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MF_153239

Samco Large Cap Fund - Direct Plan - Growth Option

Equity Schemes - Large Cap Fund

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End Amount
₹8,908.91
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
-7.00%
MF_153239 Return
Benchmark CAGR
-0.02%
Nifty 50
Inflation Adj. CAGR
-11.01%
Real Annualized Return
Alpha
-0.11
Excess Return vs Benchmark
Beta
0.48
Volatility vs Benchmark
Sharpe Ratio
-1.52
Risk-Adjusted Return
Sortino Ratio
-1.62
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 34% 18% 29%
60 days 35% 14% 20%
90 days 30% 14% 17%
180 days 42% 6% 14%
1Yr 10% 1% 4%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Samco Large Cap Fund - Direct Plan - Growth Option Nifty 50
30 days 11.6% | -48.3% | -8.6% | 73.9% 26.6% | -68.0% | 7.8% | 126.3%
60 days -17.2% | -32.1% | -8.2% | 29.2% -23.0% | -45.9% | 2.0% | 51.6%
90 days -13.3% | -23.2% | -7.9% | 14.0% -25.0% | -41.2% | 1.9% | 47.2%
1 Year -8.7% | -11.4% | -7.0% | -3.6% -10.0% | -11.3% | -3.0% | 5.0%
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) 1 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
July 1, 2025 Oct. 30, 2026 486 days 17% Nifty 50: 12% 10250 8559 8909