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SmartFigure

Two funds walk into a table. Only the numbers talk.

Compare mutual funds

Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.

  • The Wealth Company Multi Cap Fund

Good pick. Now add one more to put them side by side.

Tip: compare funds from the same category, such as two flexi cap funds. Across categories, you are comparing different jobs, not better and worse.

The two strongest 5-year records in each category, ready to compare.

How to read a fund comparison

  1. 1. Compare like with like

    A small cap fund will beat a large cap fund in good years and fall harder in bad ones. Same category first.

  2. 2. Return and ride together

    Higher returns usually come with bigger drops. Pick the fund whose worst fall you could sit through.

  3. 3. Then cost and overlap

    A lower fee compounds in your favour. And two funds that own the same shares are really one.