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Data-driven mutual fund analysis to help you make smarter investment decisions. We break down complex fund metrics into clear, visual insights — so you invest with confidence, not confusion.

21
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40+
Funds Analysed
50+
Parameters Compared
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Fund Category Reports

Top 5 Funds — Every Category, Every Metric

Comprehensive fund-by-fund analysis with returns, risk metrics, expense ratios, wealth projections, tax implications, and a ready-to-use SIP portfolio builder.

Large Cap Funds
Stability Meets Growth
Top 5 large cap funds benchmarked against Nifty 50 TRI. The bedrock of any portfolio — consistent compounders with lower volatility.
Nifty 50 TRI 10-Year Data Low Risk
5 funds • 16 parameters
Mid Cap Funds
The Sweet Spot
Top 5 midcap funds with up to 19.48% ten-year CAGR. The growth engine — balancing returns and risk beautifully.
Nifty Midcap 150 TRI 10-Year Data High Growth
5 funds • 16 parameters
Small Cap Funds
Explosive Growth
Top 5 small cap funds delivering outsized returns with higher volatility. Multibagger territory for patient, long-term investors.
Nifty Smallcap 250 TRI 10-Year Data Very High Risk
5 funds • 16 parameters
Flexi Cap Funds
Best of All Worlds
Top 5 flexi cap funds that dynamically allocate across market caps. The fund manager picks the best opportunities wherever they are.
Multi-Cap Allocation 10-Year Data Flexible
5 funds • 16 parameters
International Funds
Go Global
Top 5 international funds for geographic diversification. Access US tech, Europe, Taiwan semiconductors — and hedge against INR depreciation.
MSCI World FoF Structure Currency Hedge
5 funds • 13 parameters
Top 10 Small Cap Stocks
Hidden Gems
The 10 stocks with highest conviction across India's 10 largest small cap funds. Fund overlap heatmap, sector breakdown, and return analysis.
10 Funds Analysed Heatmap High Conviction
10 stocks • 10 funds scanned
Top 10 Micro Cap Stocks
Next Multibaggers
Stocks under ₹7,000 Cr market cap with highest fund manager conviction. Niche monopolies, 68% CAGR leaders, and the names pros are quietly accumulating.
10 Funds Scanned Heatmap Very High Risk
10 stocks • M.Cap < ₹7K Cr
Parag Parikh Flexi Cap
Fund Deep Dive
India's largest flexi cap fund (₹1.34L Cr AUM) with unique US tech exposure. Sharpe 1.65, Beta 0.55, Buffett-inspired value investing by Rajeev Thakkar.
₹1.34L Cr AUM US Exposure 13-Year Track Record
15 holdings • 13 infographics
Global MF Exposure
Investing Across Regions
Discover which Indian mutual funds invest in the US, Europe, China, Japan & beyond. Region heatmaps, fund comparisons, currency impact analysis & risk profiles.
8 Regions 12+ Funds Heatmap
12+ international funds • 8 regions
Power of Compounding
Financial Literacy
How SIP compounding builds wealth over 10/20/30 years. Interactive calculator, snowball visualizations, age scenarios, Rule of 72 & golden rules of investing.
Interactive Calc Visual Guide SIP Growth
11 infographic sections • 1 calculator
SIP Step-Up Strategy
Wealth Accelerator
How increasing your SIP by 10% yearly can nearly 3x your wealth. Interactive calculator, flat vs step-up visual comparison, year-by-year tables & pro tips.
Step-Up Calc 3x Wealth Visual Guide
10+ infographics • 1 calculator
Asset Allocation by Age
Portfolio Strategy
Build the ideal portfolio for your age — equity, debt, gold & international mix. Interactive age picker, pie charts for 4 life stages, fund recommendations & rebalancing guide.
Age Picker 4 Life Stages Fund Mix
4 age profiles • 28 fund suggestions
NFO vs Existing Funds
Investment Guide
Should you chase New Fund Offers or trust proven funds? Myth busters, head-to-head comparison, interactive NFO checker tool, red flags checklist & decision framework.
NFO Checker Myth Busters Red Flags
5 myths busted • 10 comparison parameters
Exit Load & Expense Ratio
Cost Analysis
The hidden costs silently eating your returns — expense ratio impact calculator, category-wise comparison, direct vs regular plans, exit load structures & money-saving tips.
Cost Calculator Direct vs Regular Save Lakhs
6 fund categories • 10 lowest-cost funds
Retirement Planning with MF
Freedom Corpus
Build your retirement corpus — age-wise strategy, bucket approach, SWP income planning, interactive retirement calculator, NPS vs MF comparison & milestone timeline.
Retirement Calc Bucket Strategy SWP Planning
4 life stages • 8 fund recommendations
Top Fund Managers of India
Manager Analysis
Meet the minds behind your money — 10 legendary fund managers, their investment philosophies, performance comparison, alpha generation & interactive style finder.
10 Managers Style Matrix Alpha Tracker
10 managers • 5 investment styles
Sectoral & Thematic Funds
High Risk Strategy
8 sector deep dives — performance heatmap, sector cycle wheel, risk-reward matrix, timing guide, interactive sector picker & portfolio allocation strategy.
8 Sectors Sector Picker Timing Guide
8 sectors • 20+ top funds
India MF Industry 2026
Deep Research
₹75 lakh crore AUM deep-dive — 10-year growth timeline, top 10 AMCs, SIP revolution, investor demographics, active vs passive trends & future projections.
₹75L Cr AUM Industry Stats 2026 Trends
14 sections • 50+ data points
SIP vs Lumpsum
Data Showdown
20-year Nifty data analysis — rolling returns, rupee cost averaging proof, market PE scenarios, ₹10L simulation, hybrid STP strategy & interactive decision tool.
15,000+ Data Points Decision Tool Myth Busters
14 sections • 20 years of data
SIP Portfolio Builder
₹50K/Month Plan
Complete ₹50,000/month SIP portfolio with 4 risk profiles — Low to Aggressive. 8 funds, optimal SIP dates, 20-year wealth projections up to ₹37 Cr.
4 Risk Profiles 8 Funds 20-Year Plan
32 funds • 4 risk profiles

Why Sai Assets?

We believe financial literacy shouldn't be locked behind jargon and paywalls. Every report on this platform is built on real data, peer-reviewed metrics, and zero sales bias.

Our mission is simple — help everyday investors make informed decisions using the same analytical frameworks that professionals use.

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Disclaimer: All data sourced from Groww, Tickertape, Advisorkhoj, ET Mutual Funds & Scripbox (as of March 2026). All returns shown are for Direct Growth plans. Past performance is not indicative of future returns. This platform is for educational purposes only and does not constitute financial advice. Please consult a SEBI-registered investment advisor before making any investment decisions.

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