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_119556

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

Equity Scheme - Small Cap Fund

Back to Home
End Amount
₹80,216.07
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.26%
MF_119556 Return
Benchmark CAGR
11.59%
Nifty 50
Inflation Adj. CAGR
10.88%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
1.08
Volatility vs Benchmark
Sharpe Ratio
0.57
Risk-Adjusted Return
Sortino Ratio
0.86
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% 61% 34%
60 days 58% 40% 22%
90 days 60% 33% 19%
180 days 62% 24% 14%
1Yr 64% 19% 12%
3Yr 71% 10% 9%
5Yr 56% 7% 4%
7Yr 55% 3% 2%
10Yr 96% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan Nifty 50
30 days -45.3% | -74.0% | 28.3% | 304.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -39.0% | -63.2% | 22.6% | 183.4% -23.0% | -45.3% | 16.8% | 120.0%
90 days -15.4% | -54.5% | 21.1% | 153.7% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 8.1% | -25.7% | 17.2% | 99.1% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 14.1% | -11.6% | 19.2% | 38.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 12.1% | 1.1% | 14.5% | 30.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 18.4% | 9.5% | 13.8% | 19.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.4% | 12.7% | 15.9% | 20.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 22 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 9, 2013 Dec. 20, 2013 345 days 21% Nifty 50: 11% 10005 7948 10052
Jan. 1, 2014 March 6, 2014 64 days 5% Nifty 50: 5% 10413 9854 10515
July 7, 2014 Sept. 5, 2014 60 days 8% Nifty 50: 4% 15148 13949 15159
Sept. 15, 2014 Oct. 31, 2014 46 days 6% Nifty 50: 4% 15934 15019 15982
Dec. 4, 2014 Dec. 31, 2014 27 days 5% Nifty 50: 6% 17360 16448 17421
March 3, 2015 April 9, 2015 37 days 6% Nifty 50: 7% 18845 17659 18976
April 13, 2015 July 14, 2015 92 days 9% Nifty 50: 10% 19036 17249 19037
Aug. 5, 2015 Dec. 29, 2015 146 days 10% Nifty 50: 12% 19704 17748 19718
Jan. 1, 2016 May 28, 2016 148 days 19% Nifty 50: 12% 20077 16356 20261
Oct. 25, 2016 March 1, 2017 127 days 16% Nifty 50: 9% 25114 21105 25115
May 16, 2017 July 12, 2017 57 days 6% Nifty 50: 2% 29430 27604 29474
July 25, 2017 Sept. 7, 2017 44 days 7% Nifty 50: 2% 29805 27813 29947
Sept. 19, 2017 Oct. 6, 2017 17 days 5% Nifty 50: 4% 30853 29194 30968
Jan. 15, 2018 April 8, 2021 1179 days 57% Nifty 50: 27% 35790 15243 35911
April 9, 2021 May 5, 2021 26 days 6% Nifty 50: 4% 35975 33943 36003
Aug. 3, 2021 Sept. 10, 2021 38 days 8% Nifty 50: 0% 44078 40445 44233
Oct. 18, 2021 June 7, 2023 597 days 25% Nifty 50: 16% 48041 36040 48055
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 56717 53177 56851
Feb. 7, 2024 April 5, 2024 58 days 9% Nifty 50: 1% 63072 57255 63206
July 30, 2024 Sept. 5, 2024 37 days 6% Nifty 50: 3% 76088 71583 76453
Oct. 16, 2024 June 13, 2026 605 days 26% Nifty 50: 11% 79027 58348 79274
Sept. 8, 2026 Oct. 30, 2026 52 days 12% Nifty 50: 6% 87688 77296 80216