Compare Mutual Funds
Axis Small Cap Fund - Direct PlanVS
UTI Nifty Next 50 Index Fund - Direct Plan1Y
3Y
5Y
Returns
If invested ₹1000, on 4 Jun 2024
Include (NIFTY 50)
CAGR
18.37 %
4.56 %
Sharpe
1.00
0.22
Max Drawdown
-19.43 %
-26.45 %
General Information
Category
Equity
Equity
Sub-category
Small Cap
Large Cap
Risk
Very High
Very High
NAV (Daily Updated)
₹ 120.56
₹ 24.54
Volatility
19.52%
25.87%
Expense Ratio
0.55
0.34
Exit Load
• 1% for 365 days
No Exit Load
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
5.07% higher
8.74% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
16.38 %
2.80 %
Sharpe
0.90
0.14
Max Drawdown
-18.82 %
-25.82 %
