CA. Akhilesh Kumarcaakhilesh.in
Open Finance GPT
Tax & Money Lab · Investing Intelligence · Beta

Investing Intelligence

Research. Compare. Simulate. Understand.

Research funds. Compare evidence. Plan your financial goals.

Fund Intelligence34 funds · NAV history from 2015 · returns, rolling windows, volatility, drawdownsCompare FundsTwo to five side by side: returns, consistency, risk, plan gap, freshness — no winner declaredGoal PlannerA target, a horizon, a SIP with step-up: projected corpus under three scenarios and the gapRetirement PlannerToday's expenses → inflated → the corpus that funds them, and whether your plan gets there

How a question becomes a decision

  1. 1Ask
  2. 2Research
  3. 3Verify
  4. 4Compare
  5. 5Simulate
  6. 6Explain
  7. 7Decide

Research → verified data → structured data → deterministic calculation → comparison → explanation. "Best" is never a single fund here: it depends on what you are optimising for, and the page shows the dimensions.

Coverage

34 funds, 69 scheme codes, 1,95,407 dated NAVs.

NAV, returns and risk from AMFI's history since 2015. Expense ratio, AUM, portfolio, manager and riskometer are not yet ingested and show as "Insufficient data" — never estimated.

Investment research and financial education: historical analysis and scenario arithmetic from published data, not investment advice and not a recommendation to buy, sell or hold any scheme. Past performance does not indicate future returns. Mutual fund investments are subject to market risk; read the scheme documents. Nothing you type is stored or sent anywhere.