The calculation, scenario and visual relationship.
AssetsNest Investment Lab · India
Investment tools that explain the numbers behind your investments.
Live-NAV mutual fund research, practical calculators, stress tests and simulations for return, risk, liquidity, fees and private-market structures. Every result shows its assumptions—and what the number cannot tell you.
Every tool answers two questions.
The decision it informs, the assumption driving it and the risk still outside the model.
Start with the decision
Four tools worth opening first.
Use the portfolio tool for the whole plan, then move into return timing, private-fund cash flows or credit downside.
01 · Portfolio & Risk
Portfolio Risk Analyser
See which holdings dominate the plan and how much capital may be available quickly.
Open tool →02 · Private EquityIRR & MOIC Calculator
Reconstruct a private investment return from the cash flows—not the marketing headline.
Open tool →03 · Private EquityPrivate Equity J-Curve
Watch the fund move from commitments and fees toward realised distributions—and test what happens when exits arrive late.
Open tool →04 · Private CreditPrivate Credit Return
Translate headline coupon into the return left after fees and expected credit loss.
Open tool →Live Investment Lab
Search by question or structure.
Thirteen flagship experiences are published across fifteen focused pages so each calculator has one clear purpose and search intent.
15 live tools
Mutual Funds01
Screener
Filter a selected official-data snapshot of Indian mutual funds by AMC, category, plan, style, fund size, cost and available historical evidence—without a paid ranking or a ‘best fund’ label.
Live NAV where available · Dated AMC evidence elsewhereMutual Funds02
Compare Mutual Funds Side by Side
Compare up to four Indian mutual fund snapshots across mandate, benchmark, AUM, expense ratio, historical returns, rolling-return evidence and portfolio availability.
Live NAV where available · Dated AMC evidence elsewhereMutual Funds03
Portfolio Overlap & X-Ray
Measure common holdings, weighted portfolio overlap, duplicate stocks and sector concentration using dated AMC portfolio disclosures and transparent formulas.
Live NAV where available · Dated AMC evidence elsewhereMutual Funds04
Rolling Returns, Drawdown & Recovery Analyzer
Read official rolling-return ranges, inspect a dated COVID drawdown record and calculate the return required to recover from any percentage fall.
Live NAV where available · Dated AMC evidence elsewhereMutual Funds05
SIP Goal & Step-Up SIP Calculator
Inflate a financial goal, model current capital, compare flat and annual step-up SIPs, and stress the plan under conservative, base and optimistic return assumptions.
Live NAV where available · Dated AMC evidence elsewherePortfolio & Risk06
Portfolio Risk Analyser
Map concentration, liquidity, market, credit and illiquidity exposure across listed, private and real assets—without pretending one score can measure every risk.
See which holdings dominate the plan and how much capital may be available quickly.Private Equity07
IRR & MOIC Calculator
Calculate XIRR, MOIC, profit and holding period from dated investments and distributions, then see exactly why the timing changes the answer.
Reconstruct a private investment return from the cash flows—not the marketing headline.Private Equity08
Private Equity J-Curve
Model capital calls, fees, write-downs, NAV growth and distributions across a private-equity fund life, with DPI, RVPI and TVPI for every year.
Watch the fund move from commitments and fees toward realised distributions—and test what happens when exits arrive late.Private Equity09
DPI, TVPI & RVPI
Separate cash already distributed from remaining private-fund NAV and calculate the three fund multiples without confusing marked value with realised proceeds.
See how much value is cash and how much still depends on portfolio marks and future exits.Private Credit10
Private Credit Return
Bridge coupon, entry discount, fees, default assumptions and recovery into a gross yield and an expected net return under base, stress and severe-stress scenarios.
Translate headline coupon into the return left after fees and expected credit loss.Private Credit11
Default & Recovery Stress Test
Stress a portfolio of private loans for default frequency, recovery, fees and yield, then see expected losses, recoveries and net income under three scenarios.
Find the default and recovery assumptions that consume the portfolio's coupon income.AIF, PMS & Mutual Funds12
AIF vs PMS vs Mutual Fund
Compare regulated Indian investment structures across access, ownership, liquidity, strategy flexibility, concentration, fees and due-diligence burden—without declaring a universal winner.
Start with the structural differences before comparing recent returns.Wealth Planning13
Goal Calculator
Convert a goal stated in today's rupees into its future cost, subtract the future value of current investments and estimate the monthly or lump-sum funding gap.
See the cost of the goal, not only the corpus number you remember today.Wealth Planning14
Inflation Calculator
Calculate a future cost from today's rupees or discount a future amount into today's purchasing power, with a year-by-year nominal-versus-real chart.
Translate a distant rupee amount into the purchasing power that matters today.Real Estate15
Rental Yield Calculator
Calculate gross and net rental yield after acquisition costs, vacancy, maintenance, property tax, insurance and other recurring expenses.
Find the cash yield left after the costs that gross rent ignores.Transparent by design
Models you can challenge.
Assumptions remain editable. Formulas sit beside the result. Scenario outputs are labelled illustrative, and qualitative tools avoid a false scientific score.
Read the research methodology →Browser-only inputs
Your entered values are not automatically sent to a server or made public.
Risk before promotion
No guaranteed-return language, hidden assumptions or product rankings.
Connected learning
Each tool links to the exact guide, glossary concept and case that explains the result.
Built for investors across India
Indian formatting and investment context—without location boilerplate.
AssetsNest Investment Lab uses Indian rupee formatting and links to relevant SEBI material where regulation changes the comparison. The tools remain nationally useful and educational.