Compare Mutual Funds
Tata Balanced Advantage Fund - Regular PlanVS
WhiteOak Capital ELSS Tax Saver Fund - Regular Plan1Y
Returns
If invested ₹1000, on 4 Jun 2024
Include (NIFTY 50)
CAGR
7.24 %
21.24 %
Sharpe
1.04
1.22
Max Drawdown
-8.93 %
-16.66 %
General Information
Category
Hybrid
Equity
Sub-category
Dynamic Asset Allocation
ELSS
Risk
High
Very High
NAV (Daily Updated)
₹ 20.18
₹ 17.04
Volatility
8.25%
19.30%
Expense Ratio
1.69
2.33
Exit Load
• 1% for 90 days
No Exit Load
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
6.06% lower
7.94% higher
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
5.44 %
19.20 %
Sharpe
0.79
1.11
Max Drawdown
-8.18 %
-15.11 %
