We look beyond the sales pitch to examine whether a mutual fund beat a fair benchmark, how consistently it did so, and what risk it took to get there.
Past returns are marketed everywhere. Rolling returns and risk-adjusted metrics are hard to find. What you don't see is exactly what you need to make an informed decision.
Rankings reward recent performance. A fund that topped last year's charts may have simply caught a rising market. Past returns, without context, are a trap disguised as a signal.
Commissions create misselling incentives. The fund you're sold is rarely the one that deserves it. It's the one that pays the most to be recommended.
Select your fund on our app and judge the performance yourself.
Did your fund actually outperform?
Easily compare your fund's performance against the benchmark, and see how it holds up across time periods and recent trends.
What happens when markets fall?
See how your fund handles falling markets. Know what to expect, so a downturn doesn't catch you off guard.
Is the return worth the risk?
Higher returns often come with higher risk. Know your fund's risk-return tradeoff and check if it suits your risk tolerance.
Every fund investigated through three lenses: returns, risk, and risk-adjusted performance. Measured against its benchmark across multiple time periods.
Flexi Cap, Multi Cap, Multi Asset and Dynamic Asset, these categories can sound similar while imposing very different rules on equity, debt, market-cap exposure and residual assets.
Mandate
Portfolio mix
Investor fit
It led in five of six completed years and 99% of rolling 3-year observations. Its 2020 drawdown was 6.9 points shallower and recovered 123 days sooner.
20.5%
CAGR
99%
3Y Win Rate
-31.2%
Max DD
Fund platforms often compress research into returns, ratings, and buy flows. We built Fund Investigator to inspect the evidence behind performance before forming a view.
Read why Fund Investigator existsSubscribe and get notified when a new fund investigation goes live.
Subscribe for new investigations