Compare Mutual Funds
HDFC Short Term Debt Fund - Direct PlanVS
Samco Active Momentum Fund - Direct Plan1Y
Returns
If invested ₹1000, on 24 May 2024
Include (NIFTY 50)
CAGR
10.05 %
3.18 %
Sharpe
12.32
0.17
Max Drawdown
-0.19 %
-16.52 %
General Information
Category
Debt
Equity
Sub-category
Short Duration
Thematic
Risk
Moderate
Very High
NAV (Daily Updated)
₹ 33.04
₹ 14.00
Volatility
0.81%
21.44%
Expense Ratio
0.40
0.87
Exit Load
• 0.25% for 30 days
• 1% for 365 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
1.76% higher
5.11% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
7.48 %
0.77 %
Sharpe
7.41
0.04
Max Drawdown
-1.32 %
-14.82 %
