Compare Mutual Funds
Side-by-side research for 2–4 schemes — NAV, returns, expense/AUM when available, and top holdings. Not a recommendation.
Add funds to compare (2–4)
Add at least two schemes to see a side-by-side comparison.
NAV from published history. Expense ratio, AUM, exit load and risk ratios come from mfdata.in when available and may be incomplete. Holdings are periodic as-of snapshots. Not investment advice.
About Compare Mutual Funds
Research Indian mutual funds — search schemes, inspect portfolio holdings, compare returns, measure stock overlap, detect portfolio duplication and plan SIP or lumpsum.
How it works
Search by name/AMC, open a scheme URL, review NAV + holdings, compare funds, run Overlap or Duplication tools, then use the planner.
Practical tips
Prefer Direct plans for lower expense when suitable; use overlap/duplication to spot concentrated stock exposure — not as a buy/sell signal.
Important to know
NAV is usually previous business day. Holdings are periodic as-of snapshots. Not investment advice.
Frequently Asked Questions
- What is Mutual Fund Research on EnrichReturns?
- Search schemes, open fund pages with latest available NAV, historical returns, charts, portfolio holdings, compare 2–4 funds, measure stock overlap (2–3 funds), detect portfolio duplication, and run illustrative SIP/lumpsum scenarios.
- Is NAV live/intraday?
- No. Open-end mutual fund NAV is generally the previous business day’s published value. We label it latest available NAV.
- Are portfolio holdings live?
- No. Holdings come from periodic mfdata.in family snapshots with an as-of month. Do not treat them as intraday positions.
- How is fund overlap calculated?
- Shared equity stocks are matched after name/ISIN normalization. Weighted overlap sums the smaller weight of each common stock. Cash and derivatives are excluded. EnrichReturns bands (low/moderate/high/very high) are interpretive, not industry standards.
- What is the Portfolio Duplication Detector?
- It lists equity stocks held in two or more of your selected funds (up to 6). Optional investment amounts weight combined portfolio exposure. It highlights concentration — not a buy/sell signal.
- Can I compare funds?
- Yes — Compare Funds for NAV/returns/expense/AUM/holdings side-by-side, Overlap Analyzer for common stocks, and Duplication Detector for multi-fund stock repeats.
- Can I start a SIP from here?
- Planners are illustrative. Start SIPs via your AMC, registrar, or investment app / demat platform.
- Does this recommend the best fund?
- No. We do not label funds as best. Watchlist is local to your browser. Always verify AMC/AMFI documents before investing.