Compare Mutual Funds

VS

1Y
3Y
5Y
Returns
If invested ₹1000, on 29 May 2024
Include (NIFTY 50)
CAGR
16.83 %
10.87 %
Sharpe
0.76
0.61
Max Drawdown
-20.06 %
-17.95 %
General Information
Category
Equity
Equity
Sub-category
Mid Cap
Large & MidCap
Risk
Very High
Very High
NAV (Daily Updated)
₹ 113.58
₹ 150.84
Volatility
23.21%
18.47%
Expense Ratio
0.40
0.57
Exit Load
• 1% for 90 days
• 1% for 365 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
6.38% higher
0.42% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
14.17 %
8.34 %
Sharpe
0.65
0.48
Max Drawdown
-18.64 %
-17.28 %