Compare Mutual Funds
Tata Short Term Bond Fund - Direct PlanVS
Motilal Oswal BSE Low Volatility Index Fund - Direct Plan1Y
3Y
Returns
If invested ₹1000, on 27 May 2024
Include (NIFTY 50)
CAGR
9.81 %
4.03 %
Sharpe
11.59
0.34
Max Drawdown
-0.18 %
-18.20 %
General Information
Category
Debt
Equity
Sub-category
Short Duration
Large & MidCap
Risk
Moderate
Very High
NAV (Daily Updated)
₹ 53.04
₹ 16.52
Volatility
0.84%
13.16%
Expense Ratio
0.36
0.33
Exit Load
• 2% for 365 days
• 1% for 15 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
0.29% lower
6.07% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
7.27 %
1.63 %
Sharpe
6.98
0.14
Max Drawdown
-1.37 %
-17.48 %
