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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.

6 articles

Cover image for: Top mutual fund rankings: September 2026
rankings9 Sept 202610 min read

Top mutual fund rankings: September 2026

Our September 2026 category-wise mutual fund rankings, with 3M, 1Y, 3Y, 5Y, Sharpe 3Y and a final score for every top-5 fund. Quant and LIC MF dominate the movers.

Cover image for: Top mutual fund rankings: August 2026
rankings2 Aug 202610 min read

Top mutual fund rankings: August 2026

Our August 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.

Cover image for: Is your mutual fund portfolio over-diversified?
portfolio25 Jul 20269 min read

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.

Cover image for: XIRR vs CAGR vs Absolute Returns: what your statement hides
tools13 Jul 20269 min read

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.

Cover image for: Why you don't need SIF in your portfolio
product6 Jul 20266 min read

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.

Cover image for: Top mutual fund rankings: July 2026
rankings2 Jul 202610 min read

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 9 Sept 2026.