As an MFD, you already know that point-to-point returns can be misleading. A fund may look great over the last 1 year… but terrible over the last 3 years. Or it may look poor today… but historically it may have delivered consistently. That is exactly why rolling returns matter — they tell you how a fund has performed across multiple time periods, not just one date. And...

For every MFD, one question keeps coming back from investors: “Is my portfolio doing better than the market?” And honestly, it’s the right question. Returns don’t mean much in isolation. A fund giving 10% may sound good — until you realise the benchmark delivered 14%. That’s where benchmark comparison inside mutual fund software becomes incredibly...

Client-wise AUM tracking has now become one of the most important needs for Mutual Fund Distributors in India. As your client base grows, so does the complexity of answering simple questions like: ●    Which client contributes the most to my AUM? ●    Whose portfolio needs urgent review? ●    Who hasn’t invested for a long time? ●    Where...