DR Brokers — MF Tools

Live AMFI NAV data · Portfolio reviews · Contra setups · Sector cycles

Client Review

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Portfolio Review
Paste client portfolio from PMS → see each fund's 1Y/3Y/5Y vs category peers → copy clean analysis to client GSheet. Equity-focused, arbitrage/debt auto-excluded from benchmark.
For client reviews
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Post-Tax XIRR Calculator
Net post-tax CAGR for Debt/Arbitrage funds with STPs. FY 2025-26 tax rules — STCG 20%, LTCG 12.5%, Debt slab 30%. Add funds → tax drag & net return per client.
Tax planning

Investment Strategy

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Sector Cycle Analyzer
20-year sector backtest. Heat map, rotation matrix, Contra Picks tab with auto-scored sectors due for mean reversion. Top 2 worst-performer funds per due sector.
Contra workflow

Fund Research

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Equity Fund Explorer
All Indian MF Regular Growth schemes with returns 1M-10Y, AUM, TER, NAV, % vs category, max drawdown, quartile consistency. Filter by category, sort any column.
Explore all funds
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Debt & Arbitrage Explorer
Liquid, overnight, ultra short, short/medium/long duration, gilt, corporate bond, credit risk, arbitrage. All debt schemes with same return windows + Moneycontrol links.
Debt research