Mutual Fund Comparison & Ranking Calculator
Compare up to 5 mutual funds side-by-side with comprehensive metrics, automatic ranking, and data-driven recommendations to find the best funds for your portfolio.
Fund 2
Equity
92
Overall Score
Avg Return
15.3%
Expense
1%
AUM
₹10000Cr
Risk
Medium
Fund 1
Equity
70
Overall Score
Avg Return
17.7%
Expense
2%
AUM
₹5000Cr
Risk
High
| Metric | Fund 1 | Fund 2 | Winner |
|---|---|---|---|
| 1 Year Return | 15% | 12% | 🏆 |
| 3 Year Return | 18% | 16% | 🏆 |
| 5 Year Return | 20% | 18% | 🏆 |
| Expense Ratio | 2% | 1% | 🏆 |
| AUM (₹ Crore) | 5000 | 10000 | 🏆 |
| Risk Grade | High | Medium | - |
| Overall Score | 92/100 | 70/100 | 👑 |
Best Overall Choice
Fund 2 ranks #1 with a score of 92/100, offering the best balance of returns, costs, and stability.
Highest Returns
Fund 1 has the best 5-year track record at 20% CAGR, ideal for long-term wealth creation.
Lowest Cost Option
Fund 2 charges only 1% expense ratio, saving you more fees over time.
How is the overall score calculated?
The score uses weighted metrics: Returns (40%), Expense Ratio (30%), AUM Size (20%), and Risk Grade (10%). Higher returns, lower costs, larger AUM, and appropriate risk contribute to better scores.
Should I only choose the highest-ranked fund?
Not necessarily. Consider your risk tolerance, investment horizon, and financial goals. The ranking provides guidance, but personal factors matter. Diversification across multiple funds is often wise.
What's more important: returns or expense ratio?
Both matter. High returns are attractive, but high expense ratios erode wealth over time. Look for funds with consistent returns AND reasonable costs. Direct plans typically offer better value.
How do I find these metrics for real funds?
Check fund fact sheets on AMC websites, AMFI (Association of Mutual Funds in India), or platforms like Moneycontrol, ValueResearch, and Morningstar. Look for 1Y/3Y/5Y CAGR, expense ratios, and AUM.
Can I compare funds from different categories?
While possible, it's better to compare funds within the same category (e.g., Large Cap vs Large Cap). Different categories have different risk-return profiles, making direct comparison less meaningful.
This calculator provides comparative analysis based on metrics you provide. Past performance does not guarantee future results. Always verify data from official sources before investing.
Mutual fund investments are subject to market risks. Consult a SEBI-registered financial advisor before making investment decisions. This tool is for educational purposes only.