Compare Mutual Funds

VS

1Y
3Y
5Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
9.06 %
14.43 %
Sharpe
1.00
0.88
Max Drawdown
-8.11 %
-13.45 %
General Information
Category
Hybrid
Hybrid
Sub-category
Dynamic Asset Allocation
Aggressive Hybrid
Risk
Very High
Very High
NAV (Daily Updated)
₹ 27.51
₹ 28.18
Volatility
9.08%
16.50%
Expense Ratio
0.74
0.97
Exit Load
• 0.5% for 90 days
• 1% for 365 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
0.50% lower
4.87% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
6.51 %
11.76 %
Sharpe
0.73
0.73
Max Drawdown
-6.98 %
-12.73 %