Research that survives a second look
A fund that topped last year's table and a fund that beats its category most of the time are rarely the same fund. These tools are built to tell them apart.
Returns
What a fund actually returned, over the period you care about.
Mutual Fund Rolling Returns
Point-to-point returns over 1, 3, 5 and 10 years, alongside the category average.
Open toolMutual Fund Annual Returns
Discrete calendar-year returns, which expose the bad years that trailing numbers smooth over.
Open toolMutual Fund SIP Returns
What a monthly SIP started on a given date would be worth today, measured as XIRR.
Open toolSIP With Annual Increase
Historical returns on a SIP that was stepped up every year, versus one that was not.
Open toolComparisons
Fund against category, index, gold and the obvious alternatives.
Rolling Return Vs Category
Every possible holding period rolled across the fund's history and compared to its category.
Open toolRolling Return Vs Sensex & Gold
The same rolling analysis set against equity and gold benchmarks over matching windows.
Open toolPPF Vs ELSS
The two main 80C routes compared on returns, lock-in, risk and post-tax outcome.
Open tool7 tools, one conclusion.
Research narrows the field. Choosing between what is left still depends on your horizon and your temperament — which is the conversation to have with an advisor.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.