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MF_120465

Axis Large Cap Fund - Direct Plan - Growth

Equity Schemes - Large Cap Fund

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End Amount
₹55,048.86
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.12%
MF_120465 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.89%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.88
Volatility vs Benchmark
Sharpe Ratio
0.51
Risk-Adjusted Return
Sortino Ratio
0.77
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 54% 17% 20%
60 days 53% 12% 12%
90 days 54% 10% 9%
180 days 54% 7% 6%
1Yr 58% 5% 5%
3Yr 64% 3% 3%
5Yr 58% 3% 2%
7Yr 72% 2% 1%
10Yr 89% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis Large Cap Fund - Direct Plan - Growth Nifty 50
30 days 26.2% | -63.9% | 17.1% | 167.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -24.3% | -49.0% | 19.2% | 116.7% -23.0% | -45.3% | 16.7% | 120.0%
90 days -21.5% | -40.4% | 18.3% | 95.0% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.7% | -8.3% | 12.5% | 51.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 9.4% | 8.1% | 13.6% | 22.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 5.0% | 7.0% | 14.7% | 21.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 10.3% | 11.0% | 14.2% | 17.5% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.3% | 12.0% | 14.1% | 16.0% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 14 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 30, 2013 Oct. 11, 2013 134 days 12% Nifty 50: 13% 10717 9438 10733
Jan. 1, 2014 March 6, 2014 64 days 5% Nifty 50: 5% 11287 10668 11287
July 7, 2014 Aug. 22, 2014 46 days 6% Nifty 50: 4% 14430 13607 14495
Dec. 4, 2014 Jan. 17, 2015 44 days 6% Nifty 50: 6% 16466 15489 16515
Jan. 27, 2015 July 23, 2016 543 days 18% Nifty 50: 21% 17068 14064 17085
Sept. 8, 2016 April 1, 2017 205 days 15% Nifty 50: 12% 17907 15138 17915
Jan. 29, 2018 April 12, 2018 73 days 6% Nifty 50: 10% 22321 20904 22321
Aug. 28, 2018 May 18, 2019 263 days 16% Nifty 50: 14% 25293 21327 25782
July 4, 2019 Sept. 21, 2019 79 days 6% Nifty 50: 10% 26596 25073 27541
Feb. 12, 2020 Nov. 6, 2020 268 days 30% Nifty 50: 37% 29756 20798 29959
Jan. 12, 2021 Feb. 4, 2021 23 days 8% Nifty 50: 6% 35350 32655 35448
Feb. 16, 2021 May 29, 2021 102 days 7% Nifty 50: 6% 36580 33876 36824
Oct. 14, 2021 Dec. 1, 2023 778 days 22% Nifty 50: 16% 44251 34682 44454
Sept. 26, 2024 Oct. 30, 2026 764 days 16% Nifty 50: 15% 59560 50326 55049