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Mutual FundsCompare Mutual FundsCompare Mutual Funds
Explore 1500+ direct mutual funds and compare returns, ratings, risk, NAV, AUM, expense ratio, holdings, fund managers & more in seconds!
Long Term Returns
1 Year
6.40%
0.74%
-
3 Year
17.04%
22.57%
-
5 Year
32.18%
52.50%
-
Short Term Returns
1 Month
6.74%
6.75%
-
3 Months
-11.73%
-11.09%
-
6 Months
-16.49%
-18.95%
-
Fund Overview
NAV
₹ 178.55 (31st Mar 2025)
₹ 248.44 (31st Mar 2025)
-
AUM
₹ 28,453.40 Cr
₹ 22,832.40 Cr
-
Fund Category
Equity
Equity
-
Fund Sub-Category
Small Cap Fund
Small Cap Fund
-
Rating and Risk
Morningstar
4
5
-
Value Research
3
5
-
Risk
Very High
Very High
-
Fund Details
Launch Date
1 January 2013
1 January 2013
-
Fund Age
-
-
-
Expense Ratio
0.82%
0.68%
-
Exit Load
-
-
-
Lock-in Period
No Lock-in
No Lock-in
-
Fund Holdings
Top 5 Holdings
-
-
-
Top 5 Sectors
-
-
-
Cash Holdings
-
-
-
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Mutual FundsCompare Mutual FundsCompare Mutual Funds
Explore 1500+ direct mutual funds and compare returns, ratings, risk, NAV, AUM, expense ratio, holdings, fund managers & more in seconds!
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 every other investment, you need to choose mutual funds carefully according to your financial goals and how much risk you are willing to take. With a Mutual Fund Comparison Tool, you can make this process much easier as it lets you analyze multiple funds at the same time.
By comparing factors such as returns, fees, and risk levels, you can make informed decisions that suit your investment objectives. This tool enhances transparency and efficiency, making the complex task of fund selection more manageable.
Let's discuss how Dhan's Mutual Fund Comparison Tool can assist you in selecting the most suitable mutual funds for your portfolio.
What is a Mutual Fund Comparison Tool?
A Mutual Fund Comparison Tool is an online resource that enables you to evaluate multiple mutual funds side by side, simplifying your investment decisions.
By allowing you to compare up to three funds simultaneously, the Mutual Fund Comparison Tool from Dhan provides a clear visual representation of each fund's characteristics and performance metrics. This side-by-side comparison helps you identify the most suitable investment options aligned with your financial goals and risk tolerance.
Utilizing such a tool streamlines the research process, making it more efficient and user-friendly.
How to Use the Mutual Fund Comparison Tool?
To effectively utilize the Dhan Mutual Fund Comparison Tool, follow these steps:
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 choose up to three funds for comparison.
Check For Performance: Evaluate short-term performance(1M,3M, 6M) and long-term performance (1Y,3Y,5Y) for each fund you choose.
Examine Funds: Look at the selection parameters of each selected fund like NAV, AUM, fund category, ratings, risk level, expense ratio, and holdings.
Make Informed Decisions: Utilize the comprehensive comparison data to select mutual funds that align with your investment goals and risk tolerance.
How Does the MF Comparison Tool Work?
Knowing the different parameters that go into a mutual fund comparison tool is important to make an investment decision. Here’s a breakdown of each parameter on the Dhan Mutual Fund Comparison Tool to help you understand how it works:
Returns:
Mutual fund returns measure the fund's profitability over specific periods.Long-term returns (1, 3, 5 years): Indicate sustained growth and consistency, offering insight into the fund's ability to meet long-term investment goals.
Short-term returns (1, 3, 6 months): Reflect recent performance and volatility, aiding in assessing responsiveness to market fluctuations.Evaluating both helps investors balance immediate performance with future potential.Fund Overview:
A mutual fund's overview includes metrics such as Net Asset Value (NAV), Assets Under Management (AUM), fund category, and sub-category.NAV (Net Asset Value): This represents the per-unit price of the fund, calculated by dividing the total value of all assets minus liabilities by the number of outstanding units.
AUM (Assets Under Management): Denotes the total market value of assets managed by the fund, indicating its size and market presence.
Fund Category: Classifies the fund based on its investment strategy, such as equity, debt, or hybrid.
Fund Sub-Category: Provides a more specific classification within the main category, like 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 evaluation that rates funds based on past performance relative to peers, typically using a star system.
Value Research Rating: Another independent evaluation that rates funds based on historical performance and risk factors.
Risk Level: Indicates the fund's risk profile (e.g., low, medium, high), helping investors align their risk tolerance with the fund's volatility.Fund Details:
Understanding the Fund Details is crucial when evaluating mutual funds, as it provides insights into the fund's history, costs, and investment constraints. Here's a breakdown of each parameter:Launch Date: The date when the fund was introduced, indicating its operational history.
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: A fee charged when exiting the fund within a specified period, discouraging short-term withdrawals.
Lock-in Period: The mandatory period during which investments cannot be redeemed, common in tax-saving funds.Fund Holdings:
The fund holdings of a mutual fund are crucial for aligning investment choices with investors’ financial goals and risk tolerance. Here are the components of fund holdings:Top 5 Holdings: The largest investments within the fund, providing insight into its primary assets.
Top 5 Sectors: Sectors where the fund has significant exposure, indicating its industry focus.
Cash Holdings: The portion of the fund's assets held in cash or cash equivalents, reflecting its liquidity position.Fund House:
Fund House details are essential when evaluating mutual funds, as they provide insight into the organization managing the fund and the individuals responsible for 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: The aggregate AUM managed by the AMC, reflecting its size and market influence.
Fund Managers: Individuals responsible for making investment decisions for the fund, whose expertise can impact performance.
Benefits of Using the Mutual Fund Comparison Tool
Using the Dhan Mutual Fund Comparison Tool offers several key benefits that enhance the investment decision-making process:
Informed Decision-Making: Access comprehensive data on multiple mutual funds, enabling investors to make well-informed choices aligned with their financial goals.
Time Efficiency: Quickly compare various funds side-by-side, eliminating the need for manual data collection and analysis, thus saving valuable time for investors.
Cost Analysis: Evaluating expense ratios and fees across different funds, helps investors select mutual fund options that minimize costs and maximize returns.
Performance Evaluation: Analyze historical performance metrics to assess how funds have performed over time, helping in selecting funds with consistent returns.
Conclusion
Utilizing the Dhan Mutual Fund Comparison Tool streamlines investment decisions by offering analysis of three funds at a time. This approach enables investors to assess performance metrics, understand fee structures, and align their decisions with their financial goals.
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