC Large Cap Fund - Growth Option - Direct Plan Nifty 50
30 days 3.5% | -65.2% | 15.0% | 222.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -32.7% | -49.9% | 16.6% | 154.7% -23.0% | -45.3% | 16.7% | 120.0%
90 days -29.0% | -44.4% | 15.9% | 137.2% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -8.0% | -20.5% | 11.3% | 62.5% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 8.8% | -1.1% | 14.7% | 27.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.3% | 3.7% | 14.2% | 24.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.2% | 8.5% | 13.5% | 16.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.8% | 11.8% | 14.1% | 16.8% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 18 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 Dec. 7, 2013 320 days 20% Nifty 50: 12% 10258 8199 10377
Dec. 9, 2013 March 6, 2014 87 days 7% Nifty 50: 6% 10377 9666 10475
July 7, 2014 Aug. 21, 2014 45 days 7% Nifty 50: 4% 14134 13166 14178
Sept. 12, 2014 Oct. 31, 2014 49 days 6% Nifty 50: 4% 14799 13913 15015
Dec. 4, 2014 Jan. 20, 2015 47 days 7% Nifty 50: 6% 15756 14621 15795
Jan. 29, 2015 Aug. 19, 2016 568 days 27% Nifty 50: 21% 16234 11909 16304
Sept. 8, 2016 Feb. 1, 2017 146 days 10% Nifty 50: 12% 16913 15234 17073
Jan. 24, 2018 Aug. 31, 2018 219 days 14% Nifty 50: 9% 22139 19097 22155
Aug. 31, 2018 March 15, 2019 196 days 12% Nifty 50: 14% 22155 19444 22279
April 2, 2019 May 24, 2019 52 days 6% Nifty 50: 5% 23063 21648 23252
July 4, 2019 Dec. 9, 2020 524 days 41% Nifty 50: 36% 23764 14066 23806
Jan. 14, 2021 Feb. 2, 2021 19 days 7% Nifty 50: 7% 26068 24353 26369
March 3, 2021 May 26, 2021 84 days 9% Nifty 50: 6% 28056 25423 28072
Oct. 18, 2021 Aug. 13, 2022 299 days 14% Nifty 50: 16% 33750 29066 33943
Sept. 13, 2022 Oct. 29, 2022 46 days 7% Nifty 50: 7% 34564 32115 34661
Dec. 1, 2022 May 13, 2023 163 days 7% Nifty 50: 10% 36144 33599 36363
Sept. 15, 2023 Nov. 16, 2023 62 days 6% Nifty 50: 7% 41323 39036 41424
Sept. 26, 2024 Oct. 30, 2026 764 days 16% Nifty 50: 15% 57195 47835 50884