Compare Mutual Funds
SBI Consumption Opportunities Fund - Direct PlanVS
Zerodha Nifty Large Midcap 250 Index Fund - Direct Plan1Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
8.60 %
7.40 %
Sharpe
0.55
0.40
Max Drawdown
-21.92 %
-18.75 %
General Information
Category
Equity
Equity
Sub-category
Thematic-Consumption
Large & MidCap
Risk
Very High
Very High
NAV (Daily Updated)
₹ 349.10
₹ 13.57
Volatility
16.14%
19.79%
Expense Ratio
0.93
0.28
Exit Load
• 0.1% for 30 days
No Exit Load
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
0.95% lower
2.15% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
6.07 %
4.90 %
Sharpe
0.40
0.27
Max Drawdown
-21.27 %
-18.08 %
