Screen the whole Indian mutual fund universe, then study it from every angle. One set of filters drives every view.
Sample data. Every fund and AMC on this page is fictional, generated to show how the tool works. Run the builder on your computer to load the real universe.
No dataset found. Put fund_data.js next to this page by running build_fund_lab.py, then reload.
▸Fund filters which funds to show
Asset class
Category
AMC
▸Point-to-point returns filter on returns and quartiles
Return between
to%
Quartile rule
in every one of
Custom period
to
Risk, rolling, consistency and compare settings sit inside their own sections.
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01Returns screener
Point-to-point returns as of the latest NAV. Periods under a year are absolute; one year and longer are CAGR. Shading shows the quartile within the fund's category. Tick funds to send them to Compare.
02Rank history and consistency
The fund's quartile in its category at every quarter-end, ranked on its trailing 1-year return over the last 5 years. Each square is a quarter-end, oldest on the left: Q1 top 25% → Q4 bottom 25%, grey not ranked. Streak counts quarter-ends in a row, up to today, in the top half. Set your own idea of a consistent fund below; every section then shows only the funds that pass.
% of quarters
%
%
quarters in a row
quarters
03Compare
Up to 8 funds side by side. Every number here is measured over the same period for every fund, so a young fund can be compared fairly with an old one. Tick funds in any table, click dots on the capture chart, or search below. Use Enlarge on any chart to open the chart studio, where you can place up to four charts side by side.
▸Compare settings
04Quartile ranks
Quartile within category for every period, plus how often the fund lands in the top half. Q1 is the best 25% of the category. A fund with fewer than four peers still gets a quartile, so check the peer count.
05Rolling returns
Every rolling window ending in the observation period, sampled weekly. Shows how wide the range of outcomes was, not just the latest number. Windows of one year or longer are annualised.
▸Rolling settings
%
06Risk & capture
▸Risk filters & settings
%
%
%
%
%
Reading capture
Up capture is how much of the benchmark's rising months the fund kept. 110% means it rose 1.1 times as much on average.
Down capture is how much of the falling months it took. 70% means it fell only 0.7 times as much. Lower is better.
Up ÷ down above 1 means the fund kept more of the rallies than of the falls. Hybrid and multi-asset funds usually sit well below 100% on both, so compare them with each other, not with equity funds.
The top-left corner of the chart is where you want a fund to sit. Click any dot to add the fund to Compare.
