Zerodha Mutual Fund Other FoF Domestic
Expense Ratio
0.17%
AUM
₹25.70 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
+6382.28%
Excellent
6 Months
+641.14%
Excellent

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 1 quarters

AUM Metrics

Key indicators

Current AUM
₹25.70 Cr
Recent Trend
Stable
Stability Score
N/A
Growth Assessment
Unknown

Growth Performance

Historical returns

1Y
Annual Growth
N/A
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A

Growth Assessment: Unknown

• Temporary outflows - monitor performance

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Very High - High volatility with substantial price swings
Volatility
43.40%
Annualized standard deviation
Sharpe Ratio
0.000
Poor - Risk-adjusted return
Max Drawdown
-23.90%
High - Worst decline
Consistency
75.0%
Performance consistency

Volatility Breakdown

Daily Volatility
2.73%
Average daily price movement
Annualized Volatility
43.40%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance