Compare Mutual Funds
Kotak Equity Hybrid Fund - Direct PlanVS
Quantum Equity FoF - Direct Plan1Y
3Y
5Y
Returns
If invested ₹1000, on 24 May 2024
Include (NIFTY 50)
CAGR
9.88 %
9.21 %
Sharpe
0.69
0.57
Max Drawdown
-14.59 %
-16.75 %
General Information
Category
Hybrid
Equity
Sub-category
Aggressive Hybrid
Flexi Cap
Risk
Very High
Very High
NAV (Daily Updated)
₹ 70.71
₹ 83.42
Volatility
14.90%
17.12%
Expense Ratio
0.48
0.51
Exit Load
• 1% for 365 days
• 1% for 365 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
1.60% higher
0.93% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
7.32 %
6.67 %
Sharpe
0.52
0.42
Max Drawdown
-13.86 %
-16.07 %
