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MF_151895

Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth

Equity Scheme - Flexi Cap Fund

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End Amount
₹15,590.50
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.85%
MF_151895 Return
Benchmark CAGR
6.61%
Nifty 50
Inflation Adj. CAGR
10.54%
Real Annualized Return
Alpha
0.09
Excess Return vs Benchmark
Beta
1.02
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 67% 29% 21%
60 days 70% 21% 12%
90 days 72% 19% 9%
180 days 73% 15% 4%
1Yr 90% 8% 2%
3Yr 100% 9% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth Nifty 50
30 days -8.1% | -60.1% | 19.0% | 175.1% 26.6% | -57.4% | 9.3% | 148.8%
60 days -31.7% | -43.5% | 19.7% | 105.4% -23.0% | -41.7% | 7.5% | 91.1%
90 days -20.4% | -37.6% | 19.5% | 92.3% -25.0% | -32.9% | 10.0% | 59.7%
1 Year -0.1% | 0.3% | 10.0% | 46.7% -10.0% | -9.1% | 6.4% | 31.1%
3 Years 15.8% | 14.9% | 16.3% | 18.3% 7.7% | 5.5% | 7.0% | 9.2%
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) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 27, 2024 June 28, 2025 274 days 18% Nifty 50: 15% 15192 12530 15207
Nov. 17, 2025 June 17, 2026 212 days 14% Nifty 50: 14% 15700 13535 15713
Aug. 31, 2026 Oct. 30, 2026 60 days 9% Nifty 50: 8% 16601 15107 15590