--- title: "Compare with | RupeeCase Terminal" description: "The Compare button on a strategy chart adds up to ten indices, funds or other strategies. Each kind of line measures something different." source_url: "https://www.rupeecase.com/learn/terminal/compare-with-indices-and-funds" --- ## Watch: Compare with Compare, under the chart, adds other lines.Compare with: what do index, fund and strategy lines show? 5 chapters, 1:32, with voice and music 1. [Chapter 1Where it is0:15](/instiv2/media/tut3/compare-with-indices-and-funds-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:47](/instiv2/media/tut3/compare-with-indices-and-funds-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/compare-with-indices-and-funds-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:14](/instiv2/media/tut3/compare-with-indices-and-funds-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/compare-with-indices-and-funds-watch-phone-dark-v3-va2.mp4) Screens from the RupeeCase app on sample data. Strategy figures are model, back tested, as of the date on screen. Formula and example numbers are illustrative. Mark as watched 7In this screen ## Every button the video points at. A still from each chapter with its buttons and fields numbered. Pick a number to zoom in on it; hover the still for a close up; Esc shows the whole screen again. Sample data, no order is placed. **1**Where it is**2**What it means**4**How to read it ### Chapter 1: Where it is 1 Show the whole screen 1 Show the whole screen 1. 1**Compare**Compare, under the chart, adds other lines. Shown in the video, not on this still 2. 2**Primary benchmark** The primary benchmark is the line figures and tabs measure against. Shown in the video, not on this still ### Chapter 2: What it means 4 Show the whole screen 4 Show the whole screen 1. 1**Index level, no costs** An index line is the index level: a price index, with no costs. Shown in the video, not on this still 2. 2**NAV after expense ratio** A fund line is its plan's NAV, after its expense ratio. Shown in the video, not on this still 3. 3**Model after charges** A strategy line is model history after estimated charges. Shown in the video, not on this still 4. 4**Each line from 100**Every line starts at 100; the legend gives each return. Shown in the video, not on this still ### Chapter 4: How to read it 1 Show the whole screen 1 Show the whole screen 1. 1**Same window**NIFTY 500 has no costs; Allcap and Midcap are after charges. Shown in the video, not on this still ## Where it is ScreenStrategyBasic The Compare button under the strategy chart opens "Compare with": a search box, the primary benchmark, then Indices, Mutual funds and Strategies. Pick up to 10 and press Done. Basic and Advanced. Index in this video: [Allcap](/strategies/allcap) (strategy page). ## What it means Every line starts at 100 on the window's first point, so growth reads side by side. The kinds differ: an index line is the index level, a price index with no costs; a fund line is the NAV of the fund's plan, after its expense ratio; a strategy line is model history after estimated charges. The primary benchmark at the top of the picker is the line the key figures and tabs measure against, and that choice is saved for every strategy page. ## The formula Each line is its value divided by its value on the window's first point, times 100. Index: price level, no costs. Fund: NAV after the expense ratio. Strategy: model after estimated charges. As computed in the RupeeCase app`Line = value / value on the first point of the window x 100 Index: index level, no costs (a price index: dividends are not added) Fund: NAV of the fund's plan, after its expense ratio Strategy: model history after estimated charges Primary benchmark: saved for every strategy page` ## Worked example Example only * Strategy 100 to 160, index 100 to 130 over the same window * Strategy +60%, index +30%: a 30 point gap * The index has no costs; the strategy line is after charges ## How to read it * The legend gives each line's return at the end of the window. * An index has no costs, a fund is after its expense ratio, a strategy is after estimated charges. * Up to 10 picks, plus the primary benchmark. ## Watch out * Changing the primary benchmark changes it on every strategy page and every figure that uses it. * Index lines are price indices: dividends paid by the companies are not added. * Your picks are saved on this device. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Compare, under the chart, adds other lines. 2. 0:15**What it means.** An index line is the index level: a price index, with no costs. 3. 1:02**Worked example.** Worked example, example only: Strategy 100 to 160, index 100 to 130 over the same window. Strategy +60%, index +30%: a 30 point gap. The index has no costs; the strategy line is after charges. 4. 1:08**How to read it.** NIFTY 500 has no costs; Allcap and Midcap are after charges. 5. 1:22**Watch out.** Watch out: Changing the primary benchmark changes it on every strategy page and every figure that uses it. Index lines are price indices: dividends paid by the companies are not added. Your picks are saved on this device. ## Terms in this tutorial * [Nifty 500](/learn/glossary#nifty-500)Broader index of 500 Indian stocks covering roughly 95 percent of free-float market cap. * [NAV](/learn/glossary#nav)Net Asset Value. * [expense ratio](/learn/glossary#expense-ratio)Annual fee charged by a mutual fund as a percentage of AUM. * [index fund](/learn/glossary#index-fund)Mutual fund that replicates an index. ## Learn it in depth * [Module 1.3: Indices & Benchmarks13 min read, free](/learn/path-1/module-1-3-indices-and-benchmarks) * [Module 6.3: Mutual Funds, Structure, Types and Hidden Costs8 min read, free](/learn/path-6/module-6-3-mutual-funds-structure-types-costs) * [Module 6.5: Index Funds vs ETFs vs Active, The Evidence in India8 min read, free](/learn/path-6/module-6-5-index-funds-vs-etfs-vs-active) TKeep watching ## Next tutorial. [1:09Next tutorial, Find and compareThe Compare card: return or growth per year?The Compare card on the Returns tab ranks the strategy against its benchmark and picks: return under 12 months, growth per year at 12 months or more.Watch next](/learn/terminal/compare-card) ### Related tutorials * [0:57Read a strategy, BasicThe benchmark line: what is the strategy compared with?0:57 video, BasicWatched](/learn/terminal/benchmark-line) * [1:28Find and compare, BasicCompare strategies: how do I set up to four side by side?1:28 video, BasicWatched](/learn/terminal/compare-strategies) * [1:41Find and compare, BasicFilters, sort and shortlist: how do I narrow the list?1:41 video, BasicWatched](/learn/terminal/filters-sort-and-table) [All 67 terminal tutorials](/learn/terminal/) Try it in Practice ## See it on your own screen. Practice mode runs the whole terminal without real orders, so you can open any strategy and find every screen from this tutorial for yourself. [Sign up for RupeeCase](https://invest.rupeecase.com/signup)[Glossary](/learn/glossary) Explore next ## Keep learning the terminal. * [TutorialChart metrics: Value, Return, Drawdown and the log scale1:24 video, Basic](/learn/terminal/chart-metrics-and-log) * [TutorialMarketplace chips: what do New, Partner and the themes mean?1:09 video, Basic](/learn/terminal/marketplace-card-chips) * [TutorialCorrelation: how closely did two lines move together?0:56 video, Advanced](/learn/terminal/correlation-and-diversification) Community ## Join my WhatsApp group. Scan the code, fillFill one short form, and join my WhatsApp group. Slides, sources, factsheets and the rebalance logs live there, and members join a daily Google Meet with me. [Sign up for RupeeCase](https://invest.rupeecase.com/signup) [Join the WhatsApp group](https://forms.gle/C6HMtM1Z2GfeocQV7) [One form, one group](https://forms.gle/C6HMtM1Z2GfeocQV7)Scan with your phone camera Education only, not investment advice. Screens are recordings of the RupeeCase app on sample data. Strategy figures are model, back tested and after estimated charges, as of the date on screen; they are not client returns and not a promise of future returns. Formula and worked example numbers are illustrative. RupeeCase is a technology platform operated by QC Alpha Technologies Pvt Ltd; it is not a mutual fund, a PMS, an AIF or a SEBI registered investment adviser. Trades execute through your own SEBI registered broker and the shares sit in your own demat. Investments in securities markets are subject to market risks.