Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
otherDirect
HDFC Balanced Fund -Direct Plan - Growth Option
3Y ago₹1.41 L
5Y ago₹2.47 L
otherDirect
JPMorgan India Mid and Small Cap Fund - Direct Plan - Growth Option
3Y ago₹2.30 L
5Y ago—
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | HDFC Balanced Fund -Direct Plan… | JPMorgan India Mid and Small Ca… |
|---|---|---|
| Fund house | HDFC Mutual Fund | JPMorgan Mutual Fund |
| Category | Income | Income |
| Plan | Direct | Direct |
| Latest NAV | ₹154.425 | ₹20.603 |
| Assets managed (AUM) | — | — |
| 1M return | -2.24% | -11.40% |
| 6M return | 0.66% | 7.23% |
| 1Y return | 8.25% | 3.82% |
| 3Y CAGR | 12.07% | 32.02% |
| 5Y CAGR | 19.81% | — |
| Since inception CAGR | 17.55% | 22.86% |
| Bumpiness · 3Y (annualised σ) | 9.72 | 16.33 |
| Worst drop ever | -14.01% | -21.32% |
| Sharpe · 3Y (rf=6%) | 0.58 | 1.37 |