When selecting mutual fund schemes for your investment portfolio, do you tend to get puzzled?
Well, Mutual Fund Screener is a self-help easy-to-use online tool that you could use to compare and analyse the performance of funds on various parameters -- the asset type, market capitalization, Net Asset Value (NAV), the expense ratio, historical returns, performance across market cycles, risk ratios, portfolio characteristics, and so on.
This screener shall give, you fair insights alongside PersonalFN's ratings (based on our proprietary S.M.A.R.T score matrix: Systems and Processes; Market Cycle Performance; Asset Management Style; Risk-Reward Ratios and Performance Track Record) to decide which are the worthwhile mutual fund schemes from the respective categories and sub-categories to add to your portfolio.
Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing.
*Do note this is for information purposes only and is not meant to influence your investment decisions. It should not be treated as a mutual fund recommendation or advice to make an investment decision.
Note that the output derived from using PersonalFN's Mutual Fund screener is not a recommendation. It is merely an online tool that gathers data to filter schemes depending on the parameters you select. Just like you compare products online before purchasing them, using this screener can help you compare and choose mutual funds.
Using the mutual fund screener shall save you the time of individually going through the factsheet of mutual funds. It's convenient and a simple self-help online tool.
Important note: Ideally, you should not just choose schemes based on historical performance, but also consider your personal risk profile, the investment objective, the financial goals you plan to address, and the time in hand to achieve those envisioned goals, to make 'suitable' choices. In case you are unclear as to how to go about doing this, reach out to a SEBI-registered investment adviser.