Now live - MFPRO v2 - Mutual Fund Analytics (India) - now with rolling returns, custom eval periods, multi-period & multi-instrument comparisons

Published: March 3, 2026

Free to use. No login. No ads. Data Downloads. By Analyst. For Analysts.

v1 just had portfolio comparison of one or more funds. New functionalities now added:

Returns

• Point-to-point returns - custom periods
• Rolling return statistics: Average, Median, Min, Max across 1Y, 3Y, 5Y windows
• Custom evaluation periods for rolling returns
• Compare returns of multiple funds and indices on a single screen
• Coverage: 95 funds & 9 Indices

Downloads & Validations

• Raw NAV data & Index data as CSV for independent offline verification
• Pre-built Excel templates with CAGR & Rolling return formulas for cross-checking
• Rolling return validation: e.g for BSE 100 - 7,485 values verified within 0.50 bps of manual calculation
• Step-by-step guide on how to replicate every number independently

Portfolio Holdings

• Compare holdings of one or more funds side by side across two time periods (existing)
• Compare fund holdings against index benchmarks (Nifty 50, Nifty 100, Nifty 500, Nifty Midcap)
• Multi-period comparison - track holdings changes across up to 5 time periods
• Coverage: 24 funds across 6 categories: Large Cap, Mid Cap, Small Cap, Flexi Cap, Focused, Value

Indices

• View constituents and weights of Nifty indices (Nifty 50, 100, 500, Midcap, Midcap 50)
• Compare two indices side by side - see overlapping and unique stocks

Data

• Portfolio composition from MF Monthly Disclosure files
• NAV & Indices from Jan 2013 & sourced from mfapi.in
• Automated daily sync - data updated twice daily
• View daily update status on app

Docs

• Docs with detailed explanation of methodology with examples.

Live now at: mfpro.tigzig.com