Compare Mutual Funds

VS

1Y
3Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
8.81 %
9.97 %
Sharpe
0.53
0.62
Max Drawdown
-18.14 %
-15.51 %
General Information
Category
Equity
Equity
Sub-category
Thematic
Large Cap
Risk
Very High
Very High
NAV (Daily Updated)
₹ 14.86
₹ 21.47
Volatility
17.68%
16.86%
Expense Ratio
2.14
0.11
Exit Load
• 1% for 30 days
• 1% for 15 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
1.32% lower
0.15% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
6.29 %
7.43 %
Sharpe
0.38
0.47
Max Drawdown
-17.43 %
-14.79 %