Fund Navigator

This video explains how to use Fund Navigator in FinApp for fund selection by screening, applying risk and return filters, and comparing funds. It covers choosing AMCs, selecting an asset class and fund category, and using mandatory parameter inputs like minimum AUM (for example 10,000 crore) plus category exposure limits (for FlexiCap: mid cap and small cap caps such as 20 percent mid cap and 15 percent small cap) to narrow results. It demonstrates advanced filters using risk and return ratios such as standard deviation, Sortino, information ratio, Treynor, and alpha, plus returns consistency versus benchmarks (for example 12 out of 12 months, then 75 percent, then 50 percent). It then shows how to interpret ranking (returns rank versus FinApp rank), risk analysis, holdings concentration and net inflows, and how to favorite funds for whitelisting.