Compare Mutual Funds
HSBC Midcap FundVS
Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct Plan1Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
6.03 %
17.18 %
Sharpe
0.24
0.70
Max Drawdown
-26.12 %
-16.45 %
General Information
Category
Equity
Equity
Sub-category
Mid Cap
Sectoral-Banking
Risk
Very High
Very High
NAV (Daily Updated)
₹ 370.73
₹ 16.85
Volatility
28.04%
25.79%
Expense Ratio
1.73
0.43
Exit Load
• 1% for 365 days
• 1% for 15 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
4.07% lower
7.08% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
3.58 %
14.47 %
Sharpe
0.15
0.60
Max Drawdown
-24.82 %
-16.37 %
