Compare Mutual Funds
HSBC Aggressive Hybrid Fund - Direct PlanVS
Samco Active Momentum Fund - Direct Plan1Y
Returns
If invested ₹1000, on 24 May 2024
Include (NIFTY 50)
CAGR
5.04 %
3.18 %
Sharpe
0.28
0.16
Max Drawdown
-19.59 %
-16.52 %
General Information
Category
Hybrid
Equity
Sub-category
Aggressive Hybrid
Thematic
Risk
Very High
Very High
NAV (Daily Updated)
₹ 60.31
₹ 14.00
Volatility
19.54%
21.44%
Expense Ratio
0.83
0.87
Exit Load
• 1% for 365 days
• 1% for 365 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
3.25% lower
5.11% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
2.59 %
0.77 %
Sharpe
0.15
0.04
Max Drawdown
-18.16 %
-14.82 %
