Fund Explorer

Sorts a category by how much return each fund delivered for the risk it took (its volatility). It rewards steadier compounding over funds that merely rode a rally.

How it ranks: Sharpe (3Y) = (3-year annualised return − risk-free rate) ÷ annualised volatility. Funds are then ranked, highest Sharpe first, within their SEBI category.

Limits: Backward-looking. A high past Sharpe does not guarantee future risk-adjusted returns, and volatility is only one definition of risk.

Sorts a category by how frequently a fund beat its peers across many overlapping 3-year periods, rewarding repeatable performance over a single lucky stretch.

How it ranks: Consistency = the share of rolling 3-year windows (monthly start dates) in which the fund's annualised return exceeded the category's median 3-year return. Ranked highest-consistency first.

Limits: Past performance is NOT indicative of future results. A strong record can break the moment the manager, mandate or market regime changes.

Will sort a category by total expense ratio — the single most reliable predictor of relative long-run net returns. Activates once an open TER feed is wired in.

How it ranks: Funds ranked by total expense ratio (TER), lowest first, within category, using Direct-plan figures.

Limits: Cost is one factor; the cheapest fund is not automatically the right one for you.

Uses a statistical factor model (Z-score combination) to rank funds based on short-term 6-month momentum, 3-year consistency, and 3-year Sharpe ratio. Designed to identify funds with strong recent momentum and robust track records.

How it ranks: Predictive Score = (6M Momentum Z-score × 0.5) + (3Y Consistency Z-score × 0.3) + (3Y Sharpe Z-score × 0.2), scaled to a 0-100 index.

Limits: Statistical model based purely on historical data. Does not guarantee future returns and is subject to market regime changes.