Compare Mutual Funds
| Risk | low NA moderate NA |
| Expense Ratio | NA NA 0.02 NA |
| NAV | Rs. 1488.1692 Rs. 5156.5578 Rs. 210.668 Rs. 3083.543 |
| Min SIP | Rs. 1000 Rs. 1000 Rs. 1000 Rs. 1000 |
| Min Lumpsum | Rs. 5000 Rs. 1000 Rs. 5000 Rs. 1000 |
| Fund Size | 1358.39 Cr 34548.13 Cr 14968.50 Cr 13348.48 Cr |
| Fund Age | 7 years 12 years 20 years 12 years |
| 3 Months | 0.54% 0.57% 0.73% 0.57% |
| 6 Months | 1.81% 1.76% 0.43% 1.76% |
| 1 Year | 7.44% 7.46% 34.51% 7.46% |
| 3 Year | 6.43% 6.35% 25.96% 6.38% |
| 5 Year | 5.63% 5.34% 22.93% 5.32% |
| Standard Deviation | 0.50 0.42 11.71 0.42 |
| Sharpe | 0.77 1.10 1.39 1.36 |
| Beta | 3.00 1.00 1.00 1.00 |
| Alpha | -0.32 -0.12 8.41 -0.09 |
| Top 5 sectors | Realestate (0.00%)Consumer Cyclical (0.00%)Basic Materials (0.00%)Consumer Defensive (0.00%)Technology (0.00%) Basic Materials (0.00%)Consumer Defensive (0.00%)Technology (0.00%)Communication Services (0.00%)Financial Services (0.00%) Financial Services (45.86%)Consumer Cyclical (18.71%)Healthcare (14.08%)Technology (7.91%)Communication Services (4.33%) Realestate (0.00%)Consumer Cyclical (0.00%)Basic Materials (0.00%)Consumer Defensive (0.00%)Technology (0.00%) |
| Top 5 holdings | Export-Import Bank Of India (7.48%)Bank Of Baroda (7.17%)Aspire Home Finance Corporation Limited (3.88%)National Bank For Agriculture And Rural Development (2.40%)Hindustan Petroleum Corporation Limited (1.50%) CITICORP FINANCE (INDIA) LIMITED (0.08%) HDFC Bank Ltd (9.49%)ICICI Bank Ltd (9.21%)Axis Bank Ltd (8.35%)Maruti Suzuki India Ltd (4.46%)SBI Life Insurance Co Ltd (4.17%) Small Industries Development Bank Of India (0.46%) |
| Top 5 Assets | cash (74.36%)stocks (0.00%)preferred_stocks (0.00%)convertables (0.00%)bonds (25.43%)others (0.21%) cash (99.78%)stocks (0.00%)preferred_stocks (0.00%)convertables (0.00%)bonds (0.00%)others (0.22%) cash (13.51%)stocks (85.25%)preferred_stocks (0.00%)convertables (0.00%)bonds (1.24%)others (0.00%) cash (99.75%)stocks (0.00%)preferred_stocks (0.00%)convertables (0.00%)bonds (0.00%)others (0.25%) |
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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.