[Research/Survey] Mutual Fund Screener - Need Inputs

Investor Toolkits
1

Hi All,

As a way of giving back to the ValuePickr community, I’ve been working on a mutual fund research platform—think of it as a Screener-like tool, but for mutual funds.

Most existing tools are either:

Too basic (limited insights), or

Too data-heavy (tables without interpretation)

What’s currently missing, in my view, is the ability to analyze mutual funds at a deeper, structural level, such as:

AMC-level buying/selling trends across schemes

Fund manager track record across funds and time

Portfolio churn and conviction signalsC

Changes in holdings (what’s actually being bought/sold month-on-month)

Some features I’m exploring:

SIP Book tracking (where flows are going structurally)

Fund manager “churn ratio” (how often strategy shifts)

Fund churn ratio (portfolio stability vs activity)

AMC-level aggregated views (hidden trends not visible at scheme level)

The idea is to move beyond static data and help answer questions like:

Which AMCs are consistently accumulating specific sectors/stocks?

Which fund managers show long-term conviction vs high churn?

What are early signals of strategy shifts across the industry?

I wanted to open this up to the community to understand:

Would such a platform be useful to you?

What are the key gaps you currently face in mutual fund research?

Any specific features or use-cases you’d want solved?

This is being built primarily for investors like us.(Not planning to monetize —focus is on usefulness.)

Would really appreciate your thoughts and feedback.

2 Likes
2

Definitely this is a requirement, and your efforts would be appreciated.

In fact many PMS use these information you have reflected in selling their advisory services .

We keep hearing that performance of mutual fund manager speaks a lot but fail to track them.

Any movement in the Managers should come to notice on more transparent basis.

Any platform where these gaps can be addressed like screener or valuepickr can be of great use as by far most investors need to take direct mutual fund investments on regular basis and a user friendly data can help a lot in decision making.