Compare Mutual Funds
Two to five funds, the same dated evidence in columns. The table says which had the lower volatility or the deeper drawdown — it does not declare a winner.
Side by side
Worked example
Two funds on the same index.
How to read two columns, on real figures. The table describes the two funds. It does not choose between them.
| Direct plan, to 01 Nov 2026 | UTI Nifty 50 Index Fund | HDFC Nifty 50 Index Fund |
|---|---|---|
| Return a year over 3 years | +7.39% | +7.33% |
| Return a year over 5 years | +6.46% | +6.41% |
| Expense ratio | 0.25% | 0.29% |
| Volatility over 3 years | 13.30% | 13.30% |
| Worst fall from a peak | -38.4% | -38.4% |
- Same index, so look at cost first. Both follow the Nifty 50, so they hold the same shares in nearly the same proportions. Their expense ratios differ by 0.04 of a percentage point.
- Then at the return. Over five years their yearly returns differ by 0.05 of a percentage point.
- Risk tells them apart least. Two funds on one index rise and fall together, so volatility and the worst fall come out almost the same.
Investment research and financial education: historical analysis and scenario arithmetic from published data, not investment advice and not a recommendation to buy, sell or hold any scheme. Past performance does not indicate future returns. Mutual fund investments are subject to market risk; read the scheme documents. Nothing you type is stored or sent anywhere.