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Comparison of Equity Mutual Fund Schemes

 

Comparison of 4 equity mutual fund schemes

Comparing different funds in one view enable investors to take confident investment decisions.

 

Currently, there are 42 AMCs managing over 2000 primary mutual funds. Selecting a good mutual fund scheme from over 2000 schemes poses a big challenge for investors.

In this post, let's see how one can select a fund with ease.

To begin with, one should shortlist schemes from this entire universe based on individual investment needs, financial goal, risk appetite and product suitability.

All of these can be done in a few minutes using fundpicker – a powerful mutual fund screener with over 50 odd filters.

After shortlisting the funds on parameters of your choice, one needs to now select a fund from these shortlisted schemes. Of course, selecting a scheme out of this list is not simple. To make it easy, one needs to do a side-by-side comparison of the shortlisted funds based on few parameters such as funds' returns, risk adjusted returns, consistency in performance and more.

One should compare these shortlisted schemes in a single view, which enables to take a confident investment decisions.

Let's do a small exercise on comparing 4 equity mutual funds selected on random basis for illustration purpose. 

1.    MOSt Focussed Multicap 35 Fund.
2.    Franklin India High Growth Companies Fund.
3.    IDFC Premier Equity Fund.
4.    SBI Magnum Multicap Fund.

Now let us compare these funds on the basis of performance, risk statistics, consistency, SIP returns and portfolio concentration. The infographic of the fund comparison is provided below:

Insights:

•    Based on the past one year return, MOSt Focussed Multicap 35 Fund has not only topped among its peers but it has also topped the entire diversified category.

•    In the last one year, both MOSt Focussed Multicap 35 Fund and Franklin India High Growth Companies Fund have beaten their benchmark 75% of the times, whereas IDFC Premier Equity Fund and SBI Magnum Multicap Fund have beaten their benchmark 66% of the times.

•     MOSt Focussed Multicap 35 Fund also has topped its peers on the basis of risk adjusted performance.

From these observations, we can conclude that MOSt Focussed Multicap 35 Fund has outpaced its peers on all parameters.

Thus, comparing different funds in a single view gives us a bird's eye view and enables us to take confident investment decisions.

Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015

1.ICICI Prudential Tax Plan

2.Reliance Tax Saver (ELSS) Fund

3.HDFC TaxSaver

4.DSP BlackRock Tax Saver Fund

5.Religare Tax Plan

6.Franklin India TaxShield

7.Canara Robeco Equity Tax Saver

8.IDFC Tax Advantage (ELSS) Fund

9.Axis Tax Saver Fund

10.BNP Paribas Long Term Equity Fund

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