About this site
Is WealthTicker free?
Yes, and there is no paid tier. The screener, every fund page, the comparison tool and all the calculators work without an account. Even the watchlist works signed out — it is kept in your browser, and merged into your account if you later sign in. Only portfolio tracking requires an account, because the holdings have to be stored somewhere.
Do you earn a commission on funds you rank?
No. WealthTicker is not a distributor, broker or investment adviser, carries no commission or trail on any scheme, and has no arrangement with any AMC. There is nothing a fund house could pay for that would move it up a ranking.
Is any of this investment advice?
No. WealthTicker is an information and research tool. Nothing on it is advice, a recommendation, or an offer to buy or sell. We are not a SEBI-registered investment adviser. A fund ranking first means it came first under a stated formula over a stated window — not that it suits you, and not that it will do so again.
Can I buy funds here?
No. There is no transaction facility of any kind. You invest through the AMC directly, through an RTA such as CAMS or KFintech, or through whichever platform you already use.
Where the data comes from
Where do the NAVs come from?
From AMFI’s own daily NAV publication, which every fund house is required to report to. Nothing is supplied to us by an AMC and nothing is hand-entered.
How fresh is the NAV?
AMFI publishes once each business day, after markets close. A background worker checks for the new file every 15 minutes and updates as soon as it appears, so the site is normally current within minutes of publication. Every fund page shows the date of the NAV it is displaying — if that date looks stale, it is the last one AMFI actually published.
Where do expense ratio, AUM and holdings come from?
Those are not in the AMFI NAV feed. They are collected separately from public fund pages on a best-effort basis and refreshed hourly, which means they can lag a fund’s own factsheet by a day or two. Where a figure is missing we show nothing rather than guessing.
Why does your return differ from the fund house’s?
Usually one of four reasons: a different start and end date, Direct versus Regular plan, growth versus IDCW option, or point-to-point versus rolling measurement. All our figures are computed from NAV history using the formulas on the methodology page, so any difference can be traced to a stated choice rather than a black box.
Are all schemes included?
Everything AMFI publishes, with one deliberate exception: side-pocketed or segregated portfolios are left out of screens and rankings. Their NAVs reflect a distressed asset that was carved out of the parent scheme, so including them would distort every comparison they appeared in.
About the numbers
Is your star rating a SEBI or agency rating?
No. It is computed here from public NAV history using weights that are written out in full on the methodology page, and it ranks a fund only against its own SEBI sub-category peers. It is not affiliated with, and should not be confused with, any rating agency’s product.
Why is a fund ranked well here but poorly elsewhere?
Different rating systems weight different things over different windows, and most do not publish their weights. Ours are on the methodology page precisely so you can see which choice you disagree with — the risk-free rate, the trailing window, or the weighting itself.
Do you account for tax and exit load in returns?
No. Displayed returns are pre-tax and before exit load, which is the industry convention and what makes funds comparable with each other. The portfolio section computes capital-gains tax separately with FIFO lot matching, and every fund page shows its own exit load.
Accounts and privacy
What happens to my portfolio data?
A CAS statement is parsed to extract your transactions and holdings, which are stored against your account so the portfolio persists between visits. It is never shared, sold, or used to market anything to you — there is nothing being marketed.
Can I delete my account?
Yes, from the settings page, and it removes your account along with its watchlist and portfolio data.