Compare Mutual Funds
HSBC Midcap Fund - Direct PlanVS
Kotak NIFTY India Consumption ETF1Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
6.48 %
8.73 %
Sharpe
0.26
0.53
Max Drawdown
-25.96 %
-21.88 %
General Information
Category
Equity
Equity
Sub-category
Mid Cap
Thematic-Consumption
Risk
Very High
Very High
NAV (Daily Updated)
₹ 415.49
₹ 117.23
Volatility
27.98%
17.24%
Expense Ratio
0.68
0.10
Exit Load
• 1% for 365 days
No Exit Load
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
3.08% lower
0.83% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
4.00 %
6.19 %
Sharpe
0.16
0.38
Max Drawdown
-24.66 %
-21.23 %
