Fund vs Indices Comparison
Compare a mutual fund's rolling returns against multiple market indices. Select up to 6 indices to see how the fund performs relative to various benchmarks over different time periods.
Select a fund and indices, then click Compare Performance
About Fund vs Indices Comparison
This tool allows you to compare a mutual fund's rolling returns against multiple market indices simultaneously. By analyzing performance across different benchmarks, you can better understand how your fund performs relative to various market segments and investment styles.
Key Features
- •Multi-Index Comparison: Compare against up to 6 different indices at once
- •Rolling Returns Analysis: See consistency of performance over time
- •Visual Comparison: Interactive charts with distinct colors for each index
- •Statistical Insights: Detailed statistics including best, worst, and average returns
- •Return Distribution: Understand the probability of achieving different return levels
How to Use
- 1Search and select the mutual fund you want to analyze
- 2Choose one or more indices to compare against (up to 6)
- 3Select the rolling period (1, 3, 5, 7, 10, or 15 years)
- 4Optionally set a start date to focus on a specific time period
- 5Click “Compare Performance” to see the results
Understanding the Results
The chart shows how the fund's rolling returns compare to each selected index over time. The statistics table provides detailed metrics including:
- •Least Returns: The worst rolling return period and when it occurred
- •Most Returns: The best rolling return period and when it occurred
- •Average Returns: Mean return across all rolling periods
- •Return Distribution: Percentage of time returns fell in different ranges
Why Compare Against Multiple Indices?
Different funds have different investment mandates. For example:
- •A large-cap fund should be compared against Nifty 50 and Sensex
- •A mid-cap fund might be compared against Nifty Midcap 150
- •A multi-cap or flexi-cap fund could be compared against multiple indices to see where it gets its returns from
- •Comparing against both equity and debt indices can show risk-adjusted performance
Tips
- 💡Start with the fund's official benchmark index, then add other relevant indices
- 💡Look for consistent outperformance rather than just comparing averages
- 💡Pay attention to the return distribution - consistent returns are often more valuable than volatile high returns
- 💡Consider the time period carefully - longer periods (5+ years) give more meaningful insights