Compare Mutual Funds
UTI Small Cap Fund - Direct PlanVS
Baroda BNP Paribas Innovation Fund - Direct Plan1Y
Returns
If invested ₹1000, on 28 May 2024
Include (NIFTY 50)
CAGR
15.25 %
8.25 %
Sharpe
0.69
0.43
Max Drawdown
-22.34 %
-22.27 %
General Information
Category
Equity
Equity
Sub-category
Small Cap
Thematic
Risk
Very High
Very High
NAV (Daily Updated)
₹ 26.64
₹ 11.94
Volatility
23.18%
20.78%
Expense Ratio
0.66
1.06
Exit Load
• 1% for 365 days
• 1% for 365 days
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
4.91% higher
2.09% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
12.60 %
5.76 %
Sharpe
0.58
0.30
Max Drawdown
-20.88 %
-21.03 %
