Compare Mutual Funds
HDFC Short Term Debt Fund - Direct PlanVS
Shriram Balanced Advantage Fund - Direct Plan1Y
3Y
5Y
Returns
If invested ₹1000, on 24 May 2024
Include (NIFTY 50)
CAGR
10.05 %
-2.16 %
Sharpe
12.32
-0.18
Max Drawdown
-0.19 %
-13.66 %
General Information
Category
Debt
Hybrid
Sub-category
Short Duration
Dynamic Asset Allocation
Risk
Moderate
Very High
NAV (Daily Updated)
₹ 33.04
₹ 18.73
Volatility
0.81%
13.69%
Expense Ratio
0.40
0.78
Exit Load
• 0.25% for 30 days
• 1% for 90 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
1.76% higher
10.45% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
7.48 %
-4.44 %
Sharpe
7.41
-0.37
Max Drawdown
-1.32 %
-12.92 %
