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Compare Mutual Funds

Explore 1500+ direct mutual funds and compare returns, ratings, risk, NAV, AUM, expense ratio, holdings, fund managers & more in seconds!
SBI Small Cap Fund Direct - Growth
Equity
Start SIP
Quant Small Cap Fund Direct - Growth
Equity
Start SIP
Long Term Returns (CAGR)
1 Year
-8.87%
-6.53%
3 Year
13.78%
21.07%
5 Year
19.92%
30.89%
Short Term Returns (Absolute)
1 Month
-2.92%
-3.58%
3 Months
-4.90%
-2.57%
6 Months
-1.54%
-0.68%
Fund Overview
NAV
-
-
AUM
-
-
Fund Category
-
-
Fund Sub-Category
-
-
Rating and Risk
Morningstar
-
-
Value Research
-
-
Risk
-
-
Fund Details
Launch Date
-
-
Fund Age
-
-
Expense Ratio
-
-
Exit Load
-
-
Lock-in Period
-
-
Fund Holdings
Top 5 Holdings
-
-
Top 5 Sectors
-
-
Cash Holdings
-
-
Fund House
AMC Name
-
-
Total Asset Managed
-
-
Fund Managers
-
-

Frequently Compared Mutual Funds
UTI Nifty 50 Index Fund
Vs
Tata Nifty 50 Index Fund
DSP Nifty 50 Equal Weight Fund
Vs
Motilal Oswal Nifty 50 Index Fund
Canara Robeco ELSS Tax Saver Fund
Vs
DSP ELSS Tax Saver Fund
ICICI Prudential Technology Fund
Vs
Tata Digital India Fund
Nippon India Large Cap Fund
Vs
ICICI Prudential Bluechip Fund
HDFC Mid-Cap Opportunities Fund
Vs
Motilal Oswal Mid Cap Fund
HDFC Small Cap Fund
Vs
Nippon India Small Cap Fund
HDFC Flexi Cap Fund
Vs
Parag Parikh Flexi Cap Fund
Quant Active Fund
Vs
Mahindra Manulife Multi Cap Fund
SBI Small Cap Fund
Vs
Quant Small Cap Fund

Mutual Fund Comparison Tool

Like any other investment, you have to choose mutual funds carefully in line with your financial goals and the level of risk you are willing and ready to take. With a Mutual Fund Comparison Tool, you can make this process much easier since it lets you analyse multiple funds at the same time.
You can thereby make appropriate decisions that meet your investment goals by comparing returns, fees, and risk level. This tool enhances transparency and efficiency, making the complex task of fund selection more manageable.
Now let's talk about how Dhan's Mutual Fund Comparison Tool can help you choose the perfect mutual funds for your portfolio.

What is a Mutual Fund comparison tool?

A mutual fund comparison tool is an online tool that allows you to compare several mutual funds side by side, making it easier for you to make investment decisions.
The Mutual Fund Comparison Tool by Dhan allows you to compare up to three funds at the same time, which provides clear visualisations of each fund's characteristics and performance metrics. This allows a side-by-side comparison that you can easily use to identify the most fitting investment options with your financial goals and risk tolerance.
A mutual fund comparison tool simplifies the process of research by making it easier, more efficient, and user-friendly.

How to use the Mutual Fund comparison tool?

The following are the steps to effectively use the Dhan Mutual Fund Comparison Tool:​

  • Open the Tool: Go to Dhan’s Mutual Fund Comparison Tool

  • Select Mutual Funds: Click 'Add' under 'Mutual Fund 1', 'Mutual Fund 2', and 'Mutual Fund 3' to select up to three funds for comparison.​

  • Check For Performance: Assess short-term performance (1M, 3M, 6M) and long-term (1Y, 3Y, 5Y) for each fund selected.

  • Examine Funds: Analyse selection parameters for each selected fund, such as its NAV, AUM, fund category, ratings, risk level, expense ratio, and holdings.

  • Make Informed Decisions: Based on the comparison data, select mutual funds that will fit your investment goals and risk tolerance.


How does the MF comparison tool work?

Knowing various parameters that go into a mutual fund comparison tool is key to making an investment decision. Here's a breakdown of each one of the parameters on the Dhan Mutual Fund Comparison Tool to help you understand how it works:

  • Returns:

    Return is a measure of the mutual fund's profitability over selected periods.

    Long-term returns (1, 3, 5 years): This is a sign of sustained growth and consistency, indicative of the ability of the fund to meet long-term investment goals.
    Short-term returns (1, 3, 6 months): These reflect recent performance and volatility; they help assess responsiveness to market fluctuation.

    Assessing both helps investors balance immediate performance against future potential.​

  • Fund Overview:

    The overview of any mutual fund would comprise metrics such as its Net Asset Value, Assets Under Management, fund category, and sub-category.

    NAV (Net Asset Value): It is the per-unit price of the fund, calculated as the total value of all assets minus liabilities divided by the number of outstanding units.
    AUM (Assets Under Management): It is the total market value of the assets managed by the fund that shows its size and market presence.
    Fund Category: Classifies the fund by its investment strategy, ranging from equity and debt to hybrid.
    Fund Sub-Category: It defines a further grouping in the main category, such as large-cap equity or short-term debt.


  • Rating and Risk:

    ​​Evaluating mutual funds involves assessing both their performance ratings and associated risk levels. Let’s look at these aspects:​

    Morningstar Rating: An independent assessment that ranks funds, usually using a star system, against their peers for past performance.
    Value Research Rating: Another independent evaluation that ranks funds on the basis of historical performance and risk factors​​.
    Risk Level: This indicates the risk profile of the fund, such as low, medium, or high, and helps an investor align their risk tolerance with the fund’s volatility.


  • Fund Details:

    ​​Understanding the details of a mutual fund essentially involves understanding the different parameters that define the mutual fund, including its history, costs, and constraints of investment. Each of these parameters is explained as follows:​

    Launch Date: The date the fund was launched. It identifies how long the fund has been in operation.​​Fund Age: The period since the fund's inception, indicating its track record.​​​
    Fund Age: The duration since the fund's inception, reflecting its track record.​​​
    Expense Ratio: The annual fee expressed as a percentage of AUM, covering management and operational costs. Lower ratios are generally preferable.​​
    Exit Load: The cost associated with the exit from the fund within a certain period is intended to discourage short-term withdrawals.
    Lock-in Period: The period that is mandatory, wherein investments cannot be redeemed, is found in most of the tax-saving funds.


  • Fund Holdings:

    ​​The fund holdings of a mutual fund are the foundation for investment decisions to meet investors' financial goals and risk tolerance. The constituents of the fund holding are:

    Top 5 Holdings: The largest investments within the fund, giving an indication of its main assets.​​
    Top 5 Sectors: Sectors in which the fund has high exposure, indicating its industry focus.​​
    Cash Holdings: The percentage of a fund's assets that is held in cash or cash equivalents, which may indicate its liquidity position.


  • Fund House:

    Fund House details are some of the most important parameters while judging mutual funds because these reveal valuable insight into the organisation behind the fund and the individuals behind the investment decisions. Here are each of its sub-parameters:

    AMC Name: The Asset Management Company managing the fund, indicating the brand and management style.​​
    Total Assets Managed: Aggregate AUM managed by the AMC, reflecting its size and market influence.​​ ​
    Fund Managers: Managers responsible for making investment decisions for the fund, whose expertise may affect fund performance.


Benefits of using the Mutual Fund comparison tool

Using the Dhan Mutual Fund Comparison Tool has several key benefits that enhance the investment decision-making process:

  • Informed Decision-Making: Access to extensive data regarding various mutual funds empowers investors to make informed choices in line with their financial goals.

  • Time Efficiency: Compare different funds side by side without needing to gather and analyse data manually, hence saving investors valuable time.

  • Cost Analysis: By comparing the expense ratios and fees of many funds, the investor selects those mutual fund options that minimise their cost while maximising returns.​

  • Performance Evaluation: It analyses historical performance measures concerning how much funds have performed over the period, helping to select those funds with consistency in their return.


Conclusion

The Dhan Mutual Fund Comparison Tool makes it quicker to make investment decisions, analysing up to three funds side by side. This allows investors to contrast different performance metrics and fee structures to align their decisions with their financial goals.

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