Data-driven clarity for
disciplined investing.
Explore 19 institutional research tools covering trailing returns, quartile rankings, rolling performance, tax comparisons, and STP/SWP analytics.
Mutual Fund Research Directory
Mutual Fund Trailing Returns
Compare 1Y, 3Y, 5Y, 10Y, and Since Launch annualized trailing performance across SEBI categories.
Fund Comparison
Side-by-side comparison of AUM, Expense Ratio, Returns, Risk Metrics, and Benchmarks for multiple schemes.
Quartile Ranking
Quartile performance classification (Q1 to Q4) evaluated relative to category peer groups.
Top Consistent Mutual Funds
Screen funds exhibiting top-decile return consistency across rolling market cycles.
Mutual Fund Annual Returns
Year-by-year historical calendar performance analysis across market regimes.
Top Performing SIP Funds
Rank mutual funds by total accumulated SIP value and annualized XIRR returns.
SIP with Annual Increase
Evaluate outperformance of stepping up monthly SIP contributions annually vs fixed SIP.
Mutual Fund Lumpsum Returns
Calculate point-to-point compound growth of initial lump-sum mutual fund investments.
Rolling Return vs Category
Analyze rolling return distribution probability against category average performance.
Rolling Return vs Benchmark
Evaluate fund alpha generation over 3-year and 5-year rolling observation periods vs TRI benchmarks.
Rolling Return vs Sensex & Gold
Compare equity fund rolling CAGR against traditional asset classes (BSE Sensex & Physical Gold).
PPF vs ELSS
Section 80C tax-saving comparison: 15-year PPF @ 7.1% vs 3-year lock-in ELSS Equity Funds.
Fixed Deposit vs Debt Funds
Post-tax yield analysis comparing Bank FDs against Corporate Bond & Short Duration Debt Funds.
Top Dividend Paying Mutual Funds
Rank IDCW (Income Distribution cum Capital Withdrawal) funds by annual dividend yield.
Mutual Fund Historical Dividends
Inspect historical record dates, NAVs, and per-unit dividend distribution amounts.
MF STP Calculator
Systematic Transfer Plan simulator: Rebalance systematically from Liquid/Debt into Equity.
STP Profit Transfer Calculator
Transfer capital gains generated from Equity appreciation into Debt safety automatically.
MF SWP Return Calculator
Systematic Withdrawal Plan calculator for regular monthly income generation post-retirement.
Latest NAV Research Tool
Search official Net Asset Values (NAV), AUM, and daily updates for all registered schemes.
gavel SMAD Investment Research Disclaimer
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns. Trailing and rolling returns are calculated based on NAV history as of Sep 01, 2026. Quartile rankings and consistency scores are generated using standardized SEBI/AMFI category benchmarks for educational and analytical purposes. Investors should consider their individual risk appetite and consult a SEBI registered investment advisor before making investment decisions.