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MF_152094

Edelweiss Multi Cap Fund - Direct Plan - Growth

Equity Scheme - Multi Cap Fund

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End Amount
₹15,314.32
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.25%
MF_152094 Return
Benchmark CAGR
7.62%
Nifty 50
Inflation Adj. CAGR
11.01%
Real Annualized Return
Alpha
0.09
Excess Return vs Benchmark
Beta
1.13
Volatility vs Benchmark
Sharpe Ratio
0.63
Risk-Adjusted Return
Sortino Ratio
0.97
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 69% 30% 17%
60 days 73% 21% 12%
90 days 73% 18% 11%
180 days 72% 15% 8%
1Yr 70% 8% 4%
3Yr 100% 8% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Edelweiss Multi Cap Fund - Direct Plan - Growth Nifty 50
30 days -19.7% | -66.9% | 21.8% | 201.2% 26.6% | -58.6% | 10.2% | 150.1%
60 days -41.7% | -55.1% | 17.4% | 121.2% -23.0% | -42.1% | 7.4% | 88.1%
90 days -26.3% | -43.8% | 15.5% | 92.9% -25.0% | -32.9% | 8.0% | 59.7%
1 Year -2.0% | -3.8% | 6.8% | 42.5% -10.0% | -9.5% | 5.2% | 23.2%
3 Years 15.4% | 15.4% | 15.4% | 15.5% 7.7% | 7.5% | 7.6% | 7.7%
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
March 4, 2024 April 1, 2024 28 days 5% Nifty 50: 3% 12450 11813 12532
July 31, 2024 Aug. 20, 2024 20 days 5% Nifty 50: 4% 14980 14224 15037
Sept. 24, 2024 July 2, 2026 646 days 20% Nifty 50: 15% 16023 12788 16081
Aug. 31, 2026 Oct. 30, 2026 60 days 11% Nifty 50: 8% 16734 14957 15314