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 Analyzer and 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’!).
I had recently used this tool to compare Tata Balanced Fund vs. HDFC Balanced Fund. The tool was first published in Aug 2012. I have now modified the sheet to extend calculations up to 10 years.
Here is a comparison between Franklin Blue Chip and ICICI Blue Chip to illustrate the features.
Read more: Simplify Mutual Fund Analysis with Upside/Downside Capture Ratios
Read more: Mutual Fund Analysis With the Ulcer Index
Latest version: Download the Fund A vs Fund B analyser (May 2016)
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