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Comparing Mutual Fund Schemes
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How to compare two schemes as to which is better?
Which amongst these two are better? DSPBR Tax Saver Fund or Franklin India Taxshield Fund?
To compare two schemes, we can use the Fund Compare tool at https://www.valueresearchonline.com/funds/h2_fund_compare.asp
Add the two schemes and click Funds Compare.
Then use the various criteria to determine which is the best:
1. Rating (5 star is best)
2. Launch Date (older experienced funds are better)
3. Expense Ratio (Less expense ratio is better)
4. 1/3/5 year returns
5. Rank
6. Asset Size
There are various other parameters but they are too technical or might confuse. In most cases these criteria is sufficient to shortlist.
So amongst DSPBR Tax Saver Fund or Franklin India Taxshield Fund, i prefer the DSPBR Tax Saver Fund over the other.
Related Topics
- Understanding Mutual Fund Factsheet
- Evaluating of Mutual Fund Schemes
- Comparing Mutual Fund Schemes
- Mutual Fund performance measurement with CAGR
- Mutual Fund performance measurement with Standard Deviation
- Mutual Fund performance measurement with Sharpe Ratio
- Mutual Fund performance measurement with Beta
- Mutual Fund performance measurement with XIRR