Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_154063

Groww Small Cap Fund-Direct-Growth

Equity Schemes - Small Cap Fund

Back to Home
End Amount
₹12,057.06
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
28.77%
MF_154063 Return
Benchmark CAGR
-9.69%
Nifty 50
Inflation Adj. CAGR
23.23%
Real Annualized Return
Alpha
0.70
Excess Return vs Benchmark
Beta
1.46
Volatility vs Benchmark
Sharpe Ratio
1.46
Risk-Adjusted Return
Sortino Ratio
3.83
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 93% 93% 36%
60 days 97% 72% 5%
90 days 100% 68% 0%
180 days 100% 67% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Groww Small Cap Fund-Direct-Growth Nifty 50
30 days -56.8% | -65.9% | 38.0% | 562.2% 26.6% | -75.0% | -7.4% | 112.1%
60 days -36.2% | -31.2% | 62.3% | 174.9% -23.0% | -44.8% | -3.8% | 46.5%
90 days -2.2% | 0.5% | 55.5% | 156.0% -25.0% | -28.5% | -2.9% | 33.3%
1 Year 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 11, 2026 April 10, 2026 58 days 10% Nifty 50: 14% 10219 9210 10305
May 7, 2026 June 13, 2026 37 days 6% Nifty 50: 5% 11387 10710 11390
Sept. 23, 2026 Oct. 30, 2026 37 days 11% Nifty 50: 5% 13184 11761 12057