Compare Mutual Funds
Kotak Equity Hybrid Fund - Direct PlanVS
Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund - Direct Plan1Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
10.03 %
7.51 %
Sharpe
0.70
0.41
Max Drawdown
-14.59 %
-18.72 %
General Information
Category
Hybrid
Equity
Sub-category
Aggressive Hybrid
ELSS
Risk
Very High
Very High
NAV (Daily Updated)
₹ 70.71
₹ 13.58
Volatility
14.91%
19.79%
Expense Ratio
0.48
0.28
Exit Load
• 1% for 365 days
No Exit Load
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
0.47% higher
2.04% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
7.46 %
5.01 %
Sharpe
0.53
0.27
Max Drawdown
-13.86 %
-18.05 %
