MF Compare
Empowering investors with side-by-side mutual fund analytics and portfolio overlap insights.
Product Manager
FinTech
Web • Mobile
Investors, Wealth Advisors & MFDs
Problem Statement & Landscape
The Core Challenge
Evaluating mutual funds is often overwhelming due to fragmented data across multiple AMCs, dense quantitative metrics, and unclear risk-return trade-offs. The challenge was to design a clean, intuitive comparison experience that enables investors and advisors to compare fund performance, expense ratios, portfolio overlap, and risk ratios without cognitive overload.
Execution Scope
Product Responsibilities
Conducted user research with investors and distributors
Defined comparison framework and feature prioritization
Created PRDs, user flows, and wireframes
Collaborated with data and engineering teams on metric calculations
Designed portfolio overlap and risk-return comparison modules
Led usability testing and iterative product refinements
System Breakdown
Key Contributions & Workflows
The core product features, technical workflows, and data pipelines I spearheaded:
Side-by-Side Fund Comparison
Designed a comparative matrix evaluating rolling returns, CAGR, expense ratios, fund manager track records, and category benchmark comparisons.
Portfolio Overlap Analyzer
Built a visual overlap detection engine that identifies common underlying stock holdings across funds to prevent unintended portfolio concentration.
Risk & Return Analytics
Simplified complex quantitative indicators including Sharpe Ratio, Alpha, Beta, Standard Deviation, and Maximum Drawdown into digestible visual ratings.
Data Feeds & Integrations
Structured financial data ingestion and API mappings for automated daily NAV, portfolio disclosure, and benchmark index updates.
Infrastructure Rails
Product Ecosystem & Integrations
Third-party APIs, data feeds, and core services mapped to power this product:
Market & Fund Data
Product & Design
Platform & Analytics
Outcomes & Results
Product Impact
Streamlined multi-fund comparison and decision-making for investors
Enabled instant identification of portfolio holding overlaps
Delivered intuitive risk-return visual indicators for retail users
Created reusable analytical modules for the broader investment platform
Retrospective
“Presenting sophisticated financial data effectively requires balancing depth with simplicity — giving users clarity to make confident decisions without overwhelming them with data noise.”