Mutual Fund Research — Explore, Compare & Invest

Fund Name	Category	AUM	1Y Return	3Y Return	5Y Return

Equity Funds

Short-term capital gains (holding period less than 1 year): taxed at 20%. Long-term capital gains (holding period more than 1 year): taxed at 12.5% on gains above ₹1.25 lakh. The first ₹1.25 lakh of long-term gains per financial year is tax-free.

Debt Funds

Short-term (less than 24 months): taxed at your slab rate. Long-term (more than 24 months): 12.5% without indexation. Debt funds purchased on or after 1 April 2023 are always taxed at your slab rate regardless of holding period.

Hybrid Funds (Equity-Oriented)

Treated as equity if domestic equity allocation is 65% or more. STCG: 20%. LTCG: 12.5% above ₹1.25 lakh. Taxed as debt funds if equity allocation is below 65%.

ELSS (Tax Saver Funds)

Lock-in period: 3 years. Tax deduction under Section 80C up to ₹1.5 lakh. LTCG at 12.5% above ₹1.25 lakh after lock-in. Offers dual benefit of tax saving at investment time and equity taxation at redemption.

What is Brokerji MF Research?

Brokerji MF Research is a free mutual fund research tool by Brokerji (ARN 153266), an AMFI Registered Mutual Fund Distributor. It lets you search, analyse and compare 1753+ Regular Growth mutual fund schemes with live NAV data, returns, AUM, expense ratio, risk level and portfolio holdings.

How do I invest through Brokerji?

For SBI, HDFC, PPFAS, and Edelweiss funds, you can invest directly via the AMC’s portal with our ARN pre-filled. For other AMCs, contact us on WhatsApp at +91 8791197057 for assisted investment through BSE StarMF, NSE NMF II, or MFU. You can also open an Angel One account for self-service online investment.

What is the difference between Regular and Direct mutual fund plans?

Regular plans include a commission paid to the distributor (Brokerji), reflected in a slightly higher expense ratio. Direct plans do not include distributor commission. Brokerji only shows Regular Growth plans, as we earn commission from AMCs on these plans — there is no additional cost to you.

Why are some returns shown as “since inception”?

Funds launched less than 1 year ago do not have a 1-year return yet. For these newer funds, we show the CAGR since inception — the annualised return from the fund’s launch date to the present. These funds are marked with a NEW badge so you can identify them.

Is Brokerji MF Research free to use?

Yes, completely free. You can search, compare and analyse all funds without any charge. Brokerji earns commission from AMCs when you invest in Regular plans through us.

How often is fund data updated?

NAV data is fetched live from MFAPI (api.mfapi.in). Fund details including returns, AUM, expense ratio, risk level and Morningstar rating are cached on our server and refreshed every 20 hours.

What categories of mutual funds are available?

We cover all five AMFI categories: Equity Schemes (616 funds), Debt Schemes (397 funds), Hybrid Schemes (161 funds), Solution Oriented Schemes (42 funds), and Other Schemes including index funds, ETFs, gold/silver funds and international funds (537 funds).

Can I compare mutual funds on Brokerji?

Yes. Use the Compare tool to add two or more funds side by side. You can compare returns, expense ratio, AUM, risk level, portfolio holdings, sector allocation and top stock holdings to make informed investment decisions.

Is there a SIP calculator?

Yes, our SIP calculator shows how your monthly Systematic Investment Plan can grow over time. Enter your monthly investment amount, expected return rate and time period to see the projected maturity value. You can also use the Goal Planner to calculate how much you need to invest monthly to reach a target amount.