StocksMutual FundsBondsIPOsAlertsNews

Compare mutual funds by returns, cost and risk

Direct growth plans

ScreenerCompare

Mutual Fund Analytics & Research FAQs

5 topics
Expand
Why are rolling returns more reliable than point-to-point trailing CAGR?
Point-to-point trailing CAGR is highly sensitive to start and end dates—a single bull or bear month can distort the reported 3-year or 5-year return. Rolling returns evaluate hundreds of rolling investment windows across history, revealing the fund’s true return consistency, minimum/maximum outcome ranges, and median performance under varying market cycles.
How does Anvest calculate the Direct Plan advantage over Regular plans?
Rather than estimating commission rates, Anvest directly compares the fund’s verified Direct Plan NAV series against its identical Regular Plan twin NAV series over matching 1Y, 3Y, and 5Y horizons. This measures the exact, realized commission drag deducted by distributors and intermediaries without speculation.
When is official mutual fund NAV published by AMFI?
SEBI mandates that Asset Management Companies (AMCs) upload daily NAVs to the Association of Mutual Funds in India (AMFI) by 11:00 PM on every trading day for domestic funds. For Fund of Funds (FoFs) investing in overseas assets, NAVs are uploaded by 10:00 AM on the following business day.
What is the SEBI categorization framework for Indian equity mutual funds?
SEBI defines strict portfolio allocation rules: Large Cap funds must invest at least 80% in the top 100 stocks by market capitalization; Mid Cap funds must hold at least 65% in companies ranked 101 to 250; Small Cap funds must invest at least 65% in companies ranked 251 and below; Flexi Cap funds can dynamically allocate across all market caps with a minimum 65% equity mandate.
How do Sharpe and Sortino ratios measure mutual fund risk?
The Sharpe ratio measures excess return generated per unit of total risk (standard deviation). The Sortino ratio refines this by penalizing only downside deviation (negative volatility), making it particularly useful for assessing defensive and wealth-preservation funds in Indian equity markets.