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MF_152584

TRUSTMF Flexi Cap Fund-Direct Plan- Growth

Equity Scheme - Flexi Cap Fund

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End Amount
₹12,315.37
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.67%
MF_152584 Return
Benchmark CAGR
2.02%
Nifty 50
Inflation Adj. CAGR
4.56%
Real Annualized Return
Alpha
0.08
Excess Return vs Benchmark
Beta
0.94
Volatility vs Benchmark
Sharpe Ratio
0.27
Risk-Adjusted Return
Sortino Ratio
0.37
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 63% 32% 21%
60 days 64% 23% 14%
90 days 66% 18% 13%
180 days 54% 16% 7%
1Yr 49% 8% 4%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period TRUSTMF Flexi Cap Fund-Direct Plan- Growth Nifty 50
30 days -11.1% | -66.6% | 14.4% | 178.8% 26.6% | -60.0% | 7.2% | 112.0%
60 days -28.2% | -56.2% | 16.1% | 96.0% -23.0% | -43.2% | 2.1% | 82.5%
90 days -9.3% | -47.0% | 9.2% | 69.9% -25.0% | -35.2% | 1.8% | 57.0%
1 Year 3.6% | -4.5% | 4.2% | 13.0% -10.0% | -10.4% | 2.3% | 13.7%
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. 24, 2024 Dec. 3, 2024 70 days 7% Nifty 50: 10% 12116 11297 12275
Dec. 16, 2024 July 31, 2026 592 days 19% Nifty 50: 10% 12425 10080 12425
Aug. 26, 2026 Oct. 30, 2026 65 days 9% Nifty 50: 8% 13074 11936 12315