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MF_130498

HDFC Large & Mid Cap Fund - Growth Option - Direct Plan

Equity Schemes - Large & Mid Cap Fund

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End Amount
₹42,001.70
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.33%
MF_130498 Return
Benchmark CAGR
10.72%
Nifty 50
Inflation Adj. CAGR
7.28%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
1.05
Volatility vs Benchmark
Sharpe Ratio
0.43
Risk-Adjusted Return
Sortino Ratio
0.63
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 53% 26% 16%
60 days 54% 16% 10%
90 days 54% 13% 8%
180 days 52% 10% 5%
1Yr 50% 9% 4%
3Yr 57% 7% 4%
5Yr 53% 6% 2%
7Yr 67% 3% 1%
10Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HDFC Large & Mid Cap Fund - Growth Option - Direct Plan Nifty 50
30 days -19.3% | -63.9% | 18.6% | 221.8% 26.6% | -61.9% | 13.9% | 172.2%
60 days -38.8% | -49.6% | 17.3% | 142.1% -23.0% | -46.7% | 16.3% | 118.0%
90 days -30.0% | -43.7% | 15.5% | 114.0% -25.0% | -39.1% | 14.7% | 103.6%
1 Year -7.0% | -18.3% | 8.8% | 73.5% -10.0% | -15.7% | 10.9% | 57.0%
3 Years 12.1% | -3.1% | 16.5% | 32.9% 7.7% | 2.4% | 13.8% | 24.4%
5 Years 12.0% | 0.1% | 14.8% | 30.2% 6.4% | 3.8% | 13.9% | 21.9%
7 Years 16.8% | 10.1% | 16.7% | 19.7% 11.2% | 11.0% | 13.8% | 15.9%
10 Years 14.1% | 12.8% | 15.1% | 16.9% 11.7% | 11.3% | 13.0% | 14.8%
Periods of Negative Return (Drawdowns) 16 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 8, 2014 Oct. 31, 2014 53 days 6% Nifty 50: 5% 10693 10090 10821
Nov. 28, 2014 Jan. 21, 2015 54 days 7% Nifty 50: 6% 11260 10518 11335
Jan. 27, 2015 Feb. 28, 2015 32 days 6% Nifty 50: 4% 11603 10929 11624
March 3, 2015 Feb. 22, 2017 722 days 24% Nifty 50: 22% 11656 8837 11758
Aug. 7, 2017 Oct. 25, 2017 79 days 6% Nifty 50: 3% 13310 12504 13504
Jan. 23, 2018 Jan. 14, 2020 721 days 15% Nifty 50: 9% 14518 12410 14577
Jan. 17, 2020 Nov. 21, 2020 309 days 39% Nifty 50: 38% 14696 8893 14727
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 17130 16090 17200
March 3, 2021 May 18, 2021 76 days 8% Nifty 50: 6% 19006 17493 19096
Oct. 18, 2021 Sept. 9, 2022 326 days 17% Nifty 50: 16% 24804 20551 24884
Sept. 13, 2022 Nov. 5, 2022 53 days 7% Nifty 50: 7% 25266 23583 25289
Dec. 5, 2022 May 13, 2023 159 days 9% Nifty 50: 9% 25986 23528 26028
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 31430 29406 31446
Sept. 27, 2024 Jan. 2, 2026 462 days 19% Nifty 50: 15% 45271 36802 45387
Jan. 2, 2026 Aug. 1, 2026 211 days 15% Nifty 50: 15% 45387 38545 45863
Aug. 3, 2026 Oct. 30, 2026 88 days 10% Nifty 50: 10% 45863 41073 42002