Ever wondered which to choose between Franklin Blue Chip and ICICI Blue Chip? Between HDFC Balanced and ICICI Balanced? Here is a mutual fund analyzer that goes beyond mere return comparison. It can be used each time you wish to make a choice or to compare how your fund did relative a 'hot fund' everyone is talking about!
Personally, I do not engage in such comparison and do not recommend them. However, many investors do want to do such a comparison. Therefore, I felt it is better to modify the Mutual Fund Risk and Return Analyzerand compare two funds, call them Fund A and Fund B on a risk-adjusted basis.
Sometimes a holistic view of risk and reward could investors that their holdings and choices are not so bad after all (compared to that 'hot fund'!).
Practical advice + calculators for you to develop personalised investment solutions
Thank you for reading. You may also like
Freefincal has open-source, comprehensive Excel spreadsheets, tools, analysis and unbiased, conflict of interest-free commentary on different aspects of personal finance and investing. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. We do not accept sponsored posts, links or guest posts request from content writers and agencies.
Blog Comment Policy
Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.