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MF_120158

Kotak Large & Mid Cap Fund - Direct- Growth

Equity Schemes - Large & Mid Cap Fund

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End Amount
₹74,693.03
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.65%
MF_120158 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
10.29%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.96
Volatility vs Benchmark
Sharpe Ratio
0.65
Risk-Adjusted Return
Sortino Ratio
0.98
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% 23% 18%
60 days 62% 15% 11%
90 days 66% 12% 9%
180 days 70% 10% 6%
1Yr 79% 8% 5%
3Yr 84% 6% 1%
5Yr 98% 4% 0%
7Yr 100% 4% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Kotak Large & Mid Cap Fund - Direct- Growth Nifty 50
30 days -18.7% | -63.5% | 22.4% | 194.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -38.4% | -48.5% | 22.4% | 126.2% -23.0% | -45.3% | 16.7% | 120.0%
90 days -29.8% | -38.1% | 20.4% | 105.1% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.8% | -9.6% | 15.0% | 60.7% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 12.6% | 2.8% | 18.6% | 27.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 12.0% | 7.5% | 17.2% | 26.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 16.4% | 12.7% | 16.9% | 19.6% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 14.5% | 14.7% | 17.2% | 19.8% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 21 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Oct. 18, 2013 276 days 13% Nifty 50: 12% 10025 8695 10063
Jan. 22, 2014 March 5, 2014 42 days 5% Nifty 50: 5% 10321 9761 10363
July 4, 2014 Aug. 15, 2014 42 days 5% Nifty 50: 4% 13203 12514 13329
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 15743 14714 16012
Jan. 29, 2015 Feb. 28, 2015 30 days 6% Nifty 50: 5% 16797 15868 17125
March 3, 2015 July 31, 2015 150 days 10% Nifty 50: 11% 17153 15361 17174
Aug. 6, 2015 July 9, 2016 338 days 20% Nifty 50: 19% 17466 14045 17662
Oct. 25, 2016 Feb. 1, 2017 99 days 11% Nifty 50: 9% 19456 17342 19550
Jan. 23, 2018 March 29, 2019 430 days 16% Nifty 50: 9% 25100 21202 25208
April 16, 2019 May 24, 2019 38 days 6% Nifty 50: 5% 25279 23848 25406
June 3, 2019 Nov. 7, 2019 157 days 10% Nifty 50: 11% 26023 23385 26147
Jan. 24, 2020 Nov. 7, 2020 288 days 36% Nifty 50: 38% 28391 18162 28434
Jan. 14, 2021 Feb. 4, 2021 21 days 5% Nifty 50: 7% 33346 31544 33738
March 4, 2021 April 8, 2021 35 days 5% Nifty 50: 5% 35622 33717 35655
Oct. 18, 2021 Jan. 11, 2022 85 days 8% Nifty 50: 10% 43394 39875 43398
Jan. 17, 2022 Aug. 18, 2022 213 days 16% Nifty 50: 16% 44288 37302 44364
Sept. 13, 2022 Nov. 5, 2022 53 days 7% Nifty 50: 7% 45917 42805 45994
Dec. 14, 2022 May 6, 2023 143 days 7% Nifty 50: 9% 46759 43481 46920
Sept. 11, 2023 Nov. 29, 2023 79 days 6% Nifty 50: 6% 54966 51809 55283
Sept. 27, 2024 Oct. 25, 2025 393 days 19% Nifty 50: 15% 79084 64452 79428
Feb. 11, 2026 Oct. 30, 2026 261 days 14% Nifty 50: 14% 81661 70569 74693