Compare Mutual Funds
HDFC Short Term Debt Fund - Direct PlanVS
Quantum Long Term Equity Value Fund - Direct Plan1Y
3Y
5Y
Returns
If invested ₹1000, on 24 May 2024
Include (NIFTY 50)
CAGR
10.05 %
10.57 %
Sharpe
12.32
0.76
Max Drawdown
-0.19 %
-13.69 %
General Information
Category
Debt
Equity
Sub-category
Short Duration
Value Oriented
Risk
Moderate
Very High
NAV (Daily Updated)
₹ 33.04
₹ 129.83
Volatility
0.81%
14.85%
Expense Ratio
0.40
1.10
Exit Load
• 0.25% for 30 days
• 2% for 365 days
• 1% for 730 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
1.76% higher
2.29% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
7.48 %
7.99 %
Sharpe
7.41
0.58
Max Drawdown
-1.32 %
-12.76 %
