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MF_120843

quant Flexi Cap Fund - Growth Option-Direct Plan

Equity Scheme - Flexi Cap Fund

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End Amount
₹96,275.36
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.81%
MF_120843 Return
Benchmark CAGR
11.59%
Nifty 50
Inflation Adj. CAGR
12.36%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
1.02
Volatility vs Benchmark
Sharpe Ratio
0.66
Risk-Adjusted Return
Sortino Ratio
1.12
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% 75% 30%
60 days 55% 46% 20%
90 days 57% 37% 16%
180 days 59% 28% 11%
1Yr 71% 19% 10%
3Yr 82% 11% 3%
5Yr 96% 8% 1%
7Yr 100% 8% 0%
10Yr 100% 8% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period quant Flexi Cap Fund - Growth Option-Direct Plan Nifty 50
30 days -33.9% | -71.3% | 23.1% | 330.6% 26.6% | -61.9% | 14.2% | 180.7%
60 days -29.6% | -55.5% | 19.5% | 225.3% -23.0% | -45.3% | 16.8% | 120.0%
90 days -25.8% | -45.4% | 18.1% | 190.8% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 3.0% | -13.3% | 14.3% | 105.8% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 14.8% | -0.7% | 19.3% | 40.7% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 13.2% | 6.2% | 21.2% | 37.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 23.4% | 12.1% | 21.0% | 25.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 18.3% | 18.4% | 20.4% | 26.0% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 20 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 9, 2013 April 10, 2014 456 days 35% Nifty 50: 11% 10064 6547 10191
June 9, 2014 July 1, 2014 22 days 6% Nifty 50: 2% 13929 13026 14111
July 2, 2014 Sept. 11, 2014 71 days 11% Nifty 50: 3% 14385 12865 14395
Sept. 11, 2014 Nov. 15, 2014 65 days 9% Nifty 50: 4% 14395 13040 14420
Dec. 4, 2014 Jan. 16, 2015 43 days 5% Nifty 50: 6% 15372 14550 15404
Feb. 2, 2015 July 11, 2015 159 days 9% Nifty 50: 9% 15472 14147 15545
July 23, 2015 June 29, 2016 342 days 19% Nifty 50: 19% 15805 12874 15844
Oct. 25, 2016 Feb. 1, 2017 99 days 11% Nifty 50: 9% 18040 16092 18083
Jan. 9, 2018 Aug. 8, 2020 942 days 41% Nifty 50: 26% 24994 14676 25658
Sept. 18, 2020 Nov. 7, 2020 50 days 7% Nifty 50: 6% 27717 25840 27751
Jan. 8, 2021 Feb. 10, 2021 33 days 6% Nifty 50: 5% 34077 31890 34213
Aug. 3, 2021 Sept. 3, 2021 31 days 8% Nifty 50: 0% 50517 46575 50565
Oct. 14, 2021 Jan. 13, 2022 91 days 10% Nifty 50: 9% 54079 48767 54250
Jan. 17, 2022 Sept. 3, 2022 229 days 18% Nifty 50: 16% 54538 44644 54849
Sept. 15, 2022 Nov. 5, 2022 51 days 7% Nifty 50: 6% 57781 53577 57858
Dec. 14, 2022 July 1, 2023 199 days 14% Nifty 50: 9% 60293 51880 60687
Sept. 11, 2023 Nov. 16, 2023 66 days 8% Nifty 50: 6% 67133 61989 67243
March 4, 2024 April 3, 2024 30 days 8% Nifty 50: 3% 88299 81034 88744
Sept. 27, 2024 Aug. 1, 2026 673 days 25% Nifty 50: 15% 103418 77867 103612
Aug. 10, 2026 Oct. 30, 2026 81 days 11% Nifty 50: 10% 104146 92268 96275