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Evaluate a selected mutual fund against its top 5 competitors in the same investment category based on returns, risk, expense ratios, consistency, AUM, and portfolio characteristics.
Highlighting the best value in Green and worst value in Red. Click on headers to sort the table.
| Parameter |
|---|
| Overall ScoreWeighted score calculated based on returns, risk, expense ratio, AUM, and rolling returns out of 100. |
| Category Rank |
| Returns & CAGR |
| 1 Year Return |
| 3 Year CAGR |
| 5 Year CAGR |
| Since Inception CAGR |
| SIP Return (3 Year XIRR) |
| Risk Ratios |
| Standard Deviation (Vol)Measures the volatility or risk of the fund. A higher standard deviation means higher volatility. |
| BetaMeasures the fund's volatility relative to the market benchmark. A beta > 1 means higher volatility than the market. |
| Alpha (%)Measures the fund's outperformance or underperformance against its benchmark. Higher positive alpha indicates better risk-adjusted returns. |
| Sharpe Ratio |
| Sortino RatioSimilar to Sharpe ratio, but only penalizes downside volatility. A higher Sortino ratio is generally preferred. |
Information Ratio Measures the portfolio returns beyond the returns of a benchmark, relative to the volatility of those returns. A higher information ratio is preferred. |
| Max Drawdown |
| Cost & Expenses |
| Expense Ratio |
| Exit LoadThe fee charged if you redeem your units within a specific period. Important to check for short-term liquidity. |
| Characteristics |
| AUM (Crores) |
| Portfolio TurnoverMeasures how frequently the fund manager buys and sells assets. A higher ratio indicates more aggressive trading. |
| No. of Stocks |
| Top 5 Holdings %The percentage of the portfolio's total assets concentrated in its top 5 holdings. Higher values mean higher concentration risk. |
| Top 10 Holdings %The percentage of the portfolio's total assets concentrated in its top 10 holdings. |
| Cash AllocationThe percentage of the portfolio held in cash or cash equivalents. Indicates liquidity and defensive positioning. |
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