For mutual fund distributorsFor AMFI-registered mutual fund distributors
Research, client answers and daily posts in your name and ARN, checked for AMFI and SEBI red flags before you send. In English, हिन्दी, ગુજરાતી and मराठी.
आज के आँकड़े
Sample · 5-year return, a year · Regular plans
As of 17 Oct 2026 · source on every rowPast performance is not a forecast
For mutual fund distributors
Know what is inside every fund your client holds, before they ask.
Sample Large Cap Fund · Regular
Benchmark Nifty 100 TRI · NAV to 30 Sep 2026
40%
active share
Oct 2025Large cap share, month-endsSep 2026
Watch it work
Ask in plain words
It reads the data
Answer, with its source
Figures in a table, the arithmetic in a sentence, the date on every number.
Fund A compounded faster. Fund B fell less in the early-2026 sell-off.
| Regular plan | 5Y CAGR | Jan–Mar 26 |
|---|---|---|
| Sample Flexi Cap A | 13.9% | −11.8% |
| Sample Flexi Cap B | 11.2% | −9.6% |
| Nifty 50 TRI (benchmark) | 6.3% | −14.2% |
Fund A's five-year return is 2.7 percentage points a year higher; it also fell 2.2 points more from January to March 2026. Both beat the Nifty 50 TRI.
Sample data for illustration. In the product: AMFI NAVs, and each fund's own TRI benchmark from its factsheet. Past performance does not indicate future returns.
as of 17 Oct 2026Regular plans
Every client meets the question one day, from a cousin, an app or a news story. Be ready with the honest cost and the work you do for it, before they ask.
The cost, stated plainly
The extra expense ratio in rupees on the client's own amount. Hiding it costs more trust than it saves.
Your work, made visible
Reviews, rebalancing, nominee and KYC updates, capital gains statements, and a call when markets fall.
In their language
Ready to send on WhatsApp in English, Hindi, Gujarati or Marathi, checked for red flags first.
My friend says Direct plans are cheaper. Why am I in the Regular plan?
What it costs
About ₹8,000 a year more than Direct on your ₹10 lakh: the expense ratio is 0.8 percentage points higher.
What it pays for
Direct suits investors who do all of this themselves. If you would rather I keep doing it, Regular is how that is paid for.
Mutual fund investments are subject to market risks; read all scheme related documents carefully.
The tools
Every tool reads the same cleaned data, so a figure in a fund review, a WhatsApp post and a DhanGuru answer is the same figure, with the same date. All fund and stock figures shown here are sample data.
Ask the way you would ask a senior analyst, in English, Hindi, Gujarati or Marathi.
Is it really active, and keeping to its category?
1 of 12 month-ends below SEBI's 80% large cap minimum
Two funds side by side, on the plan your client holds.
5Y, a year
Jan–Mar 2026
Which funds bought, trimmed or exited a stock.
Sample stock · funds that changed their holding last month
Every post read before it goes out.
Assured 15% returns every year (struck out)
Promised returns are not allowed. Suggested:
Returned 13.9% a year over five years, as of 17 Oct 2026. Past performance does not indicate future returns.
Posts in your name and ARN, ready every morning.
Your client's language
Most of your clients think about money in their own language. Ask DhanGuru the way they would, and share the answer the way they read it. The figures and the source never change between languages.
DhanGuru
Ask in English, Hindi, Gujarati or Marathi and get the answer in the same language, with the source and date on every figure.
Studio
Each morning's posts come in all four, with your name and ARN, checked against the same advertising rules.
Client answers
Copy an answer for WhatsApp in your client's language, with the risk line attached.
How have Sample Flexi Cap A and Sample Flexi Cap B done over five years? My client holds the Regular plans.
Sample Flexi Cap A grew faster: 13.9% a year over five years, against 11.2% for Sample Flexi Cap B.
In the January–March 2026 fall, B fell less: −9.6%, against −11.8% for A.
5 years, a year
Fund A13.9%
Fund B11.2%
Jan–Mar 2026
Fund A−11.8%
Fund B−9.6%
Sample data for illustration · in the product: AMFI NAVs, Regular plans, dated
Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past performance does not indicate future returns.
Figures stay in the same digits in every language, and the SEBI risk line keeps its official English wording.
Method
Four public sources go in. Every figure is reconciled, given its own date and checked before it reaches your client. Point at a tool to see what it reads.
Provenance
हिसाब (hi·saab): the full account of a number. When a client hears "13.9%", they hear one figure. We keep five facts attached to it, so it can be checked, repeated and defended.
Coverage, October 2026
54
fund houses, every monthly disclosure
1,221
live schemes, NAV every evening
41.7lakh
holdings records, month by month
17.5lakh
daily NAV points, since inception
Figures as of October 2026, from AMFI and the fund houses' own monthly disclosures. Coverage of public disclosures is not a partnership with or endorsement by any fund house.
श्रीधनम्
Shree
Grace and prosperity. The lotus is her flower: it grows out of murky water and opens clean.
Dhanam
Wealth, the kind that is earned and kept with care.
Markets are murky water. Our work is the bloom: a clear number, with its source and its date.
Before you ask
What it does, what it doesn't, and where every figure comes from.
No. Shreedhanam provides data and software to mutual fund distributors. It describes what funds have done and what they hold; it does not tell anyone to buy, sell or switch. Answers and posts carry the standard risk line, and DhanGuru declines to give buy or sell calls.
Guides
Research · MFD census
How many mutual fund distributors are there in India?2,07,273 ARNs were active on 23 October 2026. A state-by-state and city-by-city count of India's mutual fund distributors from AMFI's public register, with the data to download.
Guide · Fund categories
SEBI's equity fund categories, and the rule each one must keepLarge cap, mid cap, small cap, multi cap, flexi cap, ELSS, focused and more: what SEBI's categorisation rules require of each equity mutual fund, how large, mid and small cap are defined, and how to check a fund.
Guide · Costs
Regular vs Direct plans: what the difference costs over 10 and 20 yearsThe Regular and Direct plans of a mutual fund hold the same portfolio; only the expense ratio differs. Worked examples of what a 0.5% to 1% gap costs over 10 and 20 years, and how to explain it to a client.
Guide · Compliance
What a mutual fund distributor can and can't post on social mediaAMFI and SEBI rules for MFD posts on WhatsApp, Instagram, LinkedIn and YouTube: education only, no scheme or fund house names, no promised returns, no adviser titles, no freebies, and the SEBI risk line.
Request access with your ARN. We set you up and run your first client review with you.
For AMFI-registered distributors. We read every request.