Fund Comparison
Two funds, side by side — returns, risk, rolling returns and how closely they move together.
Two funds, side by side
Trailing and rolling returns, volatility, Sharpe, max drawdown, a lump-sum-plus-SIP backtest, and the correlation between the two funds — so you see not just which led, but whether holding both actually diversifies or just doubles the same bet.
Illustrative result with sample data — run it on a real fund after signing up.
Every metric that matters, in one view
Returns and risk together
Compare trailing returns alongside volatility, Sharpe and drawdown so you weigh reward against risk.
Rolling returns
Rolling windows show consistency over time rather than a single point-to-point number.
Correlation
See how closely the two funds move together — a quick read on whether they truly diversify each other.
Three steps to a complete comparison
Choose two funds
Search and select the pair you want to compare.
We align their histories
We compute returns, risk and rolling windows over the overlapping NAV period and backtest a lump sum plus SIP.
Compare on the metrics that matter
Read the side-by-side table, the backtest, and the correlation to see where each fund leads.
Common questions
How should I compare two mutual funds?+
Look beyond point-to-point returns: (1) rolling returns over 1Y/3Y for consistency, (2) risk-adjusted returns via Sharpe, (3) maximum drawdown for downside risk, (4) rolling volatility for stability, and (5) correlation — if two funds move together, holding both adds little diversification.
What is the Sharpe ratio?+
Return per unit of risk: (fund return − risk-free rate) ÷ volatility. Higher is better. In India the risk-free rate is usually the ~91-day T-bill (around 6.5%). Above 1.0 is generally considered good; above 2.0 is excellent.
Why are rolling returns better than CAGR for comparison?+
CAGR is point-to-point and very sensitive to the start and end dates. Rolling returns measure every window of a given length across the history, showing how consistently a fund performs — not just how one lucky stretch looked.
What does correlation between two funds mean?+
It ranges from −1 to +1 and measures how similarly two funds move. Near +1 they move in lockstep (little diversification benefit); near 0 they move independently; negative means they offset. Two large-caps from different AMCs often sit above 0.9 — nearly identical.
Should I hold both funds if one looks better on paper?+
Not necessarily. A fund that leads on one metric may lag on others, and if two funds are highly correlated (above ~0.85) holding both just doubles the same exposure. Diversification usually comes from a genuinely different category, not a near-twin.