Mutual Funds Compare
Compare mutual fund types to choose suitable schemes. Analyse performance of over 2000 mutual funds on Bajaj Finserv.
- 1Yr
- 3Yr
- 5Yr
- Max
Fund details
Category rank
Annualised returns
Fund size
Returns
Rank within Category
The rank of the mutual fund in its category i.e. Equity, Debt, Hybrid
Top scheme allocations
Companies/sectors in which this fund is investing your money.
Expense ratio/exit load
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.
Additional details
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.
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
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.
