To analyze a mutual fund’s performance, follow these steps:

1. Search for Funds:

Use the search bar to look up specific funds or schemes.

For example, typing "Axis Mutual Fund" in the search box will display a drop-down list of available funds.



2. Navigate to the Fund’s Page:

Select a fund, such as Axis Bluechip Fund, to view detailed information.

3. Check Returns:

Toggle between ‘Regular’ and ‘Direct’ schemes to compare their returns. The graph on the right-hand side dynamically updates to show returns across different time frames.




4. View Key Metrics:

The current NAV (Net Asset Value) for both regular and direct plans is displayed on the left side of the page. Below the NAV, you’ll find the Morningstar rating (on a scale of 1-5) to gauge the fund’s performance.

Review the fund's performance over 3 months, 6 months, 1 year, 3 years, and 5 years. Identify if the fund ranks in the top, middle, or bottom of its category based on returns. You will also find details like absolute returns, highest NAV, and lowest NAV for the selected time frames.



5. Evaluate Risk and Compare Performance:

Assess the risk level associated with the fund and add the fund to your watchlist or mutual fund portfolio for future tracking.

You can compare mutual funds with their benchmarks to evaluate past performance and returns. For instance, the benchmark index for Axis Bluechip Fund Dir Gr is the S&P BSE 100 India Total Return Index. Category returns for the fund over the years provide insights into its performance



By following these steps, you can effectively evaluate a mutual fund’s performance and make informed investment decisions.