Compare Mutual Funds

VS

1Y
3Y
5Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
12.49 %
20.70 %
Sharpe
0.69
1.68
Max Drawdown
-18.64 %
-10.96 %
General Information
Category
Equity
Equity
Sub-category
Value Oriented
Thematic
Risk
Very High
Very High
NAV (Daily Updated)
₹ 155.21
₹ 237.35
Volatility
19.44%
12.30%
Expense Ratio
0.55
0.30
Exit Load
• 1% for 365 days
• 1% for 365 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
2.36% higher
10.57% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
9.89 %
17.91 %
Sharpe
0.55
1.48
Max Drawdown
-18.03 %
-10.22 %