An interactive Mutual Fund Backtesting & Portfolio Allocation Analyzer to backtest and analyze Indian mutual fund baskets with real historical data. Build custom fund baskets, test different allocation strategies, compare multiple portfolio allocations side-by-side, visualize performance, calculate returns (CAGR/XIRR), and assess risk through drawdown analysis.

🚀 Demo: https://abhimanyu003.github.io/basket-lab/

• Portfolio Allocation Analyzer - Analyze and backtest different portfolio allocation strategies with historical data
• Basket Backtesting - Test historical performance of custom mutual fund baskets and collections
• Custom Allocations - Experiment with different allocation percentages by adjusting fund weights within each basket
• Multiple Portfolio Collections - Compare different fund basket allocations side-by-side
• Lumpsum & SIP Modes - Backtest both one-time investments and monthly SIP allocation strategies
• Flexible Time Periods - Analyze allocation performance across 3M, 6M, 1Y, 3Y, 5Y, 10Y, or custom date ranges
• Real-time Calculations - CAGR, XIRR, absolute returns, and maximum drawdown metrics for each allocation
• Interactive Charts - Growth trajectory and risk visualization for portfolio allocations
• Shareable Allocation Configurations - Generate URLs to share your basket and allocation setups with others
• Smart Fund Search - Fuzzy search powered by Fuse.js for easy fund discovery and basket building

1. Choose Investment Mode - Select between Lumpsum or Monthly SIP for allocation backtesting
2. Set Amount & Period - Configure your investment amount and backtesting time horizon
3. Create Fund Baskets - Build custom baskets by adding funds and setting allocation percentages (must total 100%)
4. Analyze Different Allocations - Adjust fund weights to test and analyze various portfolio allocation strategies
5. Build Portfolio Collections - Create multiple baskets to compare different allocation strategies side-by-side
6. Backtest Allocation Performance - View comparative metrics and charts for each portfolio allocation
7. Share Allocation Analysis - Copy the URL to share your basket and allocation analysis with others

• CAGR - Compound Annual Growth Rate for lumpsum basket investments
• XIRR - Extended Internal Rate of Return for SIP basket investments
• Max Drawdown - Largest peak-to-trough decline in basket value (risk indicator)
• Absolute Returns - Total percentage gain/loss for each basket in your collection

This tool is for educational and informational purposes only. Past performance does not guarantee future results. The data is sourced from public APIs and may contain inaccuracies. This is not financial advice. Please consult with a qualified financial advisor before making any investment decisions.

• Vanilla JavaScript (ES6+)
• Chart.js for visualizations
• Tailwind CSS for styling
• Fuse.js for fuzzy search
• MFAPI for providing mutual fund data — a big thank you for offering such a helpful API.

• Abhimanyu Sharma - GitHub | Twitter | LinkedIn
• Kshitij Mehta - GitHub | Twitter | LinkedIn

Open source project - feel free to use and modify.

Made with ❤️ for Indian investors