MutualFundIQ

Performance Screener

Filter Regular Plan–Growth funds by returns and risk-adjusted metrics.

Return filters
Min 1Y %
0%
Min 3Y CAGR %
12%
Min 5Y CAGR %
12%
Risk & risk-adjusted filters
Max Volatility %
30%
Min Sharpe
0.3
Min Sortino
0.3
Max Drawdown ≥
-50%
Category
Sort By
0 funds match · 4,255 Regular Growth funds screened
No funds match these filters.

Calculated from historical NAV through 2026-09-29. Funds with missing or older NAV history cannot pass filters requiring those metrics. Returns use latest available NAV; 3Y/5Y figures are annualized. Risk metrics use up to ~3Y of NAV observations, a 6% risk-free rate for Sharpe/Sortino, and full available history for max drawdown. These figures are a dated snapshot, not live NAV.