Mutual Fund Comparision Table

Mutual Fund Investing
1

Hi @DhanHQ team! Loving the Mutual Fund feature set, though still eagerly waiting for a full-fledged Mutual Fund web portal for seamless desktop analysis & transactions. To make MF research on Dhan top-tier, could you consider adding these parameters to the MF screening tables?

:spiral_calendar: Extended Horizons: 7Y & 10Y Return columns + Rolling Returns

:bar_chart: Return Metrics: CAGR, Portfolio XIRR, & Benchmark comparisons

:shield: Risk & Volatility: Alpha, Beta, Sharpe/Sortino Ratios, & Downside Capture

:star: Ratings & Portfolio: Star Ratings, Portfolio Turnover %, & Scheme Overlap %

Bringing these ratios directly onto Dhan would eliminate the need to switch to external research sites.

A complete web-first MF experience will be a game-changer for long-term investors! Hope to see this live soon. :raising_hands: :rocket:

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2

Hi @AG001
Thanks for sharing such detailed feedback! :raising_hands:

A full Mutual Fund web experience is already in the works, focused on making research, portfolio tracking, and transactions easier on desktop.

The additional metrics you suggested, including rolling returns, benchmark comparisons, risk ratios, and longer-term returns, are genuinely useful. We’ve already included these points in our upcoming release considerations.

Appreciate you helping us make the Dhan Mutual Fund experience better.

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Agree. Incorporate everything valueresearchonline has, and do it better. Although doing this as a new external website probably makes more business sense for Dhan (exposure to more people).

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Hi @VijayNair
The goal is to make MF research on Dhan comprehensive enough that investors don’t need to keep switching between multiple platforms.

We’re working on the Mutual Fund web experience, with deeper research, comparison and portfolio insights as key areas of focus.

Lots more to come here.

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