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MF_119528

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

Equity Scheme - Large Cap Fund

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End Amount
₹54,996.53
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.11%
MF_119528 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.88%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.49
Risk-Adjusted Return
Sortino Ratio
0.73
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 57% 11% 11%
60 days 60% 8% 6%
90 days 62% 6% 5%
180 days 62% 5% 4%
1Yr 63% 5% 3%
3Yr 57% 3% 2%
5Yr 54% 2% 1%
7Yr 51% 1% 1%
10Yr 79% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan Nifty 50
30 days 13.0% | -61.1% | 17.4% | 186.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -25.9% | -46.3% | 18.2% | 133.5% -23.0% | -45.3% | 16.7% | 120.0%
90 days -24.2% | -37.0% | 17.0% | 112.6% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -8.0% | -13.1% | 11.4% | 59.7% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 9.9% | -0.3% | 14.8% | 25.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.9% | 4.3% | 13.8% | 23.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.5% | 10.0% | 13.4% | 15.6% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.4% | 11.4% | 14.2% | 16.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 17 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 May 15, 2013 120 days 10% Nifty 50: 9% 10152 9169 10178
May 17, 2013 Oct. 18, 2013 154 days 14% Nifty 50: 14% 10271 8831 10389
Jan. 1, 2014 March 5, 2014 63 days 5% Nifty 50: 5% 10854 10291 10891
Dec. 4, 2014 Jan. 15, 2015 42 days 6% Nifty 50: 6% 16192 15199 16234
March 3, 2015 July 1, 2016 486 days 18% Nifty 50: 22% 17353 14231 17456
Sept. 8, 2016 Feb. 18, 2017 163 days 12% Nifty 50: 12% 19151 16942 19206
Jan. 23, 2018 Aug. 18, 2018 207 days 10% Nifty 50: 9% 23854 21483 23941
Aug. 31, 2018 May 25, 2019 267 days 14% Nifty 50: 14% 24178 20861 24312
June 3, 2019 Nov. 23, 2019 173 days 11% Nifty 50: 11% 24412 21769 24495
Jan. 17, 2020 Nov. 7, 2020 295 days 38% Nifty 50: 38% 24992 15579 25111
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 29722 27821 29760
Feb. 15, 2021 May 21, 2021 95 days 6% Nifty 50: 6% 31128 29126 31210
Oct. 18, 2021 Nov. 15, 2022 393 days 17% Nifty 50: 16% 38279 31872 38407
Dec. 1, 2022 June 3, 2023 184 days 9% Nifty 50: 10% 39313 35697 39478
Sept. 15, 2023 Nov. 30, 2023 76 days 6% Nifty 50: 7% 43705 40911 43799
Sept. 26, 2024 Oct. 29, 2025 398 days 17% Nifty 50: 15% 60050 50034 60154
Jan. 2, 2026 Oct. 30, 2026 301 days 16% Nifty 50: 15% 60816 51335 54997