Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_148053

Tata Multi Asset Allocation Fund-Direct Plan-Growth

Hybrid Scheme - Multi Asset Allocation

Back to Home
End Amount
₹27,940.37
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.74%
MF_148053 Return
Benchmark CAGR
15.49%
Nifty 50
Inflation Adj. CAGR
11.37%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
0.61
Volatility vs Benchmark
Sharpe Ratio
1.22
Risk-Adjusted Return
Sortino Ratio
2.25
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% 15% 39%
60 days 55% 12% 23%
90 days 56% 9% 17%
180 days 61% 7% 10%
1Yr 69% 5% 6%
3Yr 82% 3% 2%
5Yr 79% 3% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Tata Multi Asset Allocation Fund-Direct Plan-Growth Nifty 50
30 days -21.2% | -40.5% | 21.0% | 111.8% 26.6% | -55.0% | 15.5% | 217.5%
60 days -31.8% | -28.1% | 19.0% | 81.3% -23.0% | -40.3% | 16.2% | 144.2%
90 days -24.0% | -20.8% | 21.1% | 75.3% -25.0% | -30.5% | 17.2% | 122.9%
1 Year -2.1% | 3.8% | 15.0% | 45.5% -10.0% | -6.1% | 11.6% | 63.1%
3 Years 12.0% | 12.4% | 17.0% | 23.0% 7.7% | 6.7% | 14.7% | 27.2%
5 Years 10.8% | 11.0% | 17.0% | 21.7% 6.4% | 5.9% | 14.5% | 24.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
March 13, 2020 April 30, 2020 48 days 14% Nifty 50: 23% 10202 8822 10308
April 30, 2020 May 30, 2020 30 days 6% Nifty 50: 11% 10308 9736 10326
Jan. 17, 2022 April 2, 2022 75 days 7% Nifty 50: 13% 17215 16083 17241
April 5, 2022 Aug. 13, 2022 130 days 9% Nifty 50: 14% 17244 15690 17249
Sept. 26, 2024 May 15, 2025 231 days 9% Nifty 50: 15% 26189 23716 26288
Jan. 29, 2026 Aug. 1, 2026 184 days 10% Nifty 50: 12% 29812 26750 29892
Aug. 25, 2026 Oct. 30, 2026 66 days 8% Nifty 50: 9% 30097 27595 27940