Find a footing
Screen funds, shares, sectors and managers with consistent, comparable measures.
Meet the research screens →Independent investment research
See what’s there.
Understand what it means.
Public fund and market disclosures in one research desk. Compare with peers, check the evidence, see a portfolio in context.
Built from public disclosures · Comparisons with context · No buy or sell calls
A peer comparison
FMCGSee position in context
Comparable investmentsPeer view · no tips
See what is held
Read a statement as a portfolio: costs, overlap, holdings and patterns together.
Open the sample review →Check what holds up
Follow the questions, methods and counter-evidence behind the research.
Read the research register →Try a judgement
Make decisions with simulated money, then see the public reveal and record.
See how practice works →The research desk
Eight ways to look closer.
A free account opens the member screens.
A statement, seen whole
What a statement says, read once.
One statement, every fund and share. Costs, overlap and holdings read together.
- Regular-plan costs beside the same fund’s direct plan Direct and regular plansThe same fund comes in two versions. A regular plan pays a distributor from the fund every day; a direct plan does not, so it costs less.
- Shares held through several funds at once
- Gains and losses beside holding patterns
The Rao family · read 30 Sep 2026 Fictional sample
₹1,84,000 a year goes to Regular-plan commission on ₹1.2 crore of funds; the same 23 schemes exist as Direct.
₹3,40,000 of losses not yet set against ₹9,10,000 of gains booked this year.
₹1.25 lakh a year of tax-free long-term gains left unused in 4 of the last 5 years.
23 funds of which 9 sit in the bottom half of their category on the Anveshan rankAnveshan rankWhere the fund stands in its category when its measures are weighted by how well each one separated the funds that went on to beat their category from those that did not, over the record. 1 is the top..
41% of the fund book is the same stocks held twice or more (overlapOverlapMoney in stocks the fund book holds through two or more schemes, as a share of the fund book. Two funds that hold the same stocks are one fund paid for twice.).
₹18 lakh in 6 shares are laggardsLaggardsShares weaker than half of all listed shares over the past year (1-year strength) whose rank is still falling over the last three months (3-month momentum). On the record, this corner preceded further falls more often than not. on strength and momentum.
Strategy baskets
A rule with a record.
Six strategies, each a stated rule read against its own history. All six →
Momentum MomentumEntry: relative strength 80 or more against every listed share, delivery rising above the share’s own normal, at least ₹1 crore traded a session. Kept while strength stays at 70 or more and delivery is not falling. Twenty names at 5% each, reset at each month-end; in cash while the Nifty 500 sits below its 200-day average.
tested 31.4% a year, middle result · deepest fall −24.3%
Book Strength Book StrengthEach fund’s holdings-weighted relative-strength percentile at each of the last twelve month-ends, recent months counting more, averaged with its twelve-month return over the category. The top three a category among funds of ₹1,000 crore or more with a record of four years, equal weight, revisited at each month-end.
tested 18.5% a year · all funds 16.3%
Book Quality Book QualityThe share of each fund’s equity book in companies whose own filings, as filed by the date, showed return on equity of 15% or more, net debt no more than equity (or a bank), and profit up on the year. About the companies held, not the fund.
not run ahead on the record
Record RecordThree- and five-year return over the category median, a year, and the share of the last 36 months the fund finished ahead of the category’s median month.
tested 16.4% a year · all funds 16.3%
Risk RiskReturn over 6.5% a year per unit of monthly variation over three years, and the deepest fall from a month-end peak in those three years; a smaller fall reads higher.
tested 15.8% a year · deepest fall −28.7%
Stewardship StewardshipDirect-plan yearly fee (lower reads higher), the longest-serving lead manager’s months on the fund, and size (smaller reads higher, which is what the record shows).
not run ahead on the record
Research, with the caveats attached
Evidence earns its place.
What did not work stays in the register too.
No durable fund-winner signal survived.
Ten years of fund histories: no tested signal picked the next period’s leaders. The direct-versus-regular cost gap held up.
A useful null result Null resultA test that found no effect. Kept on the record, because a measure that can be calculated is not proof that it predicts.A neat hit-rate can overstate skill.
The plain share of “right calls” did not set a fund apart from simply keeping its holdings. A weighted industry-level link held up, but it does not pick a fund.
Interpretation kept within its limitsOpen to everyone
Practice before real money.
Simulated money, a blind draw and a public reveal.
The monthly practice
Judgement, in the open.
Choose when and how much. The fund or share is drawn at random after the order Blind drawThe investment is picked at random only after the simulated order is placed, so the record shows timing and amount, not picking.. Then follow the record.
₹1,00,000
simulated monthly capital · not real money
See a sample reveal
The draw picked a diversified equity fund, tracked on the same rules as every other participant’s. A random draw, not a suggestion.
How to read Anveshan
Context before conclusion.
What a measure can say, and what it cannot.
Like with like
A fund is read against its category, a stock against relevant peers and a strategy against its stated rules.
Look underneath
Headline figures beside cost, deepest fall, holdings and disclosure dates.
Know the limits
The counter-argument and the uncertainty, shown. Past patterns do not remove risk.
Research desk to family register
Research, in context.
The family picture, connected.
Research and saved reviews here. The wider family wealth register at Lineage Money.
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Holdings through Aug 2026, prices through 12 Oct 2026. AnveshanLineageSecurityTerms Get a CAS