Compare Mutual Funds
HSBC Midcap FundVS
Motilal Oswal Nifty Smallcap 250 Index Fund - Direct Plan1Y
3Y
5Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
6.03 %
4.58 %
Sharpe
0.24
0.20
Max Drawdown
-26.12 %
-26.16 %
General Information
Category
Equity
Equity
Sub-category
Mid Cap
Small Cap
Risk
Very High
Very High
NAV (Daily Updated)
₹ 370.73
₹ 37.14
Volatility
28.04%
26.35%
Expense Ratio
1.73
0.33
Exit Load
• 1% for 365 days
• 1% for 15 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
4.07% lower
5.52% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
3.58 %
2.17 %
Sharpe
0.15
0.09
Max Drawdown
-24.82 %
-25.61 %
