Compare Mutual Funds
HSBC Aggressive Hybrid Fund - Direct PlanVS
Helios Balanced Advantage Fund - Direct Plan1Y
Returns
If invested ₹1000, on 24 May 2024
Include (NIFTY 50)
CAGR
5.04 %
5.68 %
Sharpe
0.28
0.49
Max Drawdown
-19.59 %
-11.05 %
General Information
Category
Hybrid
Hybrid
Sub-category
Aggressive Hybrid
Dynamic Asset Allocation
Risk
Very High
Very High
NAV (Daily Updated)
₹ 60.31
₹ 11.20
Volatility
19.54%
12.08%
Expense Ratio
0.83
0.89
Exit Load
• 1% for 365 days
• 1% for 90 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
3.25% lower
2.61% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
2.59 %
3.21 %
Sharpe
0.15
0.28
Max Drawdown
-18.16 %
-9.47 %
