The whole universe, one search.
~1,900+ funds from one screen — a single All Funds table with a deep filter rail, sortable by 1Y / 3Y / 5Y return, expense and rank.
Filter by sub-category, AMC, risk, AUM and index category — then sort the whole set in one click.
Research turned into client conversation.
Turns a fund’s research into client-ready talking points — a one-line pitch plus plain-language points on performance, cost, drawdown, holdings and risk-adjusted return.
Then share a clean, client-safe PDF — talking points plus the FD-vs-category-vs-fund chart. AI as research assistance, not investment advice.
Talking points for client conversations
A clean, client-safe summary you can read out, screen-share, or send. — Summit Flexi Cap Reg Gr
Summit Flexi Cap Reg Gr pairs excellent downside protection (worst 3-year drawdown of 10.12% vs 18.39% category average) with notably lower costs (1.05% expense ratio vs 1.76% category average) versus Flexi Cap peers. It also holds up well on risk-adjusted return.
Summit Flexi Cap Reg Gr has delivered a 3-year return of 14.53%, ranking above the category median among 34 Flexi Cap peers (No. 13 of 34) and running 0.93% ahead of the category average of 13.60%.
At 1.05%, Summit Flexi Cap Reg Gr is cheaper than the Flexi Cap category average of 1.76% — on a ₹1,00,000 investment that works out to roughly ₹715 less in annual costs than the typical peer, a small but real edge that compounds over the long term.
In its worst 3-year stretch, Summit Flexi Cap Reg Gr fell 10.12%, a shallower decline than the Flexi Cap category average drawdown of 18.39% — pointing to relatively better downside protection than the typical peer.
Summit Flexi Cap Reg Gr holds 64.2% in large-cap stocks (mid: 1.8%, small: 3.9%) versus the Flexi Cap category average of 56.0% large-cap exposure, giving it a more conservative, large-cap-oriented positioning than the typical peer. Its portfolio of 72 stocks is more diversified than the category average of about 64 holdings.
Summit Flexi Cap Reg Gr's 3-year Sharpe ratio of 0.81 is above the Flexi Cap category average of 0.50 (Sortino ratio: 1.30), meaning it has rewarded investors better per unit of risk taken than the typical peer.
Up to four funds, side by side.
Pick up to 4 funds and compare across facts, performance and risk — each with its Dhan Saarthi Score. Backtest a SIP or lumpsum over 3Y–10Y and download a client-ready report.
Full compare tool adds portfolio overlap, shared holdings and a client-ready report (Tools → Compare Mutual Funds). Figures illustrative.
Never miss a new launch.
Every new fund offering in one feed — open/close dates, days to close, category, benchmark, minimum SIP and one-time amounts.
Transact — SIP or one-time — for a client in place. See more in Industry Updates.
Connected to the rest of your platform.
A scored fund, a chosen basket, a validated strategy — outputs flow straight into the recommendation workflow, then to execution.
Manual research vs. Dhan Saarthi Research.
The whole research desk, in one workflow.
See it on your own desk.
Discover, score, compare and validate — then turn any of it into a recommendation in a click.
Frequently asked questions.
The short, honest answers — no sales call required.
What is the Mutual Fund Research suite in Dhan Saarthi?
The research engine behind every recommendation — discovery across ~1,900+ funds, consolidated fund research, Saarthi IQ scoring, Saarthi AI talking points, fund comparison, model baskets, historical backtesting and NFO tracking, all in one workflow. It is the Investment Engine pillar.
Can I discover and research funds without switching between sites?
Yes. The Mutual Fund Explorer searches the whole ~1,900+ fund universe from one screen with deep filters, and each fund opens one consolidated page — overview, performance, holdings, peer analysis and a returns calculator.
What is Saarthi IQ?
A proprietary Compass Score out of 100 from four weighted factors — Management, Alpha Consistency, Risk Efficiency and Participation Efficiency — mapped to five verdicts, with category rank and recommended SIP/lumpsum usage. Refreshed monthly. A research signal, not investment advice.
What does Saarthi AI do?
It turns a fund's research into client-ready talking points — a one-line pitch plus plain-language points on performance, cost, drawdown, holdings and risk-adjusted return — then generates a clean, client-safe PDF to share. Research assistance, not investment advice.
How does fund comparison work?
Pick up to four funds and compare across facts, performance, risk, portfolio measures and category rank, each with its Dhan Saarthi Score. Run a SIP or lumpsum growth backtest over 3–10 years, see a portfolio-overlap matrix and shared holdings, and download a client-ready report.
Can I backtest a strategy before recommending it?
Yes. Backtest any model basket against historical data — set amount, date range, rebalancing and SIP or lumpsum — and get invested vs final value, cumulative return, XIRR, max drawdown, volatility, Sharpe, Sortino, a value-growth chart and a ranked drawdowns table.
Does it track new fund offerings?
Yes. The NFO Explorer lists every new fund offering with open and close dates, days to close, category, benchmark and minimum SIP or one-time amounts, and you can transact for a client in place.
What do I do next?
Book a demo or start free.
Pick a slot — see Dhan Saarthi live.
20 minutes, no slides — just the product on your own data.