Compare Mutual Funds
SBI Consumption Opportunities Fund - Direct PlanVS
Tata Nifty MidSmall Healthcare Index Fund - Direct Plan1Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
8.14 %
20.70 %
Sharpe
0.53
1.05
Max Drawdown
-21.92 %
-17.54 %
General Information
Category
Equity
Equity
Sub-category
Thematic-Consumption
Sectoral-Pharma
Risk
Very High
Very High
NAV (Daily Updated)
₹ 347.92
₹ 12.19
Volatility
16.16%
20.06%
Expense Ratio
0.93
0.50
Exit Load
• 0.1% for 30 days
• 0.25% for 15 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
1.96% lower
10.60% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
5.64 %
17.92 %
Sharpe
0.37
0.92
Max Drawdown
-21.27 %
-16.49 %
