Compare Mutual Funds
DSP Low Duration Fund - Direct PlanVS
Tata Resources & Energy Fund - Direct Plan1Y
3Y
5Y
Returns
If invested ₹1000, on 28 May 2024
Include (NIFTY 50)
CAGR
8.34 %
5.52 %
Sharpe
20.65
0.25
Max Drawdown
-0.05 %
-20.12 %
General Information
Category
Debt
Equity
Sub-category
Low Duration
Thematic-Energy
Risk
Low to Moderate
Very High
NAV (Daily Updated)
₹ 20.39
₹ 51.60
Volatility
0.40%
25.03%
Expense Ratio
0.30
0.55
Exit Load
No Exit Load
• 0.25% for 30 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
1.22% lower
4.05% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
5.86 %
3.10 %
Sharpe
8.20
0.14
Max Drawdown
-1.52 %
-19.37 %
