Compare Mutual Funds
HSBC Aggressive Hybrid Fund - Direct PlanVS
Taurus Ethical Fund - Direct Plan1Y
3Y
5Y
Returns
If invested ₹1000, on 4 Jun 2024
Include (NIFTY 50)
CAGR
12.58 %
7.13 %
Sharpe
0.76
0.46
Max Drawdown
-19.59 %
-20.62 %
General Information
Category
Hybrid
Equity
Sub-category
Aggressive Hybrid
Thematic
Risk
Very High
Very High
NAV (Daily Updated)
₹ 61.17
₹ 139.95
Volatility
19.52%
17.29%
Expense Ratio
0.82
0.97
Exit Load
• 1% for 365 days
• 1% for 365 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
0.72% lower
6.17% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
10.69 %
5.33 %
Sharpe
0.65
0.35
Max Drawdown
-18.16 %
-19.73 %
