What's new at Mahesh Jain MFD

CAS analysis distinguishes unmatched funds from missing allocation data. The overlap tool explains missing holdings and links to NAV comparisons instead of suggesting a misleading percentage.

Unavailable risk is no longer treated as low risk. Sorts without data are disabled, while genuine zero expense ratios remain valid.

Move through fund suggestions with arrow keys and select with Enter. Search status is announced for screen-reader users, and each field has its own label.

Compare available one-year returns and three- or five-year annualised returns, with each fund’s NAV date. Missing optional fund details no longer prevent a comparison.

See new tools, useful improvements and important corrections in one dated history.

Fund NAVs now stay paired with their actual observation dates across charts, fund pages and SIP results. Invalid values are excluded.

Changing or clearing a fund no longer allows an older result to replace your current search, comparison or calculation.

Search clearly distinguishes Direct and Regular plans, Growth and IDCW options, helping you select the correct scheme.

SME minimum applications now account for the applicable two-lot requirement. Missing offer terms and GMP are clearly identified as unavailable.

Improved handling of missing valuations, incomplete transaction history, transfers between funds and holdings spread across multiple folios.

Live fund matching is optional, with clearer information about what is shared. Statement analysis remains available in your browser.

Uploading a different statement clears previous results so information from two statements is not mixed.

New guides explain Growth versus IDCW, reading your CAS, exit loads, redemption timelines, and rolling versus trailing returns.

Improved homepage layouts, menus and search to make tools and articles easier to find on smaller screens.

Wealth Quest gained touch controls and a first-payday story with bilingual read-aloud, making financial lessons easier to explore.

A new story-based game lets you explore everyday money decisions and investing ideas.

Improved mobile controls, result layouts and tables. Calculator pages also use a more consistent layout.

Articles now use the main website pages, replacing separate AMP versions for more consistent navigation and reading.

A shared goal-planning workspace helps you organise goals and see how changes to your assumptions affect the plan.

A practical guide explains allotment delays, checks you can make and where to seek help.

Fund research explains observation dates and coverage more clearly. An editorial policy sets out our sources and correction process.

Reviewed tax guidance and calculator assumptions to make the applicable rules and limitations clearer.

A story compares gold saving, NPS and mutual fund choices, with versions in English, Hindi, Telugu, Tamil, Bengali and Marathi.

Compare SIP, lump-sum, fixed-deposit and rental examples, including an additional monthly-income scenario.

Five additional guides expand the educational library with practical explanations and worked examples.

The About page brings together background and distributor information so you can better understand who provides this website.

The SIP guide became available in nine languages to help more readers understand regular investing.

Learn how gold and silver ETFs work, with regional-language reading options.

Added support for summary statements, improved statement reading, and showed exact rupee values alongside units and NAV.

Expanded the blog with explanations of mutual fund rules, overlapping holdings and passive investment choices.

The CAS Analyzer brings together your holdings, portfolio values and available return information from a supported statement.

Ten questions help you explore your investor profile, with illustrative allocations shown in rupees.

Expanded fund research across more categories, with dedicated pages for the curated schemes.

Added a fund screener and a top-performing-funds dashboard to explore the curated list by category and available returns.

Site search now brings together calculators, fund tools, educational articles and course lessons.

Introduced portfolio comparison based on disclosed holdings. Results depend on holdings being available from the data source.

Expanded the comparison tool to show more funds side by side, using available history and fund information.

More readers can learn about IPO applications, allotment and the risks to consider.

Added IPO filters and clearer date-based status to help distinguish upcoming, open and closed offers.

A detailed guide explains multi-asset allocation funds and how their investment mix works.

Added IPO schedules, price bands and lot sizes, alongside a calendar of market holidays.

Added side-by-side fund comparison and individual fund pages for NAV history and available returns.

Explore how regular or one-time investments would have behaved using a fund’s available historical NAVs.

Search for a fund and view its published NAV, historical chart and calculated trailing returns.

Related-tool links make it easier to compare planning options without returning to the full calculator list.

An on-site assistant helps visitors navigate common questions and find relevant resources.

Added contact information for the Hyderabad and Charkhi Dadri offices.

Expanded the blog with ten additional long-form guides across the latest article releases.

Added a final assessment and downloadable certificate to the free Mutual Funds 101 course.

All course lessons are accessible, with saved progress, automatic resume and module-completion indicators.

Added explanations and worked guidance to help you understand calculator assumptions and outputs.

Introduced the Mutual Funds 101 course and its opening lessons, with further modules added as the course expanded.

Introduced the blog with practical guides covering mutual funds, saving, tax and financial planning.

Added three knowledge games to practise financial concepts and check your understanding.

Added an initial risk-assessment tool to help visitors think about investment preferences.

Added a tool using 30 years of historical Nifty 50 data to explore how investment outcomes vary over time.

The first website version introduced financial calculators, with the initial release series expanding to 40 planning tools.