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MF_119202

Tata Large & MId Cap Fund -Direct Plan- Growth Option

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹58,597.67
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.63%
MF_119202 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.38%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.53
Risk-Adjusted Return
Sortino Ratio
0.79
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% 21% 18%
60 days 57% 14% 11%
90 days 60% 11% 9%
180 days 66% 8% 7%
1Yr 67% 6% 4%
3Yr 71% 4% 2%
5Yr 84% 2% 1%
7Yr 100% 2% 0%
10Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Tata Large & MId Cap Fund -Direct Plan- Growth Option Nifty 50
30 days -42.5% | -61.7% | 18.6% | 196.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -42.9% | -47.6% | 20.3% | 128.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -39.0% | -40.0% | 18.5% | 106.7% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -14.2% | -10.6% | 13.5% | 59.5% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 5.7% | 2.9% | 16.1% | 27.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.5% | 6.1% | 15.6% | 24.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.3% | 11.5% | 15.2% | 17.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.6% | 12.3% | 15.6% | 18.4% 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. 15, 2013 Sept. 19, 2013 247 days 11% Nifty 50: 12% 10208 9073 10264
July 7, 2014 Aug. 15, 2014 39 days 6% Nifty 50: 4% 14068 13286 14144
Dec. 4, 2014 Jan. 15, 2015 42 days 6% Nifty 50: 6% 16421 15435 16605
March 3, 2015 Aug. 6, 2015 156 days 11% Nifty 50: 11% 17992 15935 18013
Aug. 19, 2015 July 1, 2016 317 days 18% Nifty 50: 18% 18058 14844 18074
Sept. 8, 2016 Feb. 4, 2017 149 days 12% Nifty 50: 12% 19829 17443 19939
Aug. 1, 2017 Sept. 9, 2017 39 days 5% Nifty 50: 4% 22330 21211 22414
Sept. 20, 2017 Oct. 26, 2017 36 days 5% Nifty 50: 4% 22736 21582 22764
Jan. 23, 2018 May 18, 2019 480 days 16% Nifty 50: 9% 24920 20956 25042
July 2, 2019 Oct. 30, 2019 120 days 8% Nifty 50: 10% 25886 23710 25908
Jan. 24, 2020 Nov. 7, 2020 288 days 36% Nifty 50: 38% 27665 17791 27679
March 4, 2021 May 26, 2021 83 days 7% Nifty 50: 5% 35195 32623 35195
Oct. 18, 2021 Jan. 12, 2022 86 days 8% Nifty 50: 10% 41682 38338 41888
Jan. 17, 2022 Aug. 11, 2022 206 days 15% Nifty 50: 16% 42175 35793 42384
Sept. 15, 2022 Nov. 1, 2022 47 days 6% Nifty 50: 6% 44555 41977 44772
Dec. 14, 2022 May 26, 2023 163 days 9% Nifty 50: 9% 46616 42351 46706
Sept. 11, 2023 Nov. 30, 2023 80 days 7% Nifty 50: 6% 52584 49004 52595
Sept. 23, 2024 Oct. 30, 2026 767 days 22% Nifty 50: 15% 71293 55805 58598