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MF_149094

Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option

Equity Scheme - Flexi Cap Fund

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End Amount
₹16,621.64
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.26%
MF_149094 Return
Benchmark CAGR
7.79%
Nifty 50
Inflation Adj. CAGR
5.46%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.03
Volatility vs Benchmark
Sharpe Ratio
0.34
Risk-Adjusted Return
Sortino Ratio
0.51
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% 22% 17%
60 days 64% 14% 11%
90 days 61% 13% 8%
180 days 59% 11% 6%
1Yr 59% 8% 3%
3Yr 100% 4% 0%
5Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option Nifty 50
30 days -24.7% | -65.2% | 15.8% | 185.1% 26.6% | -58.8% | 9.0% | 163.3%
60 days -40.1% | -47.9% | 11.0% | 104.6% -23.0% | -41.6% | 7.2% | 94.5%
90 days -29.3% | -37.4% | 9.8% | 78.7% -25.0% | -31.8% | 8.8% | 60.8%
1 Year -7.6% | -4.4% | 7.1% | 43.7% -10.0% | -6.9% | 9.0% | 30.9%
3 Years 9.1% | 9.0% | 16.6% | 21.5% 7.7% | 6.3% | 12.9% | 18.1%
5 Years 9.0% | 8.7% | 10.3% | 12.8% 6.4% | 5.6% | 6.8% | 9.3%
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) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Nov. 12, 2021 Jan. 8, 2022 57 days 8% Nifty 50: 8% 11100 10198 11226
Jan. 17, 2022 June 3, 2023 502 days 19% Nifty 50: 16% 11490 9342 11510
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 13270 12534 13374
Sept. 23, 2024 Oct. 30, 2026 767 days 20% Nifty 50: 15% 18585 14906 16622