Compare Mutual Funds
UTI Transportation and Logistics Fund - Direct PlanVS
Axis Nifty Next 50 Index Fund - Direct Plan1Y
3Y
Returns
If invested ₹1000, on 4 Jun 2024
Include (NIFTY 50)
CAGR
2.52 %
4.44 %
Sharpe
0.14
0.22
Max Drawdown
-24.93 %
-26.35 %
General Information
Category
Equity
Equity
Sub-category
Thematic
Large Cap
Risk
Very High
Very High
NAV (Daily Updated)
₹ 289.43
₹ 16.39
Volatility
20.72%
25.53%
Expense Ratio
0.84
0.15
Exit Load
• 1% for 30 days
No Exit Load
Benchmark Analysis
Annualised return (CAGR) compared to NIFTY 50
NIFTY 50
10.78% lower
8.86% lower
Inflation Adjusted Results
Inflation adjusted results of Mutual funds
Inflation Adjusted
CAGR
0.80 %
2.69 %
Sharpe
0.04
0.13
Max Drawdown
-24.09 %
-25.72 %
