Compare Mutual Funds
A mutual fund comparison puts two or three schemes next to each other on the numbers that decide which one belongs in a portfolio: returns over 1, 3 and 5 years against the benchmark and category, net asset value, expense ratio, risk measures, fund size and the underlying holdings.
Pick the funds below to see those parameters side by side, along with how much the portfolios overlap — two funds holding the same stocks add cost, not diversification.
Frequently asked questions
How do I compare two mutual funds?
Compare mutual funds on parameters such as returns across time periods, NAV, expense ratio, risk measures, portfolio holdings and fund size. Dhan Saarthi's compare tool shows these side by side for easy analysis.
What factors matter most when comparing mutual funds?
Key factors include long-term returns versus the benchmark and category, expense ratio, risk-adjusted performance, portfolio composition, fund manager track record and consistency across market cycles.
Does a lower expense ratio mean a better fund?
A lower expense ratio reduces cost and can improve net returns, but it is only one factor. Consistent performance, risk and portfolio quality also matter when choosing a fund.
Can I compare funds from different categories?
You can, but comparing funds within the same category (for example two large-cap funds) is more meaningful, since funds across categories carry different risk and return profiles.
Is the mutual fund comparison tool free?
Yes, Dhan Saarthi's mutual fund comparison tool is free to use.