Compare Mutual Funds
HDFC Balanced Advantage Fund - Direct PlanVS
Zerodha Nifty Large Midcap 250 Index Fund - Direct Plan1Y
Returns
If invested ₹1000, on 4 Jun 2024
Include (NIFTY 50)
CAGR
11.56 %
13.77 %
Sharpe
1.24
0.81
Max Drawdown
-9.39 %
-18.75 %
General Information
Category
Hybrid
Equity
Sub-category
Dynamic Asset Allocation
Large & MidCap
Risk
Very High
Very High
NAV (Daily Updated)
₹ 554.34
₹ 13.60
Volatility
12.02%
19.72%
Expense Ratio
0.77
0.28
Exit Load
• 1% for 365 days
No Exit Load
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
1.74% lower
0.47% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
9.68 %
11.86 %
Sharpe
1.06
0.71
Max Drawdown
-8.61 %
-18.08 %
