Compare Mutual Funds
HDFC Short Term Debt Fund - Direct PlanVS
WhiteOak Capital Balanced Hybrid Fund - Direct Plan1Y
Returns
If invested ₹1000, on 24 May 2024
Include (NIFTY 50)
CAGR
10.05 %
11.73 %
Sharpe
12.32
1.23
Max Drawdown
-0.19 %
-8.29 %
General Information
Category
Debt
Hybrid
Sub-category
Short Duration
Balanced Hybrid
Risk
Moderate
Very High
NAV (Daily Updated)
₹ 33.04
₹ 12.98
Volatility
0.81%
9.83%
Expense Ratio
0.40
0.68
Exit Load
• 0.25% for 30 days
• 1% for 30 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
1.76% higher
3.45% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
7.48 %
9.13 %
Sharpe
7.41
0.97
Max Drawdown
-1.32 %
-7.54 %
