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SENSEX 81,420 (+0.45%)•NIFTY 24,850 (+0.52%)•GOLD Rs.73,450/10g (+0.18%)•Live NAV

📊 MF Research Hub

15 powerful research tools — trailing returns, NAV lookup, rankings, rolling returns, calculators & more

📅 Data as on —
Funds Listed
32
In category
Best 1Y Return
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Top performer
Avg 1Y Return
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Category avg
Total AUM
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Combined AUM
Mutual Fund Trailing Returns
Equity: Multi Cap • 1 Year • Open Schemes
Scheme Name AMC Launch Date AUM (Cr) Exp% 1Yr% 3Yr% 5Yr% 10Yr% Launch% Compare
Mutual Fund Annual Returns
Calendar year returns 2020–2024
Scheme Name AMC Category AUM (Cr) 2024% 2023% 2022% 2021% 2020% Compare
Mutual Fund SIP Returns
Rs.5,000/month • 3 Years • XIRR based
Scheme Name AMC Invested (Rs.) Current Value (Rs.) Gain (Rs.) XIRR% Abs Return% Compare
Mutual Fund Lumpsum Returns
Rs.1,00,000 • 3 Years • CAGR based
Scheme Name AMC Invested (Rs.) Current Value (Rs.) Gain (Rs.) CAGR% Abs Return% Compare

⚙️ SWP Calculator Inputs

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Yr

📊 SWP Results

Remaining Corpus
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Total Withdrawn
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Total Invested
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Monthly Withdrawal
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Duration
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Effective Rate
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CorpusWithdrawn
■ Remaining■ Withdrawn

⚙️ STP Profit Transfer Calculator

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Yr

📊 STP Results

Final Portfolio Value
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Total Gain
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Source Fund Final
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Target Fund Final
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Total Transferred
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Initial Investment
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STP systematically moves funds from a stable debt source to an equity target, reducing timing risk while earning on idle capital.

Mutual Fund STP Return Calculator
Compare STP returns vs direct lumpsum investment in equity
Source Fund Target Fund STP Period Monthly Transfer Source Return% Target Return% STP Final Value Lumpsum Value STP Advantage

⚙️ SIP with Annual Step-Up

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📊 Step-Up SIP Results

Final Corpus
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Total Gain
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Total Invested
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Last Year SIP/Mo
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Wealth Multiple
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Effective XIRR~
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Year SIP/Month Year Invested Portfolio Value Total Gain
Fund Quartile Ranking
Q1=Top 25% | Q4=Bottom 25% within category
Scheme Name AMC AUM (Cr) 3Yr Return% Rank Quartile (3Y) Quartile (2Y) Quartile (1Y) Consistency
Top Consistent Fund Schemes
Funds with consistent Q1/Q2 performance over 5 years
Scheme Name AMC 5Yr CAGR% 3Yr CAGR% 1Yr Return% Consistency Score Q1 Count Q2 Count AUM (Cr)
Market Capture Ratio
Up-Capture: Higher = Better | Down-Capture: Lower = Better | Capture Ratio > 1 = Outperformer
Scheme Name AMC Up Capture% Down Capture% Capture Ratio Alpha% Beta Sharpe Sortino
Funds Tracked
8,200+
Live NAV data
AMCs Listed
45
AMFI registered
Updated At
5:30 PM
Every business day
Source
AMFI
Official data
Latest NAV - All Funds
Rolling Return vs Category Average
3-Year Rolling CAGR vs Category Avg (Monthly frequency)
Period End Date Fund 3Y CAGR% Category Avg% Outperformance% Beat Category?
Rolling Return vs Benchmark
3-Year Rolling CAGR - Fund vs Nifty 500 TRI
Period End Date Fund 3Y CAGR% Benchmark CAGR% Alpha% Beat Benchmark? % Times Beaten
Rolling Return vs Sensex & Gold
3-Year Rolling CAGR: Fund vs Sensex TRI vs Gold (Multi-asset comparison)
Period End Date Fund 3Y CAGR% Sensex 3Y CAGR% Gold 3Y CAGR% Best Asset Fund vs Sensex% Fund vs Gold%
Compare Selected Funds (Max 5)

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📊 Mutual Fund Comparison Matrix