Side-by-side comparison of with similar funds — trailing returns, risk metrics, AUM and expense ratio.
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Frequently Asked Questions
Which funds are similar to This fund?
Funds similar to This fund in the its category category are listed in the Similar Funds tab, selected based on same category and benchmark index.
How does This fund compare to the category average?
The comparison of This fund against the its category category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.
What is the rank of This fund in its category?
The rank of This fund within the its category category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.
What are the alternatives to This fund?
Top alternatives to This fund in the its category category, sorted by AUM, are listed in the Similar Funds tab.
How does This fund's expense ratio compare to similar funds?
The expense ratio comparison across funds in the its category category is in the Similar Funds tab. Always compare expense ratios — especially for passive and index funds.
How does This fund's AUM compare to similar funds?
The AUM comparison across similar funds in the its category category is in the Similar Funds tab.
Which fund has the best 3-year returns in the its category category?
The top-performing funds by 3-year returns in the its category category can be found by sorting the Similar Funds comparison table by the 3Y column.
Is This fund better than index funds in the same category?
Whether This fund beats index funds in the its category category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.
How does This fund rank in risk-adjusted returns vs peers?
Risk-adjusted performance of This fund using Sharpe ratio, alpha and beta relative to category peers is shown in the Alpha, Beta & Sharpe section of the Performance tab.
Are there any funds tracking the same benchmark with lower costs?
Funds in the same category as This fund are listed in the Similar Funds tab. Use the expense ratio column to identify lower-cost alternatives offering similar market exposure.
