Compare Mutual Funds
Old Bridge Focused Equity Fund - Direct PlanVS
Samco ELSS Tax Saver Fund - Direct Plan1Y
Returns
If invested ₹1000, on 4 Jun 2024
Include (NIFTY 50)
CAGR
19.96 %
2.23 %
Sharpe
1.04
0.10
Max Drawdown
-18.94 %
-29.64 %
General Information
Category
Equity
Equity
Sub-category
Flexi Cap
ELSS
Risk
Very High
Very High
NAV (Daily Updated)
₹ 12.05
₹ 13.81
Volatility
20.49%
26.06%
Expense Ratio
1.07
0.97
Exit Load
• 1% for 365 days
No Exit Load
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
6.66% higher
11.07% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
17.94 %
0.51 %
Sharpe
0.95
0.02
Max Drawdown
-18.34 %
-28.36 %
