Compare Mutual Funds
Nippon India Short Term Fund - Direct PlanVS
Axis Value Fund - Direct Plan1Y
3Y
Returns
If invested ₹1000, on 4 Jun 2024
Include (NIFTY 50)
CAGR
10.70 %
17.58 %
Sharpe
13.24
1.11
Max Drawdown
-0.17 %
-17.14 %
General Information
Category
Debt
Equity
Sub-category
Short Duration
Value Oriented
Risk
Moderate
Very High
NAV (Daily Updated)
₹ 57.50
₹ 18.98
Volatility
0.83%
18.45%
Expense Ratio
0.37
0.84
Exit Load
• 0.25% for 30 days
• 1% for 365 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
2.60% lower
4.28% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
8.84 %
15.60 %
Sharpe
9.06
1.00
Max Drawdown
-0.78 %
-16.46 %
