SMART MUTUAL FUND RESEARCH
Research Smarter.
Invest With Clarity.
Research, compare and discover mutual funds using performance, risk, consistency, cost and portfolio quality.
- Transparent ratings
- Category-relative research
A complete view.
A considered decision.
01 / RESEARCH PLATFORM
Powerful Research.
Clearer Decisions.
From your first question to your next decision. Explore the details that give a fund its context.
Fund Screener
Find your starting point.Explore funds by category, risk and the metrics that matter to you.
Fund Rankings
Put performance in context.See how a fund compares with peers in its own category.
Compare Funds
Look beyond the headline.Examine returns, risk, cost and ratings side by side.
Goal-Based Research
Give your research a purpose.Connect your horizon and risk comfort with suitable categories.
02 / THE FULL PICTURE
Research Every Fund
From Multiple Angles.
A return tells one part of the story. Understand the risk, consistency and cost behind it.
- 01 Performance & consistency
- 02 Risk & risk-adjusted returns
- 03 Portfolio quality & cost
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Research snapshot
- 1Y return
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- 3Y return
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- 5Y return
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- Category rank
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- Risk
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- Expense ratio
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03 / CONNECTING THE SIGNALS
One Score.
Multiple Research Dimensions.
A structured view of a fund, with category-specific context.
No single measure tells the whole story.
Performance
The return journey
Consistency
Across time periods
Risk
The downside matters
Risk-adjusted Return
Return for risk taken
Portfolio Quality
What the fund holds
Cost
The expense of investing
04 / A PURPOSE FOR YOUR PLAN
Invest For
What Matters.
A future home. A new chapter. A well-earned retirement. Begin with your goal, then put the research around it.
Build My Investment Goal- 01Goal
- 02Horizon
- 03Risk Profile
- 04Suitable Category
- 05Ranked Funds
05 / EXPLORE THE RESEARCH
A Clearer View.
Fund by Fund.
| Fund / Category | Rating | Score | 1Y | 3Y | 5Y | Risk | Research |
|---|---|---|---|---|---|---|---|
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Past performance does not guarantee future returns. Understand the ratings
A LITTLE MORE CLARITY
Good Research.
Clear Answers.
Understand the thinking
behind the numbers.
How does InvestEdge rate mutual funds?
InvestEdge brings together available performance, consistency, risk, risk-adjusted return, portfolio and cost metrics. The applicable model and weights depend on the fund category. Read how we rate funds.
Are ratings category-relative?
Yes. Ratings place a fund in the context of comparable peers. A rating in one category should not be treated as a like-for-like comparison with a different category. Explore the methodology.
What data sources are used?
Availability depends on the source and research metric. Check the source and as-of information for each fund, and verify current details with the scheme documents. View our data sources and limitations.
Does InvestEdge guarantee returns?
No. Ratings and historical metrics are research information, not return guarantees or personalised investment advice. Mutual funds carry risk, including the risk of capital loss. Read the research disclaimer.
How are goal recommendations generated?
The goal journey uses your target, time horizon and risk assessment to identify suitable categories and ranked funds through InvestEdge's goal framework. Recommendations remain subject to market risk and available data.
How often is fund data updated?
Update schedules differ by source and metric. Refer to each fund's as-of dates; a recently updated NAV does not mean every portfolio or risk metric was updated at the same time.
PERSPECTIVE BEFORE PERFORMANCE
Research Before
You Invest.
More context. Better questions. A clearer starting point.