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MF_119436

Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹60,957.52
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.96%
MF_119436 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.69%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
1.08
Volatility vs Benchmark
Sharpe Ratio
0.51
Risk-Adjusted Return
Sortino Ratio
0.75
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 55% 32% 20%
60 days 59% 21% 13%
90 days 59% 18% 11%
180 days 63% 13% 10%
1Yr 65% 10% 8%
3Yr 49% 7% 3%
5Yr 46% 3% 2%
7Yr 45% 3% 2%
10Yr 59% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan Nifty 50
30 days -22.3% | -71.2% | 21.6% | 222.7% 26.6% | -61.9% | 14.2% | 180.7%
60 days -41.0% | -57.7% | 21.7% | 147.8% -23.0% | -45.3% | 16.7% | 120.0%
90 days -24.2% | -47.7% | 18.4% | 125.2% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -2.4% | -15.3% | 12.9% | 71.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 11.1% | -2.4% | 14.6% | 30.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 6.0% | 4.7% | 14.2% | 24.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.5% | 10.4% | 13.0% | 18.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 10.6% | 10.8% | 14.1% | 17.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 20 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 4, 2013 Nov. 1, 2013 301 days 18% Nifty 50: 11% 10025 8267 10036
Jan. 22, 2014 March 5, 2014 42 days 6% Nifty 50: 5% 10610 9994 10701
July 7, 2014 Aug. 29, 2014 53 days 8% Nifty 50: 4% 14755 13600 14814
Sept. 12, 2014 Oct. 30, 2014 48 days 6% Nifty 50: 4% 15386 14534 15514
Dec. 4, 2014 Jan. 2, 2015 29 days 7% Nifty 50: 6% 17154 16008 17190
Jan. 28, 2015 Feb. 28, 2015 31 days 5% Nifty 50: 4% 18283 17298 18660
March 3, 2015 July 16, 2015 135 days 11% Nifty 50: 11% 18720 16702 18894
Aug. 19, 2015 June 30, 2016 316 days 19% Nifty 50: 18% 19312 15583 19376
Oct. 4, 2016 Feb. 21, 2017 140 days 15% Nifty 50: 10% 22468 19084 22536
May 16, 2017 June 3, 2017 18 days 5% Nifty 50: 2% 24572 23327 24671
Aug. 7, 2017 Sept. 1, 2017 25 days 5% Nifty 50: 3% 26770 25337 26797
Sept. 18, 2017 Nov. 1, 2017 44 days 6% Nifty 50: 4% 27706 26079 27721
Jan. 8, 2018 Feb. 5, 2020 758 days 20% Nifty 50: 6% 28520 22707 28615
Feb. 12, 2020 Nov. 13, 2020 275 days 39% Nifty 50: 37% 28986 17607 29050
Jan. 12, 2021 Feb. 3, 2021 22 days 6% Nifty 50: 6% 34089 31991 34357
March 10, 2021 May 18, 2021 69 days 6% Nifty 50: 6% 36481 34129 36486
Oct. 18, 2021 Jan. 12, 2022 86 days 10% Nifty 50: 10% 47323 42421 47435
Jan. 17, 2022 Nov. 29, 2023 681 days 28% Nifty 50: 16% 47601 34385 47629
Sept. 27, 2024 Aug. 1, 2026 673 days 21% Nifty 50: 15% 64355 51153 65276
Aug. 27, 2026 Oct. 30, 2026 64 days 11% Nifty 50: 8% 66487 59056 60958