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MF_149368

HDFC Multi Cap Fund - Growth Option - Direct Plan

Equity Scheme - Multi Cap Fund

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End Amount
₹18,457.55
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.35%
MF_149368 Return
Benchmark CAGR
7.04%
Nifty 50
Inflation Adj. CAGR
8.56%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
1.06
Volatility vs Benchmark
Sharpe Ratio
0.55
Risk-Adjusted Return
Sortino Ratio
0.89
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 65% 27% 16%
60 days 70% 19% 10%
90 days 73% 17% 9%
180 days 78% 14% 7%
1Yr 76% 12% 3%
3Yr 100% 8% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HDFC Multi Cap Fund - Growth Option - Direct Plan Nifty 50
30 days -25.6% | -65.0% | 18.8% | 196.5% 26.6% | -59.4% | 8.9% | 163.7%
60 days -39.0% | -47.1% | 15.1% | 125.5% -23.0% | -41.6% | 7.6% | 94.4%
90 days -31.0% | -37.9% | 16.2% | 91.6% -25.0% | -32.4% | 11.2% | 61.4%
1 Year -9.6% | -5.0% | 12.6% | 52.1% -10.0% | -6.9% | 9.7% | 31.0%
3 Years 10.3% | 10.1% | 21.0% | 29.0% 7.7% | 6.2% | 12.7% | 18.1%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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
Jan. 17, 2022 Aug. 17, 2022 212 days 17% Nifty 50: 16% 10662 8886 10699
Sept. 15, 2022 Nov. 1, 2022 47 days 6% Nifty 50: 6% 11069 10448 11069
Dec. 14, 2022 May 4, 2023 141 days 8% Nifty 50: 9% 11559 10687 11645
Sept. 11, 2023 Nov. 14, 2023 64 days 5% Nifty 50: 6% 14311 13547 14454
March 4, 2024 April 2, 2024 29 days 6% Nifty 50: 3% 16851 15903 16893
July 31, 2024 Aug. 27, 2024 27 days 5% Nifty 50: 4% 20188 19162 20231
Sept. 27, 2024 Oct. 30, 2026 763 days 20% Nifty 50: 15% 20834 16625 18458