How do you compare fund holdings?
How do you compare fund holdings?
The easiest way to compare funds is to use an ETF screener (you can use a mutual fund screener for index and mutual funds). Just find the fund category you’re looking for and break the results down from there.
Where can I compare index funds?
FundVisualizer allows you to compare index funds and determine which offer the most competitive expenses.
How do I choose a mutual fund?
If the goal is negotiable but short-term, a balanced fund would be the best option. Once you have figured out the type of mutual fund you need to invest in–equity, debt or balanced–you should choose a fund that has a long history of doing well over different market cycles.
Which index fund is best investment?
The following table shows the best index funds in India, based on the past 10-year returns:
| Mutual fund | 5 Yr. Returns |
|---|---|
| HDFC Index Fund-Sensex Plan | 16.67% |
| LIC MF Index Fund-Sensex Plan-Direct Plan-Growth | 16.33% |
| IDFC Nifty Fund-Growth-Direct Plan | 16.29% |
| UTI Nifty Index Fund – Direct Plan – Growth | 16.19% |
Which is the best index fund?
The following table shows the best index funds in India, based on the past 10-year returns:
| Mutual fund | 5 Yr. Returns | Min. Investment |
|---|---|---|
| HDFC Index Fund – Sensex Plan – Direct Plan – Growth | 16.89% | ₹5000 |
| Tata Index Fund Sensex Direct Plan | 16.76% | — |
| ICICI Prudential Sensex Index Fund | — | ₹100 |
| HDFC Index Fund-Sensex Plan | 16.67% | ₹5000 |
Where can I find a mutual fund comparison chart?
This chart and its data will be saved to your library. To share with clients, click “+PDF” to add a chart to the PDF creator. FundVisualizer is a free, advisor-only tool for comparing mutual funds (including ETFs and no-loads) in head-to-head comparisons and from within portfolios.
How is the fundvisualizer used to compare mutual funds?
Use FundVisualizer to compare funds across more than 80 different performance and risk metrics. Once you have selected funds for comparison, choose an interactive chart that helps tell the story that meaningful information for your clients.
How to compare ETFs to mutual funds on TD Ameritrade?
If you have a mutual fund, CEF or ETF in mind and would like to find similar alternatives available through TD Ameritrade, enter a fund symbol and screen for alternatives from amongst mutual funds, CEFs, ETFs, index funds or a combination of all four. Error: Symbol lookup .
How to compare a stock to a ETF?
A comparison of asset allocation weighting by sector, with options to view as a bubble chart or in table form. Click a point on the chart to see the percent of the fund’s exposure to that sector. Displays the top holdings in each fund. Click a specific holding to see how long the fund has held that holding and how much is invested.
How do you compare fund holdings? The easiest way to compare funds is to use an ETF screener (you can use a mutual fund screener for index and mutual funds). Just find the fund category you’re looking for and break the results down from there. Where can I compare index funds? FundVisualizer allows you to…