Archive · 31 Jul 2025
Using a Mutual Fund Screener: A Simple Guide
Imagine you want to pick the best candies, but there are tons to choose from!
A mutual fund screener is like a special tool that helps you sort through all the different types of funds.
You tell it what you like, like if you're okay with risk or want to save for a long time.
The screener then shows you funds that might be a good fit.
When you compare funds, only compare similar ones, not a gummy bear with a chocolate bar!
Also, past results don't always predict the future.
Finally, after the screener narrows your choices, do your own research on the funds.
If you're still unsure, ask an expert!
Mutual fund screeners help investors compare and shortlist schemes.
Screeners allow filtering by category, sub-category, financial goals, and risk appetite.
Compare schemes within the same category and sub-category to avoid 'apples to oranges' comparisons.
Focus on attributes like expense ratio and portfolio rather than just NAV.
Past returns are not guaranteed indicators of future performance; consider risk.
- Who
- Investors use mutual fund screeners.
- What
- A mutual fund screener is a tool to compare and shortlist mutual fund schemes.
- When
- Screeners are helpful tools to use when investing in mutual funds.
- Where
- Screeners are online tools.
- Why
- To help investors efficiently navigate the vast array of mutual funds.
Investors Should
Investors Should Not
Comparison Basis
Investors Should
Compare schemes of similar type.
Investors Should Not
It is wrong to compare funds of different types.
Relying on Returns
Investors Should
Use past returns cautiously.
Investors Should Not
Past returns do not guarantee future performance.
- Purpose
- Compare mutual funds
- Function
- Filter funds based on criteria
- Inputs
- Category, sub-category, goals, risk appetite
- Output
- Scheme performance, ratings, NAV
- Important Consideration
- Compare within same category/sub-category
- Caution
- Past returns aren't future predictors