Compare Mutual Funds
SBI Nifty Smallcap 250 Index Fund - Direct PlanVS
Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund - Direct Plan1Y
Returns
If invested ₹1000, on 4 Jun 2024
Include (NIFTY 50)
CAGR
14.86 %
13.89 %
Sharpe
0.65
0.82
Max Drawdown
-26.19 %
-18.72 %
General Information
Category
Equity
Equity
Sub-category
Small Cap
ELSS
Risk
Very High
Very High
NAV (Daily Updated)
₹ 18.48
₹ 13.62
Volatility
25.97%
19.72%
Expense Ratio
0.45
0.28
Exit Load
• 0.25% for 30 days
No Exit Load
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
1.56% higher
0.59% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
12.93 %
11.97 %
Sharpe
0.57
0.71
Max Drawdown
-25.64 %
-18.05 %
