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_119160

Tata Large Cap Fund -Direct Plan Growth Option

Equity Scheme - Large Cap Fund

Back to Home
End Amount
₹51,380.62
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.56%
MF_119160 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.35%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.46
Risk-Adjusted Return
Sortino Ratio
0.67
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 51% 13% 12%
60 days 53% 9% 7%
90 days 55% 7% 6%
180 days 59% 5% 4%
1Yr 62% 4% 3%
3Yr 58% 3% 2%
5Yr 61% 1% 2%
7Yr 51% 1% 1%
10Yr 83% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Tata Large Cap Fund -Direct Plan Growth Option Nifty 50
30 days 17.9% | -61.8% | 18.3% | 185.8% 26.6% | -61.9% | 14.2% | 180.7%
60 days -29.2% | -46.9% | 18.4% | 121.6% -23.0% | -45.3% | 16.7% | 120.0%
90 days -26.6% | -36.1% | 17.9% | 93.9% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -6.5% | -14.4% | 11.8% | 59.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.7% | 0.6% | 14.1% | 24.9% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.2% | 4.0% | 13.7% | 23.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.3% | 8.9% | 13.2% | 15.7% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.8% | 11.6% | 13.6% | 15.6% 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 May 16, 2013 115 days 9% Nifty 50: 10% 10102 9153 10144
May 16, 2013 Sept. 19, 2013 126 days 11% Nifty 50: 14% 10144 9051 10300
Sept. 22, 2014 Oct. 31, 2014 39 days 5% Nifty 50: 5% 14056 13353 14191
Dec. 4, 2014 Jan. 15, 2015 42 days 6% Nifty 50: 6% 14981 14091 15016
March 3, 2015 Aug. 19, 2015 169 days 10% Nifty 50: 11% 16160 14464 16172
Aug. 19, 2015 July 12, 2016 328 days 18% Nifty 50: 18% 16172 13314 16190
Sept. 8, 2016 March 11, 2017 184 days 11% Nifty 50: 12% 17312 15346 17440
Jan. 24, 2018 Aug. 21, 2018 209 days 11% Nifty 50: 9% 21693 19225 21759
Aug. 28, 2018 May 18, 2019 263 days 15% Nifty 50: 14% 22020 18617 22318
July 4, 2019 Nov. 20, 2019 139 days 11% Nifty 50: 10% 22977 20464 23002
Feb. 13, 2020 Nov. 14, 2020 275 days 38% Nifty 50: 37% 23302 14548 23312
Jan. 14, 2021 Feb. 2, 2021 19 days 7% Nifty 50: 7% 26707 24954 27015
March 3, 2021 May 21, 2021 79 days 7% Nifty 50: 6% 28671 26680 28807
Oct. 18, 2021 Nov. 15, 2022 393 days 17% Nifty 50: 16% 35393 29353 35398
Dec. 1, 2022 May 30, 2023 180 days 9% Nifty 50: 10% 36300 32930 36376
Sept. 15, 2023 Nov. 29, 2023 75 days 7% Nifty 50: 7% 40079 37384 40414
Sept. 26, 2024 Oct. 29, 2025 398 days 16% Nifty 50: 15% 54986 46251 55178
Jan. 2, 2026 Oct. 30, 2026 301 days 15% Nifty 50: 15% 56131 47790 51381