To ensure that comparisons are made with similar and comparable schemes, follow these steps:
Step 1: Visit Value Research Online
Go to the Value Research website to access comprehensive fund data and click on Funds as shown in the image below.
Step 2: Click on the Fund Monitor
Refer to the screenshot below.
Step 3: Select a category from the options below for comparison and review.
For instance, let’s choose the Large-Cap Category.
Step 4: Use the Other Filters to narrow down the search.
Find the most suitable funds with the help of available filters. Make sure that “Regular” is selected (Note: Currently, we do not offer direct funds.)
Step 5: A Dialog Box would appear as shown.
Step 6: Choose Management Style.
Choose Active and click on Apply as shown below.
Step 7: Wait for the data to load.
The list will display all the funds in the selected category (e.g., Large-Cap).
Step 8: View Results for Other Categories.
Similarly, view the results for the Small-Cap category as shown below.
Disclaimer: The views expressed here are of the author and do not reflect those of Dhanvantree. Mutual funds are subject to market risks, please read the scheme documents carefully before investing.