Mutual Fund Report: Peer Analysis

In this section, users can see all the peers of the selected mutual fund. You can see it in either Category or Benchmark format.

The user can also apply a filter to choose any other fund from the peer section, and one can also compare the selected mutual fund with its category. (select the funds highlighted in the yellow box and then click on Compare highlighted with a yellow arrow.)

As highlighted by a green box, you can the various metrics that we cover for our peer analysis. If you want a quicker glance at the fund’s performance against others just click on the icon (highlighted with red arrow.) A screen will pop up like this:

That’s it for our Peer analysis section. Let’s now look into the ETF Reports. If you’ve been through these articles properly, the ETF reports will feel like a breeze, since there’s not a lot of difference.