Compare Mutual Funds
JM Midcap Fund - Regular PlanVS
Motilal Oswal Nifty 5 year Benchmark G-Sec ETF1Y
Returns
If invested ₹1000, on 22 May 2024
Include (NIFTY 50)
CAGR
2.20 %
11.19 %
Sharpe
0.11
7.22
Max Drawdown
-23.08 %
-0.38 %
General Information
Category
Equity
Debt
Sub-category
Mid Cap
Gilt
Risk
Very High
Moderate
NAV (Daily Updated)
₹ 18.42
₹ 61.73
Volatility
23.32%
1.54%
Expense Ratio
2.06
0.24
Exit Load
• 1% for 180 days
No Exit Load
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
7.06% lower
1.93% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
-0.20 %
8.58 %
Sharpe
-0.01
5.15
Max Drawdown
-22.49 %
-1.35 %
