Compare mutual fund types to choose suitable schemes. Analyse performance of over 2000 mutual funds on Bajaj Finserv.
- 1Yr
- 3Yr
- 5Yr
- Max
Fund details
Rating
Category rank
Annualised returns
Min. SIP
Min. lumpsum
Min 1st investment
Fund size
Returns
6 months
1 year
3 years
5 years
10 years
All
Category avg.
Rank within Category
The rank of the mutual fund in its category i.e. Equity, Debt, Hybrid
1 year
3 years
5 years
All
Top scheme allocations
Companies/sectors in which this fund is investing your money.
Companies
Sectors
Expense ratio/exit load
Expense ratio
Exit load
Taxation
Fund manager
A fund manager is in charge of carrying out the fund's investing strategy and overseeing the trading of its portfolio. The fund may be run by a sole manager, two co-managers, or a group of three or more people.
Name
Managing since
Additional details
Launch date
Fund type
Benchmark index
Portfolio turnover
Performance ratios
Riskometer
Riskometer reflects the current risk of the scheme at a given point of time. The meter categorizes the schemes under different levels of risk based on the respective scheme’s asset allocation pattern.
Risk aversion
Low
Low to moderate
Moderate
Moderately high
High
Very high
Low
Low to moderate
Moderate
Moderately high
High
Very high
Low
Low to moderate
Moderate
Moderately high
High
Very high
Compare the performance of over 1000 Mutual Funds Online
Make informed investment decisions by comparing the performance of over 2000 mutual funds on Bajaj Finserv based on various factors like Net Asset Value (NAV), returns, risk, ratings, and more.
Comparing mutual fund schemes is essential for smart investing. It helps investors understand risks, returns, and fees, and thereby helps in the mutual fund performance comparison, ensuring their investments match their goals and comfort levels. With a mutual fund comparison tool, this task becomes easier, providing data on various funds, like performance and expenses. When looking at equity funds, focus on returns, volatility, and the fund manager's skills.
For instance, when you consider debt funds, check credit quality, maturity, and interest rate risks. Hybrid funds require attention to asset allocation, past performance, and costs. In short, comparing funds helps build a well-rounded investment plan tailored to individual needs and preferences. Let us look at these in detail on this page.
Why should you compare mutual fund schemes?
Comparingmutual fundschemes is crucial for making informed investment decisions. It allows investors to assess various factors such as risk, return potential, fees, and historical performance. By comparing different schemes, investors can identify those that align with their financial goals, risk tolerance, and investment preferences. This process helps in maximising returns while minimising risks, ultimately contributing to a well-diversified investment portfolio.
Different mutual fund categories for smart investing
Equity Mutual Funds | Hybrid Mutual Funds | Debt Mutual Funds |
Tax Saving Mutual Funds | NFO Mutual Funds | Multi Cap Mutual Funds |
Curious about how much your mutual fund investments can grow over time? Discover potential returns with our SIP return calculator and Lumpsum calculator. Estimate the future value of your investment now!
How to compare mutual funds the right way?
How to compare equity mutual funds?
How to compare debt mutual funds?
How to compare hybrid mutual funds?
Common mistakes to avoid when comparing funds
- Overemphasising past performance
One common mistake investors make is placing too much emphasis on past performance. While historical returns provide insight into how a fund has performed, they do not guarantee future results. Market conditions change, and a fund that performed well in the past may not necessarily continue to do so. It is crucial to consider other factors such as the fund’s strategy, risk measures, and the expertise of the fund manager. - Ignoring costs
Another frequent error is overlooking the impact of fees and expenses on overall returns. High expense ratios and hidden charges can significantly diminish investment gains over time. Investors should carefully review the fee structure of a fund, including management fees, administrative costs, and any additional charges. Comparing the expense ratios of similar funds helps ensure that investors are not paying excessive fees, thereby maximising their potential returns.
Essential tools for mutual fund investors
Mutual Fund Calculator | Lumpsum Calculator | Systematic Investment Plan Calculator | Step Up SIP Calculator |
SBI SIP Calculator | HDFC SIP Calculator | Nippon India SIP Calculator | ABSL SIP Calculator |
Tata SIP Calculator | BOI SIP Calculator | Motilal Oswal Mutual Fund SIP Calculator | Kotak Bank SIP Calculator |
LIC SIP Calculator | Groww SIP Calculator | ITI SIP Calculator | ICICI SIP Calculator |
Frequently asked questions
Why do you need to compare mutual fund schemes?
Comparing mutual fund schemes is crucial for tailoring your investment strategy. It helps identify funds aligned with your financial goals, risk tolerance, and performance expectations, ensuring a well-informed and diversified portfolio.
How to compare mutual funds?
Compare mutual funds by evaluating key factors such as historical performance, risk metrics, and expense ratios. Utilise online tools, fund fact sheets, and expert reviews to make informed decisions aligned with your investment objectives.
What is MF compare tool?
The mutual fund (MF) compare tool streamlines fund evaluation. It offers a user-friendly interface, enabling efficient comparisons of performance, risk, and expenses. This tool aids investors in making informed decisions aligned with their investment preferences.
How do you evaluate a mutual fund?
Evaluate a mutual fund by analysing its historical performance against benchmarks, assessing risk factors, and considering expense ratios. This comprehensive approach ensures a thorough understanding of a fund's potential returns and risk profile.
Why do we need to compare mutual funds?
Comparing mutual funds is essential for diversifying portfolios, optimising asset allocation, and making informed investment decisions. It helps mitigate risks, enhance returns, and align investments with specific financial goals and risk tolerances.
How can I compare mutual funds in India?
Compare mutual funds in India using online platforms, fund fact sheets, and expert insights. Analyse performance, risk factors, and expenses to tailor your portfolio to Indian market dynamics and your investment preferences.
Why is it important to compare mutual funds before investing?
Comparing mutual funds before investing is vital for customisation, risk mitigation, and performance evaluation. It ensures your investments align with specific objectives, offering a well-informed and diversified approach for long-term financial success.
How should I compare debt mutual funds?
Compare debt mutual funds by analysing yield, duration, credit quality, and expense ratios. Understanding interest rate sensitivity, risk factors, and cost efficiency helps tailor your debt fund investments to your financial objectives.
How do I compare the performance of different mutual funds?
Compare the performance of different mutual funds by analysing historical returns, benchmark comparisons, and risk metrics. This multifaceted approach ensures a comprehensive understanding of each fund's strengths and potential drawbacks.
How can expense ratios impact my comparison of mutual funds?
Expense ratios impact mutual fund comparisons by influencing overall returns. Lower expense ratios contribute to cost-efficient investing, potentially providing investors with higher net returns over the long term.
How can comparing mutual funds help me manage risk?
Comparing mutual funds helps manage risk by identifying diverse investment options, assessing risk factors, and optimising asset allocation. This strategic approach ensures a well-balanced portfolio that can withstand market fluctuations.
Disclaimer:
Bajaj Finance Limited ("BFL") is registered with the Association of Mutual Funds in India ("AMFI") as a distributor of third party Mutual Funds (shortly referred as 'Mutual Funds) with ARN No. 90319
BFL does NOT:
(i) provide investment advisory services in any manner or form:
(ii) carry customized/personalized suitability assessment:
(iii) carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment.
In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on As-is basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme/Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities forming part of the Mutual Fund. The NAV will inter-alia be exposed to Price/Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other/better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.
Investment by a person residing outside the territorial jurisdiction of India is not acceptable nor permitted.
Disclaimer on Risk-O-Meter:
Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc, and shall also consult their Professional advisors, if they are unsure about the suitability of the scheme before investing.
