{"id":2012371,"date":"2015-01-08T17:08:00","date_gmt":"2015-01-08T11:38:00","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2012371"},"modified":"2015-01-08T17:08:00","modified_gmt":"2015-01-08T11:38:00","slug":"mid-n-small-vs-value-discovery","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2015\/01\/08\/mid-n-small-vs-value-discovery\/","title":{"rendered":"Mid N Small vs. Value Discovery"},"content":{"rendered":"

Sometimes, when you are comparing funds from different AMCs, you stumble across a pair of them that are so similar that it becomes a tough call choosing between them. For example, Religare Invesco MID N SMALL CAP Fund and ICICI Prudential Value Discovery Fund are right on top of each other. Try to spot the difference here (Jan-2012 through Jan-2015):<\/p>\n

\"religare.icici\"<\/a><\/p>\n

Between 2012-01-02 and 2015-01-07, Religare Invesco MID N SMALL CAP Fund has returned a cumulative 172.88% with an IRR of 39.49% vs. ICICI Prudential Value Discovery Fund’s cumulative return of 170.32% and an IRR of 39.05%.<\/p>\n

Their drawdowns are similar as well. And since the NAV is quoted after all expenses, Religare’s expense ratio of 2.97% vs. ICICI’s 2.34% is factored into the returns. <\/p>\n

\"religare.icici.metrics\"<\/a><\/p>\n

In terms of metrics, Religare is marginally better than ICICI. However, there is nothing there to swing the decision one way or the other. <\/p>\n

Run the FundCompare <\/a>tool and have a look for yourself.<\/p>\n","protected":false},"excerpt":{"rendered":"

Sometimes, when you are comparing funds from different AMCs, you stumble across a pair of them that are so similar that it becomes a tough call choosing between them. For example, Religare Invesco MID N SMALL CAP Fund and ICICI Prudential Value Discovery Fund are right on top of each other. Try to spot the … <\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3471,9],"tags":[17],"class_list":["post-2012371","post","type-post","status-publish","format-standard","hentry","category-investing-insight","category-your-money","tag-mutual-funds","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2012371","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/comments?post=2012371"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2012371\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2012371"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2012371"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2012371"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}