Compare Mutual Funds
Aditya Birla Sun Life PSU Equity Fund - Direct PlanVS
Sundaram Banking & PSU Fund - Direct Plan1Y
3Y
5Y
Returns
If invested ₹1000, on 29 May 2024
Include (NIFTY 50)
CAGR
-3.85 %
10.00 %
Sharpe
-0.15
10.33
Max Drawdown
-26.83 %
-0.21 %
General Information
Category
Equity
Debt
Sub-category
Thematic-PSU
Banking and PSU
Risk
Very High
Moderate
NAV (Daily Updated)
₹ 36.08
₹ 43.77
Volatility
31.27%
0.96%
Expense Ratio
0.53
0.27
Exit Load
• 1% for 30 days
• 1% for 90 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
14.30% lower
0.46% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
-6.04 %
7.49 %
Sharpe
-0.23
6.60
Max Drawdown
-27.65 %
-1.38 %
