The investment research toolkit

A list of these sources has been circulating among distributors. We checked every link on it, corrected the errors, grouped them by what they are actually for, and added the regulators it left out. Free to use, nothing gated, no sign-up.

Maintained by the MeraSIF research desk · every link tested on 6 September 2026

Two things worth saying up front. We link to these sources; we do not copy them. Where a site publishes a feed for syndication we use it, and otherwise we send you to the publisher — that is the difference between aggregation and taking someone's work. And the widely shared version of this list omits SEBI and the RBI, which for anyone operating in a regulated business are the two that matter most. They are first below.

Official & regulatory — the primary sources

If a number matters, it should be traceable to one of these. Everything else is someone's interpretation.

SourceWhat it is genuinely good forAccess
SEBIofficialRegulations, circulars, consultation papers and scheme filings. The source for what is actually permitted.Free
RBIofficialPolicy rates, monetary policy statements and macro releases. The starting point for any rates conversation.Free
AMFI IndiaofficialOfficial NAVs, monthly industry AUM and flows, and the TER disclosure. Our own engine runs on this.Free
MF CentralofficialAn investor's consolidated mutual fund holdings and transactions across both RTAs.Free
MoSPIofficialOfficial Indian statistics — CPI, IIP, GDP. The macro numbers behind the headlines.Free
IBEFofficialSector and industry data on India, published under the Ministry of Commerce.Free

Mutual fund research & data

Commercial research houses. Useful, but read them as views rather than as sources — and check whether a figure is Regular or Direct plan before you quote it.

SourceWhat it is genuinely good forAccess
Value ResearchFund analysis, ratings and portfolio data. Publishes an RSS feed.Mixed
Morningstar IndiaFund research and a global methodology worth understanding even where you disagree with it.Mixed
CafemutualIndustry news written for distributors — the trade press for our own business.Free
AdvisorkhojFund data, comparison tools and calculators built for MFDs.Free
RupeeVestFund analytics that show Regular plan figures, which most tools do not.Free

Equity & company research

For understanding what a fund actually holds. A long-short SIF's disclosed book means more once you can read the companies in it.

SourceWhat it is genuinely good forAccess
Screener.inCompany fundamentals and custom screens. The most used tool in Indian retail research for good reason.Mixed
TrendlyneScreening, technicals and shareholding changes.Mixed
EquitymasterEquity research and screening.Mixed
TradingViewCharting across asset classes.Mixed
Fortune India 500Company rankings by size — useful context for an Ex-Top 100 mandate.Free
UnlistedZoneIndicative pricing in unlisted shares. Treat prices as indicative, because that market is thin.Free

PMS, AIF & the wider wrapper landscape

The neighbouring categories. A SIF conversation is usually also a PMS or AIF conversation.

SourceWhat it is genuinely good forAccess
PMS AIF WorldPMS and AIF performance and commentary — the closest thing to a category tracker for those wrappers.Mixed
SEBI PMS disclosuresofficialMonthly PMS performance reports filed with the regulator. The official version of the above.Free

Macro, global & long history

For context rather than for decisions. Useful when a client asks where things are heading and you want to answer with evidence instead of a guess.

SourceWhat it is genuinely good forAccess
IMF DataofficialGlobal macro across countries, with an open data API.Free
World Bank Open DataofficialLong-run development and economic series, free API.Free
Trading EconomicsEconomic indicators across countries in one place.Mixed
MacrotrendsVery long historical series — a century of data on some charts.Free
World PE RatioCountry-level valuation comparisons.Free
Novel InvestorThe asset-class returns quilt — the clearest illustration that leadership rotates.Free
Lazy Portfolio ETFLong-run portfolio backtests across global allocations.Free

Tax, news & specialist coverage

SourceWhat it is genuinely good forAccess
ClearTaxTax rules explained in plain language. Confirm anything material with your own tax adviser.Mixed
Zerodha PulseIndian market news aggregated in one stream. Publishes an RSS feed.Free
MeraSIFEvery live Specialized Investment Fund tracked daily on official AMFI NAVs — returns, expense ratios, disclosed portfolios and holdings overlap. This is the part we do ourselves.Free
What we would add to any list like this. A source is only as good as the question you bring to it. Before quoting a return figure, check three things: whether it is Regular or Direct plan, the date it was measured to, and how long the fund has actually existed. In a category where the oldest fund is under a year old, the third question rules out most of the confident claims you will read.
How MeraSIF sources its own numbers → The live fund universe →