Compare Mutual Funds
| Risk | moderate moderate moderate moderate |
| Expense Ratio | NA NA NA 0.02 |
| NAV | Rs. 33.0393 Rs. 23.288 Rs. 16.3649 Rs. 56.2745 |
| Min SIP | Rs. 1000 Rs. 1000 Rs. 1000 Rs. 1000 |
| Min Lumpsum | Rs. 5000 Rs. 5000 Rs. 5000 Rs. 5000 |
| Fund Size | 7710.01 Cr 3505.43 Cr 353.91 Cr 863.98 Cr |
| Fund Age | 5 years 6 years 6 years 24 years |
| 3 Months | 4.92% -2.40% 1.02% 0.45% |
| 6 Months | 2.76% -7.96% 0.07% 0.86% |
| 1 Year | 48.05% 16.36% 16.56% 8.99% |
| 3 Year | 28.85% 13.20% 9.84% 5.27% |
| 5 Year | 28.55% 17.04% 9.58% 5.42% |
| Standard Deviation | 14.12 12.82 5.58 2.40 |
| Sharpe | 1.36 0.58 0.58 -0.42 |
| Beta | 1.00 1.00 NA 1.00 |
| Alpha | 11.05 -1.32 NA -0.93 |
| Top 5 sectors | Industrials (30.36%)Consumer Cyclical (29.54%)Financial Services (10.67%)Technology (9.38%)Realestate (6.75%) Financial Services (24.03%)Industrials (16.43%)Consumer Cyclical (14.82%)Technology (12.75%)Healthcare (7.31%) Financial Services (20.28%)Technology (16.58%)Consumer Defensive (14.87%)Healthcare (13.13%)Industrials (12.00%) Realestate (0.00%)Consumer Cyclical (0.00%)Basic Materials (0.00%)Consumer Defensive (0.00%)Technology (0.00%) |
| Top 5 holdings | Zomato Ltd (8.12%)Trent Ltd (6.47%)Kalyan Jewellers India Ltd (5.38%)Bharti Airtel Ltd (4.92%)Samvardhana Motherson International Ltd (3.69%) ICICI Bank Ltd (6.68%)HDFC Bank Ltd (5.48%)Tech Mahindra Ltd (4.97%)Bharti Airtel Ltd (4.93%)Infosys Ltd (4.89%) Infosys Ltd (5.62%)HDFC Bank Ltd (4.55%)United Spirits Ltd (4.42%)Sun Pharmaceuticals Industries Ltd (4.38%)Reliance Industries Ltd (3.54%) GOVT STOCK (29.07%)The Tata Power Company Limited (9.25%)6.79% Govt Stock 2027 (6.56%)Punjab National Bank (6.49%)State Bank Of India (5.44%) |
| Top 5 Assets | cash (2.93%)stocks (97.07%)preferred_stocks (0.00%)convertables (0.00%)bonds (0.00%)others (0.00%) cash (2.53%)stocks (97.47%)preferred_stocks (0.00%)convertables (0.00%)bonds (0.00%)others (0.00%) cash (43.45%)stocks (35.30%)preferred_stocks (0.00%)convertables (0.00%)bonds (21.25%)others (0.01%) cash (3.56%)stocks (0.00%)preferred_stocks (0.00%)convertables (0.00%)bonds (96.20%)others (0.24%) |
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SBI Balanced Advantage Fund Direct GrowthSBI Balanced Advantage Fund Regular GrowthHDFC Retirement Savings Fund - Equity Plan - Direct PlanHDFC Retirement Savings Fund - Equity Plan - Regular Plan
NJ Balanced Advantage Fund Regular GrowthNJ Balanced Advantage Fund Direct GrowthNippon India Retirement Fund - Wealth Creation Scheme - Direct GrowthNippon India Retirement Fund - Wealth Creation Scheme - Regular GrowthWhy Do You Need to Compare Mutual Fund Schemes?
Investors are spoilt for choice when it comes to choosing which Mutual Fund to invest in. While three broad categories of Equity, Debt, and Hybrid Funds seem simple enough, there are currently over 2000 Mutual funds in India that investors can choose to invest in. This is because each of the 3 categories has multiple sub-categories with multiple Fund Houses offering similar funds.
While having options to choose from is definitely a good thing, having too many options can make fund selection quite difficult. Also, considering that investing involves a long-term commitment using your hard-earned money, choosing the right Mutual Fund is critical for achieving long-term goals. This is where comparing types of mutual funds can help you select the right schemes to invest in.
Having a clear idea about how to compare mutual funds performance and other features can help investors choose schemes that are in line with their investment goals and help them design an investment portfolio that minimizes overall risk and maximizes returns.
Common Mistakes to Avoid When Comparing Funds
There are a few common and easily avoidable mistakes that investors make when comparing funds. Some of these are:
1.Comparing only Short Term Returns Data
Some investors only consider short-term returns of up to 1 year when they make a mutual funds comparison on the basis of performance. Short-term returns data can be misleading especially in the case of Equity Funds which are prone to high levels of short-term volatility. However, in the case of long-term returns, the impact of this short-term volatility of equities is significantly reduced. That's the key reason why it is always suggested that long-term returns of Equity Mutual Funds be considered along with other criteria before making an investment decision.
2.Considering Only A Single Criteria for Comparison
In some cases, investors base their investment choice based on only a single criterion such as returns or risk. This is not a good practice as using a single criterion like when you only consider the performance to compare mutual funds in India. Using just one criterion does not provide adequate information regarding whether a specific fund will make a suitable investment choice. Investors must compare mutual funds using additional criteria such as consistency of performance, risk, portfolio details, etc. to make an educated decision regarding whether a scheme is a suitable investment.