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MF_152821

ITI Large & Midcap Fund - Direct Plan - Growth

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹9,623.99
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
-1.78%
MF_152821 Return
Benchmark CAGR
-3.30%
Nifty 50
Inflation Adj. CAGR
-5.74%
Real Annualized Return
Alpha
0.08
Excess Return vs Benchmark
Beta
1.22
Volatility vs Benchmark
Sharpe Ratio
-0.22
Risk-Adjusted Return
Sortino Ratio
-0.31
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 57% 39% 20%
60 days 56% 26% 15%
90 days 52% 23% 13%
180 days 52% 15% 9%
1Yr 50% 6% 5%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period ITI Large & Midcap Fund - Direct Plan - Growth Nifty 50
30 days -39.4% | -71.7% | 6.5% | 238.0% 26.6% | -64.3% | 3.0% | 104.5%
60 days -35.6% | -56.9% | 4.1% | 108.1% -23.0% | -44.8% | -1.2% | 74.1%
90 days -22.9% | -50.9% | 1.3% | 97.6% -25.0% | -38.8% | -0.2% | 56.2%
1 Year -4.2% | -6.5% | 2.1% | 12.0% -10.0% | -10.6% | 0.7% | 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. 24, 2024 Dec. 3, 2024 70 days 8% Nifty 50: 10% 10161 9338 10238
Dec. 11, 2024 Aug. 1, 2026 598 days 20% Nifty 50: 10% 10261 8190 10262
Sept. 23, 2026 Oct. 30, 2026 37 days 11% Nifty 50: 5% 10542 9385 9624