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_148921

Aditya Birla Sun Life Multi-Cap Fund-Direct Growth

Equity Scheme - Multi Cap Fund

Back to Home
End Amount
₹21,373.52
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.88%
MF_148921 Return
Benchmark CAGR
9.56%
Nifty 50
Inflation Adj. CAGR
9.76%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
0.94
Volatility vs Benchmark
Sharpe Ratio
0.63
Risk-Adjusted Return
Sortino Ratio
1.00
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 61% 26% 19%
60 days 63% 18% 11%
90 days 69% 14% 9%
180 days 62% 13% 5%
1Yr 67% 8% 3%
3Yr 100% 5% 0%
5Yr 100% 5% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Multi-Cap Fund-Direct Growth Nifty 50
30 days -30.6% | -65.3% | 22.1% | 170.8% 26.6% | -57.7% | 10.3% | 162.5%
60 days -36.9% | -46.0% | 18.3% | 99.7% -23.0% | -41.4% | 9.3% | 96.0%
90 days -17.6% | -36.1% | 15.4% | 80.4% -25.0% | -31.3% | 11.3% | 67.4%
1 Year 0.6% | -2.2% | 8.8% | 42.5% -10.0% | -6.8% | 8.7% | 30.6%
3 Years 14.1% | 13.2% | 18.0% | 22.5% 7.7% | 6.4% | 13.2% | 17.9%
5 Years 11.2% | 10.8% | 14.4% | 15.6% 6.4% | 5.6% | 9.5% | 11.0%
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) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Nov. 10, 2021 Jan. 14, 2022 65 days 9% Nifty 50: 8% 12974 11868 12984
Jan. 17, 2022 Dec. 13, 2022 330 days 17% Nifty 50: 16% 13014 10771 13014
Dec. 14, 2022 May 23, 2023 160 days 10% Nifty 50: 9% 13103 11838 13113
Sept. 11, 2023 Nov. 29, 2023 79 days 7% Nifty 50: 6% 15257 14249 15267
Sept. 24, 2024 June 18, 2026 632 days 20% Nifty 50: 15% 21542 17243 21551
Aug. 31, 2026 Oct. 30, 2026 60 days 11% Nifty 50: 8% 23053 20623 21374