Compare Mutual Funds
SBI Fixed Maturity Plan - Series 73 (1226 Days) - Direct PlanVS
Motilal Oswal Asset Allocation Passive FoF - Conservative - Direct Plan1Y
Returns
If invested ₹1000, on 22 May 2024
Include (NIFTY 50)
CAGR
8.21 %
11.70 %
Sharpe
14.19
1.45
Max Drawdown
-0.11 %
-3.31 %
General Information
Category
Debt
Hybrid
Sub-category
Fixed Maturity
Multi Asset Allocation
Risk
Low to Moderate
High
NAV (Daily Updated)
₹ 11.97
₹ 15.83
Volatility
0.43%
8.10%
Expense Ratio
0.11
0.06
Exit Load
No Exit Load
• 1% for 15 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
1.08% lower
2.42% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
5.64 %
9.06 %
Sharpe
6.96
1.13
Max Drawdown
-1.36 %
-4.54 %
