Compare Mutual Funds
Invesco India Focused Fund - Direct PlanVS
SBI Equity Minimum Variance Fund - Regular Plan1Y
3Y
Returns
If invested ₹1000, on 24 May 2024
Include (NIFTY 50)
CAGR
14.42 %
4.02 %
Sharpe
0.71
0.30
Max Drawdown
-17.53 %
-20.46 %
General Information
Category
Equity
Equity
Sub-category
Flexi Cap
Thematic
Risk
Very High
Very High
NAV (Daily Updated)
₹ 29.76
₹ 23.61
Volatility
21.44%
14.04%
Expense Ratio
0.63
0.75
Exit Load
• 1% for 365 days
• 0.5% for 15 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
6.13% higher
4.26% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
11.75 %
1.60 %
Sharpe
0.58
0.12
Max Drawdown
-16.06 %
-19.76 %
