[Research/Survey] Mutual Fund Screener - Need Inputs

Investor Toolkits
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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.

12 Likes
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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.

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That would be a game changer. Thank you for doing this for the community.

Returns Since Inception and Past 10 Years (SIP & Lumpsum) are comparable across the same category of mutual fund scheme; for example, all Flexi Cap Funds are comparable on one page sorted by their past returns in SIP or Lumpsum. Something like this available on Moneycontrol.

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Source:

Here, only up to 5 Years is comparable; if you Make a platform, consider 7, 10, 13, and 15 years’ returns in mind, as it can be seen how it performed through cycles of the market.

This can also be sorted by Funds having the biggest SIP book, just Like we Have for AUM.

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This is such a good initiative Jugal. It is definitely needed.

My perspective:

  • I am mostly trying to move most of my funds to my direct equity portfolio but I keep a healthy exposure 40% in Mutual funds as a benchmark. My goal is that if I beat MF for 3-4 consecutive years then I can plan to shift 90% of my equity exposire to direct portfolio
  • I keep my MFs simple, my main objective is to understand the fund manager’s track record. This is something that’s not easy. I couldn’t do it and for me it’s the most important factor for mutual fund investing for people who wanna keep it simple and extremely passive. I want to find a good manager and trust the manager completely which can’t be done as of now.
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@Amit_vohra Thanks for your response, very helpful in validating the need and gap.

I completely agree on the fund manager tracking point. There isn’t an easy way today to systematically track their decisions, movements, and consistency over time.

one of the triggers for this idea was exactly what you mentioned. I’ve personally found it quite difficult to track AMC-level portfolio changes, for ex, cases where one scheme within an AMC is selling a stock while another is buying it. That kind of internal capital allocation shift often goes unnoticed but can be quite insightful.

Out of curiosity:

  • How do you currently track fund manager changes or portfolio shifts (if at all)?
  • Any specific use-cases where you felt the lack of such data/tools more strongly?

Would love to understand this better from your experience.

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@karanshah137 Thanks, it is useful and actionable.

Point on SIP book sorting (like AUM) is interesting, hadn’t thought of it that way. That could surface where incremental flows are going vs just total size.

Building on your inputs:

  • Return comparability + consistency (rolling returns, downside capture, etc.)
  • Flow insights (SIP book trends, not just static AUM)
  • Portfolio-level signals (buy/sell trends across AMCs)

Curious to get your thoughts on this:If you had to pick one, what would be more valuable for you:- Better return comparison tools or deeper portfolio / fund manager insights

Trying to prioritize what to build first.

PS: It is in very early stages of the development.

1 Like
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This would be the priority among all three

8

Thanks all for the inputs so far. Based on my some other discussions, it feels like this might be a latent need.

Would love to hear from more members. Even quick thoughts would help.To make it easier, sharing a few specific questions, feel free to respond to any:

  1. What is the biggest frustration you face in mutual fund research today?
  2. Do you actively track fund managers, or mostly rely on past returns?
  3. Have you ever changed/avoided a fund due to a manager change or portfolio shift?
  4. How closely you track portfoliio changes? (cuts: AMC, Fund Manager etc.)

What would you value more:

  1. Better comparison tools (returns, consistency, etc.)
  2. Or deeper insights (manager track record, portfolio changes, AMC trends)

Even short responses (1–2 lines) would be super helpful.

Trying to build something genuinely useful for investors like us.
PS: Even short responses (1–2 lines) would be super helpful. Your inputs will directly decide whether it should be built or not and if yes, what gets built first.

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Better comparison tools (returns, consistency, etc.) Across Same Category Funds

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It tells you what Active Mutual Funds have bought last month. I find this page quite interesting as it tells me what mutual funds have bought in various categories and which is the maximum held stock in each category of mutual funds. Do let me know your feedback on this.

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Great initiative, @Jugal_Doshi , many thanks! I believe that creating a clear, chronological profile of fund managers and CIOs: detailing their previous roles and fund affiliations, associated fund performance, and possibly a curated collection of documents or interviews that articulate their investment philosophy—would be an exceptionally valuable and distinctive enhancement to the tool.

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@Jugal_Doshi

As pointed out by other senior members “Great Initiative”. I echo the same.

I was thinking of something simpler; perhaps if you can just recreate what Zerodha has done here at https://www.linkedin.com/posts/varsity-by-zerodha®\_know-your-fund-3-hdfc-mid-cap-fund-the-activity-7454773420786966528-jdzK?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAACdr4YBGQn6-HKc3aHmybytVfqIx0rLASk

But in tabular format, SD, Sharpe, Sortino, IR, Upside, and Downside with periods ranging upto 10 yrs (majority funds will fall out of scope).

After that, start with more complex stuff like SIP data etc.

Regards,

Anand

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How many people saw this link, and if you liked it, I can show you more such links which are quite useful. If anyone of you have visited this, please let me and others know of your precious feedback.

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It is quite a useful website. Showing Which Fund Added and Reduced Stake in a particular Stock

Yes, sure, do share.

Can improve UI, keeping it simple like Screener

1 Like
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Put the name of the stock to check which all active mutual funds hold it. This gives you an advantage in the sense you can see if the stock you like, how many other mutual funds hold it.

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Yes, Indeed Mr.Rajesh.This tool for filtering MF schemes on montlhy basis will really give an advantage to new commers like me. Thanks a lot for sharing this.
Is there any tool which can track FIIs position also, I am very new on this journey so quite unaware on this.

Regards

17

Vikash, thanks for your kind words. Normally I do not follow the FII figures, i am only on lookout for small cap funds or stocks. I find this consensus picks a good tool to find which are good small cap stocks which mutual funds are holding or buying. Have a look at the tool, this page gives you an explanation of what to look for and how to go about the search.

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Thanks again Mr.Rajesh Jain..This simplified my process of diving deeper.

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Thanks Vikash, it is my pleasure, I know how tough it is to pick good stocks and hold them.

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This works well, but let’s say PPFAS has Google in its holdings, so I tried searching overseas stocks, but it wasn’t working.

So @Rajesh_Jain Do you have any tool to track that, like which mutual funds in India hold Google?

@Jugal_Doshi you can also consider this feature in your MF tool