Ready-made screens across returns, cost and risk — Direct plans only, no ETFs. Open any one in the builder to run it, tweak the conditions, and save it as your own.
Beat 15% CAGR over both 3 and 5 years, with a meaningful corpus.
3y cagr > 15% AND 5y cagr > 15% AND aum > 1000 AND plan = Direct₹10,000 Cr+ funds compounding above 10% over five years.
aum > 10000 AND 5y cagr > 10% AND plan = DirectEquity funds that returned over 20% annualised across five years.
category = equity AND 5y cagr > 20% AND plan = DirectTop-rated (5★ against their own sub-category peers) and under 1% TER.
rating = 5 AND expense ratio < 1% AND plan = DirectLarge-cap funds that still compounded above 12% a year over five years.
sub category = large cap AND 5y cagr > 12% AND plan = DirectFlexi-cap funds compounding above 18% over three years.
Section 80C tax-savers (ELSS) that beat 15% over three years.
Up more than 15% in six months and 25% across the year.
₹1,000 Cr+ funds that beat 15% a year over a full decade.
Cheap (< 0.5% TER) funds with more than ₹5,000 Cr under management.
Small-cap funds with a trailing Sharpe ratio above 0.8.
Small (< ₹500 Cr) funds quietly compounding above 20% over 3Y.
Mid-cap funds that returned over 18% annualised across five years.
sub category = mid cap AND sub category != large AND 5y cagr > 18% AND plan = DirectMulti-cap funds spanning the market that beat 18% over three years.
sub category = multi cap AND 3y cagr > 18% AND plan = DirectValue-style funds compounding above 15% over three years.
sub category = value AND 3y cagr > 15% AND plan = Directsub category = flexi cap AND 3y cagr > 18% AND plan = DirectDebt funds with under 3% volatility still yielding above 6% over 1Y.
category = debt AND volatility < 3 AND 1y cagr > 6% AND plan = DirectHybrid funds with contained volatility and 10%+ three-year CAGR.
category = hybrid AND volatility < 10 AND 3y cagr > 10% AND plan = Directsub category = elss AND 3y cagr > 15% AND plan = DirectEquity-tilted hybrids above 12% over 3Y — a single-fund core holding.
sub category = aggressive hybrid AND 3y cagr > 12% AND plan = DirectDynamic-allocation funds (₹1,000 Cr+) that still beat 11% over three years.
sub category = balanced advantage AND 3y cagr > 11% AND aum > 1000 AND plan = DirectLow-risk arbitrage funds that yielded above 6% over the past year.
sub category = arbitrage AND 1y cagr > 6% AND plan = Direct6m return > 15% AND 1y cagr > 25% AND plan = DirectSectoral & thematic funds that gained more than 25% in a year.
sub category = sectoral AND 1y cagr > 25% AND plan = DirectUp more than 15% over the last three months, with real scale behind them.
3m return > 15% AND aum > 500 AND plan = Direct10y cagr > 15% AND aum > 1000 AND plan = Direct₹5,000 Cr+ funds compounding above 15% a year since launch.
inception > 15 AND aum > 5000 AND plan = DirectEquity funds that move less than the market (β < 0.85) yet beat 12% over 3Y.
beta < 0.85 AND category = equity AND 3y cagr > 12% AND plan = DirectLarge (₹5,000 Cr+) index funds charging under 0.3% — set and forget.
category = index AND aum > 5000 AND expense ratio < 0.3% AND plan = DirectEquity funds past 12% a year over ten, with a ₹1,000 Cr+ corpus — a SIP's horizon.
category = equity AND 10y cagr > 12% AND aum > 1000 AND plan = DirectCheap, large index funds that fell less than the market — a first-fund shortlist.
category = index AND expense ratio < 0.5% AND aum > 1000 AND max drawdown > -35 AND plan = Directexpense ratio < 0.5% AND aum > 5000 AND plan = DirectIndex funds charging under 0.2% a year.
category = index AND expense ratio < 0.2% AND plan = DirectDirect plans under 0.8% TER that still cleared 15% over three years.
plan = direct AND expense ratio < 0.8% AND 3y cagr > 15%Tracking error under 0.5% — the gap between an index fund and its index.
category = index AND tracking error < 0.5 AND plan = Directsub category = small cap AND sharpe > 0.8 AND plan = DirectStrong downside-adjusted returns (Sortino > 2) at scale.
sortino > 2 AND aum > 1000 AND plan = DirectEquity funds that never fell more than 20%, yet beat 12% over 3Y.
category = equity AND max drawdown > -20 AND 3y cagr > 12% AND plan = DirectAdded more than 3% of alpha and compounded above 12% over 3Y.
alpha > 3 AND 3y cagr > 12% AND plan = DirectCaptures over 95% of the market's gains but under 85% of its falls.
down capture < 85 AND up capture > 95 AND plan = Directaum < 500 AND 3y cagr > 20% AND plan = DirectEquity funds whose own portfolio trades under 22× earnings — cheap by holdings, not by NAV.
category = equity AND pe ratio < 22 AND aum > 1000 AND plan = DirectFunds that returned over 25% a year across three years.
3y cagr > 25% AND aum > 500 AND plan = Direct