Screening funds like a professional

Pros don't pick funds on last year's return. Use this repeatable process on Dhanik:

• 1. Category first: decide the role (core flexi-cap, satellite mid-cap, debt for stability).
• 2. Consistency: check rolling returns, not one-year charts.
• 3. Cost: prefer lower expense ratios — they compound.
• 4. Risk fit: read drawdown and Sharpe; can you hold it in a crash?
• 5. Avoid overlap: make sure new funds add something your portfolio lacks.

Save the screen so you can re-run it each review.

→ Build your screen in the MF screener.