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MF_153644

TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH

Equity Scheme - Multi Cap Fund

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End Amount
₹11,487.03
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.57%
MF_153644 Return
Benchmark CAGR
-4.72%
Nifty 50
Inflation Adj. CAGR
6.77%
Real Annualized Return
Alpha
0.23
Excess Return vs Benchmark
Beta
1.17
Volatility vs Benchmark
Sharpe Ratio
0.49
Risk-Adjusted Return
Sortino Ratio
0.82
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 76% 39% 14%
60 days 77% 33% 8%
90 days 77% 32% 5%
180 days 95% 26% 2%
1Yr 100% 22% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH Nifty 50
30 days -21.4% | -67.2% | 20.0% | 270.2% 26.6% | -73.0% | 5.0% | 100.3%
60 days -34.5% | -39.1% | 16.9% | 120.3% -23.0% | -47.8% | 0.0% | 46.4%
90 days -11.1% | -32.0% | 16.0% | 114.2% -25.0% | -41.5% | -2.3% | 30.8%
1 Year 9.5% | 7.4% | 17.6% | 22.9% -10.0% | -11.5% | -5.6% | 1.4%
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) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Nov. 17, 2025 May 6, 2026 170 days 13% Nifty 50: 14% 10739 9371 10848
Aug. 31, 2026 Oct. 30, 2026 60 days 10% Nifty 50: 8% 12315 11098 11487