Compare Mutual Funds
SBI Balanced Advantage Fund - Direct PlanVS
Kotak Equity Savings Fund - Direct Plan1Y
3Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
9.64 %
7.98 %
Sharpe
1.30
1.17
Max Drawdown
-5.67 %
-5.97 %
General Information
Category
Hybrid
Hybrid
Sub-category
Dynamic Asset Allocation
Equity Savings
Risk
High
Moderately High
NAV (Daily Updated)
₹ 15.90
₹ 28.18
Volatility
7.42%
6.95%
Expense Ratio
0.71
0.66
Exit Load
• 1% for 365 days
• 1% for 90 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
0.49% lower
2.15% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
7.10 %
5.48 %
Sharpe
0.97
0.81
Max Drawdown
-4.88 %
-4.97 %
