Compare Mutual Funds
SBI Large & Midcap Fund - Direct PlanVS
Sundaram Dividend Yield Fund - Direct Plan1Y
3Y
5Y
Returns
If invested ₹1000, on 4 Jun 2024
Include (NIFTY 50)
CAGR
15.00 %
9.12 %
Sharpe
1.03
0.63
Max Drawdown
-14.17 %
-18.88 %
General Information
Category
Equity
Equity
Sub-category
Large & MidCap
Thematic-Dividend Yield
Risk
Very High
Very High
NAV (Daily Updated)
₹ 648.67
₹ 144.26
Volatility
16.15%
18.34%
Expense Ratio
0.74
1.07
Exit Load
• 0.1% for 30 days
• 1% for 365 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
1.70% higher
4.18% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
13.07 %
7.28 %
Sharpe
0.91
0.51
Max Drawdown
-13.46 %
-18.19 %
