Compare mutual funds
Two funds, side by side, on the terms that govern how they actually trade.
Summary
Comparing two mutual funds here sets their operational terms beside each other — minimum SIP and lump sum, permitted SIP dates, cutoff times, settlement period, lock-in and exit load — and marks every term on which they differ. Where both funds have enough published NAV history, returns are compared over the periods they both cover, never across different windows. No fund is declared better than another: GrowIQ is an AMFI-registered distributor, not an investment adviser.
No schemes to compare yet
The exchange scheme master has not been synced yet. It refreshes daily.
About comparing funds
How does this comparison work?
It sets the two schemes' operational terms beside each other from the exchange scheme master — minimum SIP and lump sum, permitted SIP dates, purchase cutoff, settlement period, lock-in and exit load — and marks every term on which they differ. Where both funds have enough published NAV history, it also compares returns over periods they both cover.
Why are some return periods missing from a comparison?
Because only periods both funds have history for can be compared. Setting a five-year-old fund's 5-year figure beside a two-year-old fund's blank invites the reader to treat the gap as poor performance rather than as a fund that did not exist. Any period left out is listed with the reason. 'Since inception' is never compared at all: each fund's window starts at its own first NAV, so the two figures cover different spans of different markets.
Which fund is better?
We do not answer that, on any comparison. GrowIQ is an AMFI-registered mutual fund distributor, not a SEBI Registered Investment Adviser, and does not rate or rank schemes. These pages set out checkable facts — terms, and past returns measured like for like — and mark where the two differ. Which suits you depends on your goal, horizon and tax position, and is worth discussing with a SEBI-registered investment adviser.
Does a comparison show how much the two funds hold in common?
Yes, once both schemes' monthly portfolio disclosures have been imported. Two funds in the same category can differ on every operational term and still be most of the same portfolio, which is what decides whether holding both adds any diversification. Overlap is measured as the shared weight — the sum of the smaller position across every holding both funds own — rather than by counting shared stock names.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance may or may not be sustained in future and does not guarantee future returns. GrowIQ Capital is an AMFI-registered mutual fund distributor (ARN-352082) and does not rate, rank or recommend schemes. Check how much two funds hold in common.