Research, compare, backtest, and track — an advanced research toolkit built by Sanjay Kathuria for investors who demand systematic wealth creation.
Focused analytics across mutual funds and ETFs designed by Sanjay Kathuria — heavy lifting done for you, decisions stay yours.
Filter across 2,000+ funds by category, returns, alpha, and risk factors mapped directly to your strategy.
Identify overlapping holdings across your mutual funds to optimize allocation and avoid over-diversification.
Test your portfolio allocation across historical market cycles with custom drawdowns and rolling returns.
Compare ETFs by underlying index, tracking error, expense ratio, liquidity, and asset distribution.
Consolidate mutual funds, ETFs, stocks, gold, and fixed income into a unified Profits First dashboard view.
Built with institutional-grade quantitative research methodologies to keep your data and investment workflow secure.
Ditch manual spreadsheets. Analyze your mutual funds, stocks, ETFs, and REITs for real asset allocation, sector overlap, risk concentration, and true performance in seconds.
Detect hidden concentration across your mutual funds and individual equities.
Consolidate MFs, Stocks, ETFs, REITs, InvITs, and AIFs under one view.
Take complete control of your wealth creation with systematic fund analysis.
Use our factor screener to identify top-performing mutual funds and low-cost ETFs aligned with your return expectations.
Run portfolio overlap checks to eliminate redundant holdings and ensure true diversification across market sectors.
Simulate portfolio performance through past market cycles and execute your strategy with maximum confidence.
Select the plan that matches your research needs.
Everything you need to know about MF Saarthi research tools by Sanjay Kathuria.
MF Saarthi is an advanced research and factor-analytics platform designed by Sanjay Kathuria under Profits First specifically for mutual fund and ETF investors. It provides tools to filter funds, backtest portfolio allocations, compute portfolio overlap, and track multi-asset performance.
The platform offers factor models analyzing Alpha, Sharpe ratio, Sortino ratio, rolling returns across 1, 3, and 5 years, expense ratio variations, and portfolio overlap matrix for equity, hybrid, and debt schemes.
Yes, you can upgrade your plan at any time through your account dashboard. You will only pay the pro-rated difference for the remaining period of your subscription.
Mutual fund NAVs, portfolio holdings, and factor ratios are updated daily after market close to ensure all backtests and overlap calculations reflect the latest available information.
MF Saarthi is an educational and analytical research platform conceptualized by Sanjay Kathuria and operated by Profits First. All screens, calculations, factor models, and backtest results are provided strictly for informational and analytical purposes and should not be construed as direct investment advice or solicitations.