Compare Mutual Funds
HDFC Floating Rate Debt Fund - Direct PlanVS
WhiteOak Capital Mid Cap Fund - Direct Plan1Y
Returns
If invested ₹1000, on 4 Jun 2024
Include (NIFTY 50)
CAGR
9.59 %
24.35 %
Sharpe
16.76
1.19
Max Drawdown
-0.08 %
-19.33 %
General Information
Category
Debt
Equity
Sub-category
Floater
Mid Cap
Risk
Low to Moderate
Very High
NAV (Daily Updated)
₹ 50.92
₹ 19.34
Volatility
0.58%
22.25%
Expense Ratio
0.26
0.42
Exit Load
No Exit Load
• 1% for 30 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
3.71% lower
11.06% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
7.74 %
22.26 %
Sharpe
10.07
1.10
Max Drawdown
-0.63 %
-17.68 %
