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MF_152783

BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH

Equity Scheme - Large Cap Fund

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End Amount
₹9,929.47
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
-0.32%
MF_152783 Return
Benchmark CAGR
-2.27%
Nifty 50
Inflation Adj. CAGR
-4.30%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.08
Volatility vs Benchmark
Sharpe Ratio
-0.38
Risk-Adjusted Return
Sortino Ratio
-0.48
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% 10% 9%
60 days 66% 6% 5%
90 days 68% 6% 4%
180 days 68% 5% 3%
1Yr 69% 5% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH Nifty 50
30 days 5.0% | -62.1% | 8.5% | 108.9% 26.6% | -63.8% | 3.0% | 102.5%
60 days -29.0% | -42.0% | 0.0% | 70.3% -23.0% | -44.8% | -2.3% | 73.1%
90 days -25.1% | -36.9% | 1.2% | 57.4% -25.0% | -38.7% | -1.6% | 55.6%
1 Year -4.5% | -5.2% | 4.3% | 16.4% -10.0% | -10.5% | 0.5% | 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. 26, 2024 Nov. 14, 2025 414 days 17% Nifty 50: 15% 10481 8705 10490
Jan. 2, 2026 Aug. 1, 2026 211 days 12% Nifty 50: 15% 10644 9319 10662
Aug. 3, 2026 Oct. 30, 2026 88 days 9% Nifty 50: 10% 10662 9674 9929