Parth
Founder, FinvestR · CFA Level 2
Founder of FinvestR. Builds the ranking engine, the agent, and the data pipelines that turn AMFI feeds into something an Indian investor can actually act on. AMFI-registered Mutual Fund Distributor (ARN-142502) and NISM-Series-V-A certified. CFA Level 2 cleared, with a research bent for data-based insights, and works hands-on with clients on their investments. Writes the monthly rankings post.
4 articles
Is your mutual fund portfolio over-diversified?
The four practical checks for over-diversification: count the funds, look at AMC overlap, measure category overlap, and check if your top 3 funds are doing all the work. With a worked example and a fix.
XIRR vs CAGR vs Absolute Returns: what your statement hides
Why the 14% on your CAS statement is not the return you actually earned, what XIRR and CAGR really measure, and which one to use when you compare your portfolio to the Nifty.
Why you don't need SIF in your portfolio
A sharp look at SIF, SEBI's new long-short product, and why its capped-upside payoff is the last thing you want after two flat years in equity mutual funds.
Top mutual fund rankings: July 2026
Our July 2026 category-wise mutual fund rankings, with 1Y, 3Y, 5Y, Sharpe 3Y and a final score for every top-5 fund. Methodology on the page.
Most recent first. Last published on 25 Jul 2026.