Mutual Fund Research

Find the Right Mutual Fund for You

Filter by category, AMC, rating, risk level and returns. We route you to the best research platform — with live NAV, performance history, and direct investment options built in.

🔍 What Kind of Fund Are You Looking For?

Pick a category to open its live, star-rated fund list on Value Research — no login, no setup. Each opens in a new tab with the funds already loaded.

Stability

Large Cap

Big, stable blue-chip companies — the low-volatility core of most portfolios.

View rated funds →

Diversified

Flexi Cap

One fund spread across large, mid & small caps; the manager decides the mix.

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Growth

Mid Cap

Faster-growing mid-sized companies — higher return potential, bigger swings.

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Aggressive

Small Cap

High-risk, high-reward small companies for long horizons and strong stomachs.

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Tax Saving

ELSS (80C)

Equity funds that save tax under Section 80C, with a 3-year lock-in.

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Balanced Core

Aggressive Hybrid

~65–80% equity plus a debt cushion — a solid single-fund core holding.

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Auto-Managed

Balanced Advantage

Automatically shifts between equity & debt based on market valuations.

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Park Cash

Liquid Fund

Ultra-safe debt funds to park short-term cash and your emergency fund.

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Browse every fund category on Value Research →

Fund lists and star ratings by Value Research — free and updated daily. To invest in Direct plans, use ET Money or Groww (linked below). Always check the Direct plan and expense ratio before investing.

📊 Found a fund? Calculate your SIP returns first.

Enter your monthly amount and expected CAGR — see exactly how much corpus you'll build over time.

Open SIP Calculator →

Original Tool

Direct vs Regular Plan Calculator

See exactly how much more you earn by choosing Direct plans over Regular plans

💡 How Much Does the Expense Ratio Difference Actually Cost You?

Regular plans charge 0.5–1% more per year than Direct plans. This calculator shows the real rupee impact over time.

Monthly SIP Amount ₹10,000

Expected Market Return (% p.a.) 12%

Regular Plan Expense Ratio (%) 1.5%

Direct Plan Expense Ratio (%) 0.5%

Investment Period 15 yrs

Extra Money from Direct Plan

—

Direct Plan Corpus —

Regular Plan Corpus —

Direct Plan Net Return —

Regular Plan Net Return —

Adjust the sliders to see your personalised result.

📈 Corpus Growth Over Time — Direct vs Regular

Recommended Platforms

Best Free MF Research & Investment Platforms

Ranked by Simply Wealth Creation for data quality, ease of use, and direct investment capability

VRO

Value Research Online

India's most trusted MF research platform since 1993

⭐ Editor's Pick

5-star rating system trusted by crores of investors

Complete 20-year NAV and return history

Portfolio overlap checker across funds

Detailed fund factsheet with holdings, sector allocation

Compare up to 5 funds side by side

Morningstar India

Global fund research methodology applied to India

Research

Morningstar Analyst Rating — gold, silver, bronze

Risk-adjusted return comparison across categories

Manager tenure and fund house stability analysis

Style box — value vs growth, large vs small analysis

Portfolio X-ray for underlying stock exposure

ETM

ET Money

Best all-in-one: research + direct plan investing

Direct Plans

Genius Score — proprietary fund quality rating

Invest in Direct plans (save 0.5–1% expense ratio)

Smart SIP — auto-pause SIP when markets peak

Tax P&L statement for ITR filing

Insurance and NPS integration in same app

Groww

Simplest interface for first-time MF investors

100% Free

Start SIP from ₹100/month — no minimum

Direct plans available with zero commission

Instant KYC and investment in under 5 minutes

SIP, Lumpsum, and Step-up SIP all supported

Stocks + MF + Gold + FD in one app

COIN

Zerodha Coin

Best for traders who also want to invest in MFs

Free

Direct plans — zero commission, lowest expense ratio

MF units held in demat form — same as stocks

Integrated with Kite for single portfolio view

XIRR and CAGR tracking across all funds

Tax P&L statement for capital gains reporting

MFC

MF Central

Official platform by AMFI — all fund houses in one

Official

Official AMFI-backed platform — most trusted source

Consolidated Account Statement (CAS) download

Switch, redeem, and SIP across all AMCs in one place

No login needed for NAV lookup — instant access

Nominee update and KYC status check

Compare Platforms

Side-by-Side Feature Comparison

Feature	Value Research	Morningstar	ET Money	Groww	Zerodha Coin	MF Central
Fund research & ratings	✓ Best-in-class	✓ Gold standard	✓ Genius Score	Basic	Basic	✗ No
Direct plan investing	✗ Research only	✗ Research only	✓ Yes	✓ Yes	✓ Yes	✓ Yes
Min SIP amount	N/A	N/A	₹500/mo	₹100/mo	₹500/mo	Varies
Commission-free	N/A	N/A	✓ Zero commission	✓ Zero commission	✓ Zero commission	✓ Zero commission
Portfolio tracker	✓ Free	✓ X-Ray	✓ Free	✓ Free	✓ Free	✓ CAS
Tax P&L statement	✗ No	✗ No	✓ Yes	✓ Yes	✓ Yes	Partial
20-year return history	✓ Yes	✓ Yes	5 years free	3 years	3 years	✗ No
Fund overlap tool	✓ Yes	✓ Yes	✗ No	✗ No	✗ No	✗ No
Stocks + MF both	✗ MF only	✓ Yes	✗ MF only	✓ Yes	✓ Yes	✗ MF only
Best for	Research	Global research	Smart investing	Beginners	Zerodha users	Official records

How to Use This Page

From Research to Investment in 4 Steps

🗂️

Pick a Category

Click a category card above — Large Cap, Flexi Cap, ELSS, and more — based on your goal and risk appetite.

🔍

See Rated Funds

Each card opens that category's live, star-rated fund list on Value Research — no login, funds already loaded.

📊

Compare & Shortlist

Compare star ratings, long-term returns, portfolio holdings and peers to shortlist the funds worth your money.

💸

Invest via Direct Plan

Once decided, invest through Groww, ET Money, or Zerodha Coin — all commission-free Direct plans to maximise your returns.

💡 Key Concepts Every MF Investor Should Know

Direct vs Regular Plan

Direct plans have lower expense ratios (0.5–1% less) since there's no distributor commission. Over 20 years, this difference can add lakhs to your corpus.

Expense Ratio

Annual fee deducted from fund NAV. Index funds charge 0.1–0.2%. Actively managed equity funds charge 0.5–1.5%. Lower is almost always better for long-term investing.

CAGR vs Absolute Returns

Always compare funds using CAGR (Compounded Annual Growth Rate), not absolute returns. A fund showing "50% returns" over 5 years is only ~8.5% CAGR — mediocre.

NAV Misconception

A low NAV fund is NOT cheaper. NAV simply reflects the fund's current value per unit. What matters is the fund's portfolio quality and returns, not the NAV number.