How do I compare two mutual funds on Morningstar?
Ava Robinson
Updated on February 26, 2026
Scroll to the Tools section on the right side and click Fund Compare. To compare funds: In “Enter ticker†box, type the tickers you wish to compare and then click “Add to List†button. Once you see the tickers added to the list, click Show Comparison.
Keeping this in view, how do you compare two mutual funds?
- Compare three-year returns of one fund with three-year returns of another fund.
- Compare fund returns of large-cap funds with the given broad-based index like BSE Large-cap and not with BSE Mid-cap index.
- Compare the growth plan of one fund with a growth plan for another.
Furthermore, can I have 2 mutual fund accounts? Also, avoid putting in a great percentage of your total mutual fund investment in small cap mutual funds. Debt funds: Ideally 1, but 2 is also good. Most debt mutual funds give you similar returns so it doesn't make sense for you to own multiple debt mutual funds.
Likewise, people ask, how do you analyze different mutual funds?
Step 1: Determine the sector weights for both the fund and the index. Step 2: Calculate the contribution of each sector for the fund by multiplying the sector weight by the sector return. Repeat for the index. Step 3: Calculate the rate of return for the fund by adding the contribution of each sector together.
How do you compare funds?
The Right Way to Compare Equity Mutual Funds
- a. Compare Long-Term Performance.
- b. Don't only Look at Returns.
- c. Compare Downside Protection of the Funds.
- d. Compare Fund Performance to the Right Benchmark i.e. Category Average Returns.
- e. Look at each Risk Measure in relation to others.
- f.
Related Question Answers
What is Blue Chip Fund?
Blue chip funds are equity mutual funds that invest in stocks of companies with large market capitalisation. These are well-established companies with a track record of performance over some time. Blue Chip is commonly used as a synonym for large cap funds.Which mutual funds are best to invest now?
Here is the list of top 10 schemes:- Axis Bluechip Fund.
- Mirae Asset Large Cap Fund.
- Parag Parikh Long Term Equity Fund.
- Kotak Standard Multicap Fund.
- Axis Midcap Fund.
- DSP Midcap Fund.
- Axis Small Cap Fund.
- SBI Small Cap Fund.
Which is the highest return mutual fund?
7 Equity Mutual Funds With Highest Returns Over 5-Years- Tata Digital India Fund - Direct Plan.
- ICICI Prudential Technology Fund Direct Plan.
- Aditya Birla Sun Life Digital India Fund - Direct Plan.
- Edelweiss Greater China Equity Off-shore Fund, Direct plan.
- Franklin India Feeder Franklin US Opportunities Fund.
How do I find the best mutual funds?
How to Identify the Best Mutual Funds to Invest in?- Identify your Goals.
- Identify you Risk.
- Get your Asset Allocation Right.
- Understand and Analyse Attributes of Mutual Funds.
- Fund Managers' Past Performance and Experience.
- Seek Financial Advice.
What is the difference between regular and direct mutual fund?
What is the difference between direct and regular plan in mutual funds? A direct mutual fund plan is what you buy directly from the mutual fund house whereas, a regular plan is what you buy from an advisor/broker/distributor. In case of a regular plan, the mutual fund company pays commission to the intermediary.How does Moneycontrol compare to mutual funds?
To compare funds, start typing scheme name and our auto suggest feature will help you complete your search. You can enter between 2 to 5 schemes at a time and click on the "COMPARE" button.How do benchmarks compare to mutual funds?
Benefits of Benchmarks- You can compare a benchmark return with the return of a mutual fund to evaluate its performance.
- You can use a benchmark to compare between two different funds that fall in the same category.
- You can use a benchmark to evaluate the possible performance of a fund that is about to be launched.
How do mutual funds predict performance?
Factor such as mutual fund returns, turnover rate, volatility, expense ratio are used to find the relative efficiency of funds using DEA. The end result not only provides funds with good return but at the same time these funds are consistent in performance and stable in nature.How do I check my mutual fund history?
There are three main sources that you can tap into to check an MF's historical NAV:- Individual AMC websites.
- The Association of Mutual Funds of India (AMFI) NAV history page.
- ETMONEY.
How do you analyze a mutual fund portfolio?
How to analyze mutual fund portfolio?- Understand the market and the economic cycles.
- Get familiar with mutual fund statistics.
- Know and analyze the portfolio.
- Focus on a longer period for mutual fund performance.
- Know the good and bad performance.
How do you read mutual funds?
The first piece of information to analyze with mutual fund performance is the fund's returns compared to an appropriate benchmark. For example, if you want to see how well you fund is performing, it's best to compare it to the average return for funds in the same category.What is a week's high and low on a mutual fund table?
52 Week High and Low – These numbers show the highest and lowest prices that the fund closed at on any trading day during the past year. This time period is updated on a daily basis to trail that day's closing price. Fund Name – This is typically abbreviated, because most fund names are rather long.What affects mutual fund performance?
This performance is affected by the decisions that the fund management team takes, as well as twists and turns in the market, either equity or debt. Fund management teams make best efforts to take the right decisions based on price, quality, risk, financials, news flows and economic developments.What are the different types of mutual funds?
Different Types of Mutual Funds- Equity or growth schemes. These are one of the most popular mutual fund schemes.
- Money market funds or liquid funds:
- Fixed income or debt mutual funds:
- Balanced funds:
- Hybrid / Monthly Income Plans (MIP):
- Gilt funds:
Why mutual funds are bad?
However, mutual funds are considered a bad investment when investors consider certain negative factors to be important, such as high expense ratios charged by the fund, various hidden front-end and back-end load charges, lack of control over investment decisions, and diluted returns.Can I lose money in mutual funds?
There is no guarantee you will not lose money in mutual funds. The profit and loss in mutual funds depend on various factors such as market volatility, economic growth, stock performance etc. It is also possible that a manager of a mutual fund could be dishonest and get caught financial scam.Is it good to invest two mutual funds?
The investing version of this idea is diversification and every investor knows that diversification is good. Mutual fund investors generally take this to mean that they should not invest in just one or two funds, but must spread their investments across lots of funds.Is it bad to invest in a lot of mutual funds?
While mutual funds are popular and attractive investments because they provide exposure to a number of stocks in a single investment vehicle, too much of a good thing can be a bad idea. The addition of too many funds simply creates an expensive index fund.Should I put all my money into one mutual fund?
The investing version of this idea is diversification and every investor knows that diversification is good. Mutual fund investors generally take this to mean that they should not invest in just one or two funds, but must spread their investments across lots of funds.How much should I invest in mutual funds per month?
Therefore, your investments in mutual funds should be 20% of your monthly salary. If you are able to cut down on spending on wants, then you can utilise the same in increasing your mutual fund investment.Which is better mutual fund or shares?
Unless you are dealing in a significant number of stocks at the same time, your money will be at high risk. Mutual funds have a longer-term growth trajectory and will give good returns only after 5-7 years, while shares could give you quick returns if you buy and sell at the right time and choose high-growth stocks.How much money should you put in a mutual fund?
On average, you can be expected to front a minimum of $2,500 to open a mutual fund. However there are funds that require amounts as little as $500. Because of this large difference in minimum investment amounts, it helps to shop around before selecting a mutual fund.How many mutual funds should I buy?
So how many funds should one have in one's portfolio:And ideal count in any portfolio is about 8 schemes, where you have different kinds of equity and debt funds. Also, ensure there is real diversification in your schemes and not just the same mandate with different fund names, Shweta said.
What are top mutual funds?
Best-performing U.S. equity mutual funds as of April 2021| Symbol | Fund | Fund performance (5-year return) |
|---|---|---|
| BRSVX | Bridgeway Small-Cap Value | 17.19% |
| BRSIX | Bridgeway Ultra-Small Company Market | 18.8% |
| DFSVX | DFA US Small Cap Value I | 12.44% |
| MSVZX | MassMutual Select Small Company Val I | 14.34% |
Which Small Cap Fund is best?
Top 10 Small Cap Mutual Funds| Fund Name | Category | 1Y Returns |
|---|---|---|
| SBI Small Cap Fund | Equity | 81.7% |
| Edelweiss Small Cap Fund | Equity | 97.8% |
| Canara Robeco Small Cap Fund | Equity | 100.2% |
| ICICI Prudential Small Cap Fund | Equity | 108.9% |
What is ELSS account?
ELSS or Equity Linked Savings Schemes are Mutual fund investment schemes that help you save income tax. That's why they are also known as tax-saving funds. The Income Tax Act, under section 80c, allows taxpayers to invest up to INR 1.5 lakh in specific securities and claim it as a deduction from their taxable income.Which mutual fund is best in Groww app?
Top 10 Equity Mutual Funds| Fund Name | Category | 1Y Returns |
|---|---|---|
| Mirae Asset Emerging Bluechip Fund | Equity | 67.5% |
| Axis Midcap Fund | Equity | 61.0% |
| Mirae Asset Tax Saver Fund | Equity | 64.6% |
| Canara Robeco Equity Tax Saver | Equity | 58.3% |
