Compare Mutual Funds
HDFC Short Term Debt Fund - Direct PlanVS
UTI BSE Low Volatility Index Fund - Direct Plan1Y
3Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
10.03 %
4.10 %
Sharpe
12.30
0.34
Max Drawdown
-0.19 %
-18.22 %
General Information
Category
Debt
Equity
Sub-category
Short Duration
Large & MidCap
Risk
Moderate
Very High
NAV (Daily Updated)
₹ 33.07
₹ 16.65
Volatility
0.81%
13.16%
Expense Ratio
0.40
0.45
Exit Load
• 0.25% for 30 days
No Exit Load
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
0.07% lower
5.99% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
7.49 %
1.70 %
Sharpe
7.42
0.14
Max Drawdown
-1.32 %
-17.50 %
