Mutual Fund Research
1,500+ funds. 45+ SEBI categories. We cut through the noise so you don't have to.
What is Mutual Fund Research?
With over 1,500 mutual funds and 45+ SEBI categories, choosing the right fund is overwhelming without expert guidance. Our AMFI-certified research team analyses every relevant fund on risk-adjusted returns, consistency, manager quality, and expense efficiency — then shortlists the ones that actually earn their returns, not just market themselves. The output is opinionated, goal-linked, and updated every quarter.
What Mutual Fund Research Contains
Every report is built around five analytical pillars — so you know exactly how each fund pick was arrived at, and how to act on it.
Risk-adjusted fund rankings across all SEBI categories — not just raw return numbers
Goal-based SIP portfolio construction for retirement, education, wealth building, and emergency
NFO evaluations before the subscription window closes — Subscribe, Neutral, or Avoid
Debt fund yield and duration analysis for conservative and fixed-income investors
Fund manager profiling — track record, portfolio changes, and transition impact on your holdings
Mutual Fund Research all in One Place
Six report formats covering every aspect of mutual fund investing — from quarterly picks to NFO calls to debt market guidance.
Top Fund Picks — Quarterly Review
Our AMFI-certified advisors shortlist the top 3 performing funds in each SEBI category — large-cap, mid-cap, small-cap, flexi-cap, ELSS, hybrid, liquid — ranked by risk-adjusted returns, consistency, and fund manager tenure.
SIP Portfolios for Every Goal
Ready-made SIP portfolios designed for specific goals: Retirement (20+ year horizon), Children's Education (10-year), Wealth Building (7-year), and Emergency Corpus (liquid/ultra-short term).
NFO Analysis — Subscribe or Avoid?
Every new fund offer analysed before the subscription window closes — fund house track record, manager credentials, mandate uniqueness vs. existing funds, and a clear Subscribe/Neutral/Avoid call.
Debt Fund Yield Compass
Monthly analysis of the debt fund landscape — current yield-to-maturity across categories, duration risk assessment, credit quality review, and recommended funds for each risk-return profile.
Fund Manager Watch
Quarterly profiles of key fund managers whose moves matter — performance attribution, portfolio changes, and how fund manager transitions affect your existing investments.
Category Review — When to Switch?
Identifies underperforming funds in your portfolio against category peers and benchmarks — with specific switch recommendations to better-performing alternatives in the same category.
This Quarter's Fund Picks are Ready
Login to read the latest fund rankings, SIP portfolios, and NFO calls — or open a demat account to get started.
This quarter's fund picks are ready.
Login to read the latest AMFI-certified fund rankings, goal-based SIP portfolios, and NFO analysis — or open your free demat account.
Unlock All Reports + Fund Portfolios
Open your Shriram Demat account and get free, unlimited access to all quarterly fund picks, SIP portfolios, NFO analysis, debt fund guides, and fund manager watch reports.
Frequently Asked Questions
What is Shriram Mutual Fund Research?
Our AMFI-certified advisors review over 1,500 funds across 45+ SEBI categories every quarter to shortlist funds that have earned their returns — not just marketed them. The research covers equity funds, debt funds, hybrid funds, ELSS, and NFOs.
How are fund picks selected?
We rank funds on risk-adjusted returns (Sharpe ratio), consistency across rolling periods, fund manager tenure, AUM stability, and expense ratio relative to category peers. We shortlist the top 3 in each relevant SEBI category.
What is a goal-based SIP portfolio?
A goal-based SIP portfolio assigns specific funds and monthly SIP amounts to a defined financial goal — for example, ₹10,000/month across 3 equity funds for a 7-year wealth building goal. Each portfolio is rebalanced quarterly based on updated fund rankings.
Should I invest in an NFO?
Not automatically. We evaluate every mainboard NFO before the subscription window closes — assessing fund house track record, manager credentials, and whether the mandate is genuinely unique vs. existing funds. We issue a clear Subscribe, Neutral, or Avoid call.
How do I access mutual fund research reports?
Full reports and SIP portfolios are available to clients with an active Shriram demat or investment account. Opening an account is free, fully digital, and takes under 10 minutes.
How often are fund recommendations updated?
Top fund picks and SIP portfolios are reviewed quarterly. NFO analysis is published before each subscription window closes. Debt fund yield analysis is published monthly. Fund manager profiles are updated quarterly or when a significant portfolio change occurs.
Not Sure Which Fund to Choose?
Book a free 15-minute call with one of our AMFI-certified advisors. We'll review your goals, risk appetite, and existing holdings — and recommend a SIP portfolio built specifically for you.
Invest Systematically with Expert-Curated Funds
Open a free Demat account and get access to quarterly fund picks, goal-based SIP portfolios, NFO analysis, and debt fund guidance — all from AMFI-certified advisors.