Compare Mutual Funds
SBI Energy Opportunities Fund - Regular PlanVS
Kotak Banking & Financial Services Fund - Direct Plan1Y
Returns
If invested ₹1000, on 4 Jun 2024
Include (NIFTY 50)
CAGR
4.49 %
23.50 %
Sharpe
0.23
1.30
Max Drawdown
-28.32 %
-13.20 %
General Information
Category
Equity
Equity
Sub-category
Thematic-Energy
Sectoral-Banking
Risk
Very High
Very High
NAV (Daily Updated)
₹ 10.49
₹ 15.70
Volatility
25.80%
21.37%
Expense Ratio
1.75
0.69
Exit Load
• 1% for 365 days
• 0.5% for 30 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
8.81% lower
10.20% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
2.73 %
21.42 %
Sharpe
0.14
1.20
Max Drawdown
-27.70 %
-13.05 %
