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MF_120152

Kotak Large Cap Fund - Growth - Direct

Equity Scheme - Large Cap Fund

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End Amount
₹55,869.35
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.24%
MF_120152 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.00%
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 58% 11% 11%
60 days 61% 7% 6%
90 days 62% 6% 5%
180 days 64% 5% 3%
1Yr 67% 4% 3%
3Yr 77% 3% 1%
5Yr 80% 2% 0%
7Yr 87% 1% 0%
10Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Kotak Large Cap Fund - Growth - Direct Nifty 50
30 days 0.2% | -63.4% | 19.0% | 184.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -30.6% | -46.8% | 18.9% | 119.9% -23.0% | -45.3% | 16.7% | 120.0%
90 days -27.2% | -39.0% | 17.2% | 100.7% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -8.5% | -9.9% | 12.3% | 59.3% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.3% | 2.7% | 15.4% | 25.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.0% | 5.5% | 15.0% | 23.3% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 13.1% | 9.8% | 14.6% | 17.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.4% | 12.3% | 14.6% | 16.9% 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. 21, 2013 Oct. 31, 2013 283 days 17% Nifty 50: 12% 10361 8582 10405
Nov. 1, 2013 March 5, 2014 124 days 6% Nifty 50: 5% 10468 9819 10476
July 7, 2014 Aug. 15, 2014 39 days 5% Nifty 50: 4% 13120 12426 13291
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 15201 14165 15382
Jan. 29, 2015 Feb. 28, 2015 30 days 5% Nifty 50: 5% 16271 15426 16562
March 3, 2015 July 2, 2016 487 days 18% Nifty 50: 22% 16630 13684 16651
Sept. 8, 2016 Feb. 21, 2017 166 days 12% Nifty 50: 12% 17832 15691 17835
Jan. 24, 2018 July 28, 2018 185 days 10% Nifty 50: 9% 22140 19968 22152
Aug. 28, 2018 May 25, 2019 270 days 17% Nifty 50: 14% 22941 19129 22950
June 3, 2019 Oct. 26, 2019 145 days 10% Nifty 50: 11% 23239 21016 23485
Jan. 24, 2020 Nov. 5, 2020 286 days 37% Nifty 50: 38% 24844 15667 25028
Feb. 15, 2021 May 21, 2021 95 days 5% Nifty 50: 6% 31539 29871 31688
Oct. 18, 2021 Nov. 29, 2022 407 days 17% Nifty 50: 16% 39043 32267 39053
Dec. 1, 2022 May 26, 2023 176 days 8% Nifty 50: 10% 39527 36353 39611
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 44018 41323 44176
Sept. 26, 2024 Oct. 18, 2025 387 days 17% Nifty 50: 15% 60841 50787 60872
Jan. 2, 2026 Oct. 30, 2026 301 days 14% Nifty 50: 15% 62033 53407 55869