Compare Mutual Funds
Axis Small Cap Fund - Direct PlanVS
UTI Nifty 50 Index Fund - Direct Plan1Y
3Y
5Y
Returns
If invested ₹1000, on 4 Jun 2024
Include (NIFTY 50)
CAGR
18.37 %
13.11 %
Sharpe
1.00
0.90
Max Drawdown
-19.43 %
-15.51 %
General Information
Category
Equity
Equity
Sub-category
Small Cap
Large Cap
Risk
Very High
Very High
NAV (Daily Updated)
₹ 120.56
₹ 170.39
Volatility
19.52%
16.81%
Expense Ratio
0.55
0.19
Exit Load
• 1% for 365 days
• 1% for 15 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
5.07% higher
0.19% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
16.38 %
11.20 %
Sharpe
0.90
0.78
Max Drawdown
-18.82 %
-14.79 %
