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MF_150440

quant Large Cap Fund - Growth Option - Direct Plan

Equity Scheme - Large Cap Fund

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End Amount
₹16,150.96
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.03%
MF_150440 Return
Benchmark CAGR
7.65%
Nifty 50
Inflation Adj. CAGR
7.51%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
1.09
Volatility vs Benchmark
Sharpe Ratio
0.44
Risk-Adjusted Return
Sortino Ratio
0.70
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% 36% 19%
60 days 55% 25% 13%
90 days 55% 23% 11%
180 days 53% 20% 8%
1Yr 61% 13% 6%
3Yr 100% 5% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period quant Large Cap Fund - Growth Option - Direct Plan Nifty 50
30 days -9.9% | -59.5% | 19.1% | 204.7% 26.6% | -53.2% | 9.7% | 143.5%
60 days -20.4% | -44.8% | 16.0% | 144.2% -23.0% | -41.0% | 8.5% | 87.5%
90 days -22.7% | -39.5% | 15.4% | 121.8% -25.0% | -30.7% | 11.6% | 59.4%
1 Year -0.9% | -6.9% | 9.0% | 57.1% -10.0% | -7.8% | 10.0% | 31.1%
3 Years 13.5% | 12.6% | 16.1% | 18.9% 7.7% | 6.1% | 12.4% | 15.0%
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) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 15, 2022 June 28, 2023 286 days 14% Nifty 50: 6% 10535 9102 10592
Sept. 11, 2023 Nov. 25, 2023 75 days 8% Nifty 50: 6% 11679 10799 11738
Sept. 27, 2024 July 4, 2026 645 days 21% Nifty 50: 15% 16949 13372 16962
Aug. 3, 2026 Oct. 30, 2026 88 days 10% Nifty 50: 10% 17207 15471 16151