Compare Mutual Funds

VS

1Y
3Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
12.63 %
11.09 %
Sharpe
0.68
1.11
Max Drawdown
-12.06 %
-3.54 %
General Information
Category
Equity
Debt
Sub-category
Sectoral-Banking
Gilt
Risk
Very High
Moderately High
NAV (Daily Updated)
₹ 20.41
₹ 12.57
Volatility
19.97%
10.33%
Expense Ratio
0.26
0.14
Exit Load
• 1% for 15 days
• 1% for 15 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
2.53% higher
0.99% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
10.03 %
8.53 %
Sharpe
0.55
0.86
Max Drawdown
-11.92 %
-3.48 %