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MF_152408

Bajaj Finserv Large & Mid Cap Fund- Direct Plan- Growth

Equity Schemes - Large & Mid Cap Fund

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End Amount
₹12,023.36
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.15%
MF_152408 Return
Benchmark CAGR
3.03%
Nifty 50
Inflation Adj. CAGR
3.19%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
1.07
Volatility vs Benchmark
Sharpe Ratio
0.20
Risk-Adjusted Return
Sortino Ratio
0.28
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 66% 20% 15%
60 days 63% 15% 7%
90 days 68% 12% 7%
180 days 61% 9% 3%
1Yr 65% 4% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Bajaj Finserv Large & Mid Cap Fund- Direct Plan- Growth Nifty 50
30 days -19.8% | -57.8% | 15.3% | 160.5% 26.6% | -59.5% | 8.0% | 109.7%
60 days -37.0% | -43.3% | 9.8% | 104.3% -23.0% | -42.6% | 4.1% | 81.5%
90 days -28.1% | -38.6% | 6.1% | 81.4% -25.0% | -34.6% | 4.2% | 58.2%
1 Year -5.2% | -4.6% | 5.4% | 14.0% -10.0% | -10.2% | 2.6% | 13.6%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 27, 2024 Nov. 15, 2025 414 days 16% Nifty 50: 15% 12816 10740 12866
Jan. 2, 2026 Aug. 1, 2026 211 days 14% Nifty 50: 15% 13026 11163 13041
Aug. 10, 2026 Oct. 30, 2026 81 days 11% Nifty 50: 10% 13072 11655 12023