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.

How this page works: It is a directory of fund research tools. You pick a category here and we open the ratings and NAV data on a third-party research platform. Simply Wealth Creation does not provide live prices, NAVs or ratings — those come from the platform you are sent to. Any figures shown here, including platform pricing, are for orientation and may change. Verify current data with the exchange, AMC or your broker before acting. Nothing here is a recommendation to buy or sell.

🔍 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

Debt funds commonly used to park short-term cash and emergency funds — lower volatility than equity, but still market-linked and not risk-free.

View rated funds →

Browse every fund category on Value Research →

Fund lists and star ratings by Value Research — free and updated daily. Direct plans are available directly from each AMC or through platforms that offer them; 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

Illustrate how different expense-ratio assumptions can affect a projected corpus

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

Regular plans typically charge a higher expense ratio than the equivalent Direct plan, since a distributor commission is built in. The gap varies by scheme — this calculator lets you test the rupee impact of different assumptions 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.

Illustrative estimate — not investment advice. Disclosure.

📈 Corpus Growth Over Time — Direct vs Regular

Research Resources

MF Research and Investment Resources

Tools and platforms commonly used for fund research and Direct-plan investing — not an endorsement or ranking

VRO

Value Research Online

MF research platform operating since 1993

Research

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

Combines research and Direct-plan investing in one app

Direct Plans

Genius Score — proprietary fund quality rating

Direct plans available, which carry a lower expense ratio than the equivalent Regular plan

Smart SIP — auto-pause SIP when markets peak

Tax P&L statement for ITR filing

Insurance and NPS integration in same app

Groww

Consumer investing app supporting MF, stocks and more

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

MF investing integrated with a Zerodha trading account

Free

Direct plans — no commission built into the 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

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 a Direct plan — available directly from the AMC or via platforms that offer commission-free Direct plans — to avoid distributor commission.

💡 Key Concepts Every MF Investor Should Know

Direct vs Regular Plan

Direct plans have a lower expense ratio than the equivalent Regular plan, since there's no distributor commission built in. The gap varies by scheme; over long horizons even a modest difference can meaningfully affect your corpus.

Expense Ratio

Annual fee deducted from fund NAV. Index funds typically charge less than actively managed equity funds, since there's no active stock-picking involved. Compare a fund's expense ratio against others in the same category — a lower ratio directly improves net return, all else equal.

CAGR vs Absolute Returns

Always compare funds using CAGR (Compounded Annual Growth Rate), not absolute returns. A fund showing "50% returns" over 5 years works out to roughly 8.5% CAGR — a useful reminder to check the annualised figure before comparing funds.

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.