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MF_151232

Tata Multicap Fund - Direct Plan - Growth

Equity Scheme - Multi Cap Fund

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End Amount
₹14,973.09
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.45%
MF_151232 Return
Benchmark CAGR
8.32%
Nifty 50
Inflation Adj. CAGR
7.13%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.01
Volatility vs Benchmark
Sharpe Ratio
0.50
Risk-Adjusted Return
Sortino Ratio
0.76
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 62% 24% 19%
60 days 64% 17% 12%
90 days 64% 15% 10%
180 days 69% 11% 9%
1Yr 58% 7% 5%
3Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Tata Multicap Fund - Direct Plan - Growth Nifty 50
30 days -18.6% | -65.2% | 19.0% | 176.1% 26.6% | -54.0% | 11.4% | 145.9%
60 days -35.1% | -52.1% | 18.0% | 102.5% -23.0% | -41.3% | 10.8% | 88.0%
90 days -28.7% | -41.6% | 16.6% | 79.5% -25.0% | -32.2% | 12.4% | 59.7%
1 Year -0.8% | -6.2% | 9.7% | 35.7% -10.0% | -8.6% | 8.9% | 31.3%
3 Years 9.4% | 8.8% | 13.2% | 15.8% 7.7% | 5.9% | 9.3% | 14.8%
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) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 10, 2023 April 29, 2023 78 days 6% Nifty 50: 5% 10014 9433 10022
Sept. 11, 2023 Nov. 29, 2023 79 days 5% Nifty 50: 6% 11876 11252 11962
Feb. 7, 2024 April 2, 2024 55 days 5% Nifty 50: 1% 13114 12404 13123
July 31, 2024 Aug. 27, 2024 27 days 5% Nifty 50: 4% 15238 14411 15253
Sept. 27, 2024 June 17, 2026 628 days 22% Nifty 50: 15% 15735 12211 15810
Aug. 7, 2026 Oct. 30, 2026 84 days 10% Nifty 50: 9% 16334 14662 14973