MF Gyan
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.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

otherDirect
Kotak FMP Series 227 - Direct Plan - Growth Option.
3Y ago—
5Y ago—
otherDirect
Reliance Dual Advantage Fixed Tenure Fund IV - Plan C - Direct Plan - Growth Option
3Y ago₹1.35 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.

MetricKotak FMP Series 227 - Direct P…Reliance Dual Advantage Fixed T…
Fund houseKotak Mahindra Mutual FundReliance Mutual Fund
Category1099 Days1099 Days
PlanDirectDirect
Latest NAV₹10.2144₹13.8573
Assets managed (AUM)——
1M return0.61%0.44%
6M return—4.71%
1Y return—4.68%
3Y CAGR—10.53%
5Y CAGR——
Since inception CAGR8.02%11.28%
Bumpiness · 3Y (annualised σ)0.3011.82
Worst drop ever0.00%-12.19%
Sharpe · 3Y (rf=6%)6.320.39