Invest with clarity
Everything you need to understand mutual funds — how to use the screener, what the metrics mean, and how to pick the right fund for your goals.
How to use the Screener
Four simple steps to find your ideal fund.
Filter & Discover
Use the sidebar to filter funds by category, risk level, AMC, and rating. Narrow down thousands of funds instantly.
Search Any Fund
Type a fund name or AMC in the search bar to instantly find and jump to any scheme across all categories.
Analyze Performance
Click any fund to open its analytics — NAV charts, rolling returns, risk metrics, drawdowns, and peer comparisons.
Shortlist & Compare
Save funds to your watchlist and compare them side-by-side to pick the best fit for your portfolio.
Key metrics explained
Decode every number shown in the screener.
Net Asset Value
The per-unit market price of a fund. Calculated daily after market close.
Assets Under Management
Total market value of all assets the fund manages. Larger AUM generally means more stability.
Annual Management Fee
Yearly fee charged by the fund. Lower means more of your returns stay with you.
Compounded Annual Growth Rate
Your annualised return over a period, accounting for compounding — the gold standard metric.
Excess Return over Benchmark
How much more (or less) the fund returned vs its benchmark. Positive α = manager added value.
Market Sensitivity
Measures how much the fund moves relative to the market. Beta > 1 means more volatile than the index.
Risk-Adjusted Return
Return earned per unit of total risk taken. Higher Sharpe = better bang for your risk.
Standard Deviation
How much fund returns fluctuate over time. Higher = more volatile, riskier ride.
Sortino Ratio
Like Sharpe but only penalises downside volatility — better for evaluating funds in falling markets.
Redemption Fee
Fee charged when you redeem units before a specified period (usually 1 year). Nil after that.
Which fund is right for you?
Match fund categories to your goals and risk appetite.
Equity Funds
Invest primarily in stocks. Best for long-term wealth creation with higher risk tolerance.
Debt Funds
Invest in bonds and fixed-income instruments. Stable, predictable returns with lower risk.
Hybrid Funds
A mix of equity and debt for a balanced risk-return profile. Ideal for moderate investors.
ELSS Funds
Tax-saving equity funds under Section 80C. 3-year lock-in with high growth potential.
Index Funds
Passively track Nifty/Sensex. Very low expense ratio and no fund manager risk.
Liquid Funds
Park surplus cash here. Redeemable in 24 hours — better than a savings account for short parking.
Curated learning resources
Trusted sources to take your investing knowledge further.
Free Comprehensive Course
The most complete free resource on mutual funds — types, SIP math, taxation, and fund selection.
YouTube Channel
Bite-sized Hindi & English videos on fund selection, market concepts, and investment strategies.
Beginner-Friendly Articles
Well-structured articles on MF basics, SIP vs lump sum, NAV, returns, and more.
Official Investor Education
Official AMFI portal with certified investor education material and verified fund data.