Mutual fund Terminal: filter and sort every fund at once

What problem does the Terminal solve?

A screener that sends each filter to a server and waits is fine for one question. It is slow when you are testing ten versions of it: what if the cost cap is 0.8% instead of 1%, what if I drop the ten-year floor? The Terminal at /pro loads the whole analysed fund universe into your browser once. Every filter and sort after that is instant, and a running count tells you what each change did.

It needs a free account. Signed out, you see the first rows blurred behind a "Sign in to see the Terminal" card, with "Create a free account" below it. Despite the /pro address, it has no paid tier; the paid plans on the site belong to the developer API.

What is on the screen?

Open the Terminal and the page has four parts:

• A market pulse strip across the top, with live index quotes.
• A filter rail on the left, or a Filters button on a phone or tablet.
• The table, sorted by AUM, largest first, 100 rows a page (50, 250 and 500 are options).
• A count, "N analysed funds shown". "Analysed" means funds with computed return and risk metrics, which is why the classic screener can list one or two more.

Out of the box the filters are Plan: Direct and Option: Growth. On 15 October 2026 that showed 1,810 funds.

The filters

The rail groups about 35 controls into sections:

• Universe: Category, Sub-category, Fund house, Scheme type, Plan, Option
• Returns: Absolute return 3M, 6M and 1Y ≥; CAGR 3Y, 5Y and 10Y ≥; 3, 5 and 10-year average annual rolling return ≥
• Cost & Size: Max exp %, Min AUM ₹Cr
• Risk: Min Sharpe, Max DD %, Max std dev %, Risk-o-meter levels
• Ratios (vs benchmark): Min alpha %, Max beta, Min Sortino, Min Treynor, Min info ratio, Min R², Max downside capture %
• Valuation & Portfolio: Max P/E, Max P/B, Market-cap tilt, Min holdings
• Attributes: Min age yrs, Max turnover %, SIP from ≤ ₹, Lock-in, No exit load only

Every box is a floor or a ceiling. A fund with no value for that metric fails the test, so a ten-year floor quietly removes every fund younger than ten years. The foot of the rail shows the live result count and a Reset button.

The columns

The default columns are NAV, AUM, Exp, 1Y, 3Y, 5Y, 10Y, Incep and Cat %ile. The Columns menu adds others: Rating, P/E, YTD, 1M, 3M, 6M, Vol, Sharpe, Sortino, Max DD, Alpha, Beta, R², Treynor, Info, Track Err, Up Capt, Down Capt and Risk. Your choice is remembered in this browser.

Cat %ile deserves a word. Every other return column is an absolute figure, so a small cap's 20% and a liquid fund's 7% sit side by side as if comparable. Cat %ile is the performance score behind the star rating, ranked within the fund's own peer group, where 100 is the top of the group. It is the column that compares like with like.

Worked example: flexi caps, cheap and established

The rules are written before looking at names. Set Sub-category to Flexi Cap Fund, keep Direct and Growth, then add one filter at a time:

The five-year floor alone does most of the work: most flexi caps either lack five years or compounded below 12%. The cost cap removes JM Flexi Cap at 1.08% and Quant Flexi Cap at 1.07%. The size floor removes Bank of India Flexi Cap, at ₹2,876 crore. Two remain:

Now switch on the Max DD column. HDFC Flexi Cap's deepest fall reads −41.84%, ICICI Prudential Flexi Cap's −19.71%. That is not a like-for-like result. ICICI Prudential's fund began in July 2021, after the March 2020 crash, which accounts for most of HDFC's figure. The Incep column and the dash under 10Y say the same thing. Maximum drawdown is only comparable over the same stretch of history.

Adding a fourth filter, a 5-year average rolling return of at least 14, keeps both: 16.66% for HDFC and 15.01% for ICICI Prudential. Rolling averages are explained in rolling vs trailing returns.

Look closer, or compare

Click any row to open the Advanced analysis panel: the NAV and its date, a NAV chart, + Compare and Full page →. The checkbox at the start of each row adds a fund to a compare tray, up to four. The tray's Compare → opens them on the compare page. The star on each row adds the fund to your watchlist.

What the Terminal does not do

• It does not save a screen. Filters reset when you reload; columns are remembered.
• It does not export. For a CSV, use the classic screener or a compare page.
• It does not recommend. A fund that passes every filter has only passed rules you chose. Shortlisting a fund with the screener takes the next steps with rolling returns and worst falls, and comparing two funds side by side reads the result. Nothing here is a recommendation.