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MF_120564

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

Equity Scheme - Flexi Cap Fund

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End Amount
₹75,528.75
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.74%
MF_120564 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
10.38%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.03
Volatility vs Benchmark
Sharpe Ratio
0.61
Risk-Adjusted Return
Sortino Ratio
0.93
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 59% 25% 16%
60 days 60% 18% 10%
90 days 63% 15% 8%
180 days 64% 12% 5%
1Yr 72% 9% 5%
3Yr 77% 5% 2%
5Yr 78% 3% 2%
7Yr 83% 2% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan Nifty 50
30 days -0.5% | -64.5% | 22.7% | 202.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -28.3% | -47.9% | 22.0% | 152.7% -23.0% | -45.3% | 16.7% | 120.0%
90 days -19.2% | -39.4% | 19.8% | 135.7% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 1.1% | -11.7% | 13.7% | 70.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 15.3% | 0.3% | 17.0% | 30.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.4% | 6.6% | 15.8% | 25.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.2% | 12.3% | 15.0% | 18.7% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.1% | 13.2% | 16.0% | 19.1% 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 Nov. 19, 2013 308 days 18% Nifty 50: 12% 10101 8256 10125
Jan. 1, 2014 March 5, 2014 63 days 5% Nifty 50: 5% 10644 10085 10700
July 7, 2014 Aug. 29, 2014 53 days 5% Nifty 50: 4% 15338 14510 15389
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 17124 15979 17226
March 3, 2015 July 18, 2015 137 days 9% Nifty 50: 11% 18307 16585 18310
Aug. 6, 2015 June 30, 2016 329 days 19% Nifty 50: 19% 18559 15057 18562
Oct. 21, 2016 Feb. 2, 2017 104 days 12% Nifty 50: 9% 22142 19485 22170
Jan. 23, 2018 Aug. 25, 2018 214 days 10% Nifty 50: 9% 28013 25277 28142
Aug. 31, 2018 Nov. 7, 2019 433 days 14% Nifty 50: 14% 28272 24219 28344
Feb. 13, 2020 Nov. 11, 2020 272 days 39% Nifty 50: 37% 30198 18544 30495
Jan. 12, 2021 Feb. 3, 2021 22 days 7% Nifty 50: 6% 35857 33380 35893
March 3, 2021 May 6, 2021 64 days 6% Nifty 50: 6% 37295 34981 37526
Oct. 18, 2021 June 16, 2023 606 days 20% Nifty 50: 16% 46934 37529 47095
Sept. 15, 2023 Nov. 30, 2023 76 days 7% Nifty 50: 7% 52409 48684 52590
Sept. 27, 2024 Oct. 16, 2025 384 days 17% Nifty 50: 15% 73368 60880 73535
Jan. 2, 2026 July 2, 2026 181 days 13% Nifty 50: 15% 76199 66456 76434
Aug. 10, 2026 Oct. 30, 2026 81 days 8% Nifty 50: 10% 79944 73326 75529