An independent mutual fund screener

Why it exists

India has thousands of mutual fund schemes and no shortage of places to read about them. Almost all of those places are distributors: the site ranking funds for you also earns a commission when you buy one, and the working behind a rating is a trade secret. That is a bad shape for a decision about your money.

WealthTicker takes the opposite shape. Every return, risk statistic and star on the site is computed here from the daily NAV history AMFI already publishes, using formulas that are written down on the methodology page. You can check the arithmetic. You can disagree with a specific choice — the risk-free rate, the trailing window, the weights in the rating — and know exactly which one you’re disagreeing with.

What's here

• A screener over the full AMFI universe — filter by category, fund house, returns, risk, expense ratio, AUM and rating, then sort by any column.
• A page for every scheme with NAV history, trailing and rolling returns, volatility, Sharpe, Sortino, drawdown, category rank, holdings, managers, and a SIP/lumpsum backtest against the fund’s real NAV history.
• 41 category pages ranking the best funds in each SEBI sub-category, and a page for every fund house.
• Side-by-side comparison of up to four funds across every metric, with growth-of-₹100 overlaid.
• 37 calculators — SIP, lumpsum, SWP, step-up SIP, XIRR, retirement, EPF, PPF, NPS, income tax and more.
• Portfolio tracking by importing your CAS statement, with FIFO capital-gains computation.

How it makes money

It doesn’t — not from you and not from the funds it ranks. WealthTicker is not a SEBI-registered distributor, broker or investment adviser. It carries no commission or trail on any scheme, sells no placement, and has no arrangement with any AMC. There is nothing a fund house could pay for that would move it up a ranking.

That is deliberate rather than incidental: the moment a ranking has a revenue interest in its own outcome, it stops being a measurement. If that ever changes, it will be stated on this page before it is true anywhere else on the site.

What it is not

WealthTicker is an information and research tool. Nothing on it is investment advice, a recommendation, or an offer to buy or sell any security. A fund appearing first in a ranking means it came first under a stated formula over a stated window — not that it is suitable for you, and not that it will do so again.

Suitability depends on your goals, horizon, tax position and risk tolerance, none of which this site knows. If you want advice, speak to a SEBI-registered investment adviser. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Figures are computed from third-party data (AMFI and its mirrors) and may contain errors or gaps. Where our data can’t support a number honestly, the site shows a blank rather than a guess. If you spot a figure that looks wrong, check it against the scheme’s own factsheet — and the scheme document wins.

Contact

Wrong figure, broken page, or anything else — write to support@wealthticker.in. Include the fund or the page URL; that is usually enough to reproduce it. This is a support address, not an advice desk: we can’t tell you what to buy or sell.

Independence and data

All source data is public: AMFI’s daily NAV publication and scheme-level AUM and expense-ratio disclosures, plus the AMCs’ own published portfolio and manager disclosures. No fund house supplies data to this site directly and none reviews it before publication.

NAVs update within minutes of AMFI publishing them each business day; slower-moving data refreshes hourly. Every fund page carries the date of the NAV it is quoting, and a scheme that has stopped pricing shows blanks rather than a stale figure presented as current.