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MF_145110

Axis Large & Mid Cap Fund - Direct Plan - Growth

Equity Schemes - Large & Mid Cap Fund

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End Amount
₹37,125.75
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.78%
MF_145110 Return
Benchmark CAGR
12.18%
Nifty 50
Inflation Adj. CAGR
12.14%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
0.85
Volatility vs Benchmark
Sharpe Ratio
0.74
Risk-Adjusted Return
Sortino Ratio
1.13
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 60% 30% 29%
60 days 61% 22% 17%
90 days 63% 18% 13%
180 days 66% 15% 7%
1Yr 77% 10% 5%
3Yr 99% 6% 1%
5Yr 100% 6% 0%
7Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis Large & Mid Cap Fund - Direct Plan - Growth Nifty 50
30 days -11.1% | -67.2% | 21.8% | 229.1% 13.0% | -61.9% | 13.9% | 200.7%
60 days -32.6% | -54.4% | 21.7% | 139.7% -25.3% | -50.0% | 15.5% | 136.4%
90 days -14.4% | -47.3% | 22.3% | 110.8% -21.4% | -60.3% | 15.5% | 118.6%
1 Year -0.3% | -7.7% | 15.8% | 70.7% -11.1% | -18.5% | 10.8% | 60.8%
3 Years 14.8% | 14.2% | 20.8% | 30.4% 7.4% | 7.2% | 15.4% | 26.7%
5 Years 10.7% | 11.2% | 22.5% | 27.2% 6.3% | 6.3% | 15.9% | 23.3%
7 Years 17.5% | 17.5% | 19.4% | 20.5% 11.1% | 11.2% | 12.8% | 15.2%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 8 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 13, 2020 Aug. 22, 2020 191 days 32% Nifty 50: 37% 12934 8812 12964
Aug. 28, 2020 Nov. 3, 2020 67 days 7% Nifty 50: 7% 13134 12226 13144
Jan. 11, 2021 Feb. 4, 2021 24 days 6% Nifty 50: 6% 15878 14930 15898
Oct. 18, 2021 June 2, 2023 592 days 21% Nifty 50: 16% 23094 18184 23134
Sept. 11, 2023 Nov. 14, 2023 64 days 5% Nifty 50: 6% 25539 24242 25739
Sept. 24, 2024 Oct. 18, 2025 389 days 17% Nifty 50: 15% 36936 30599 36966
Oct. 29, 2025 May 27, 2026 210 days 12% Nifty 50: 14% 37236 32645 37255
Aug. 31, 2026 Oct. 29, 2026 59 days 9% Nifty 50: 8% 39611 35858 37126