{"id":29361,"date":"2026-10-28T10:56:06","date_gmt":"2026-10-28T10:56:06","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29361"},"modified":"2026-10-28T11:16:13","modified_gmt":"2026-10-28T11:16:13","slug":"how-can-i-see-fund-returns-factsheets-or-risk-levels-before-recommending-a-scheme-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-see-fund-returns-factsheets-or-risk-levels-before-recommending-a-scheme-on-the-partner-portal\/","title":{"rendered":"How can I see fund returns, factsheets or risk levels before recommending a scheme on the Partner Portal?"},"content":{"rendered":"\n<p>Fund Finder helps you compare schemes on ratings, rank and returns before you recommend one to a client. Factsheets and riskometer levels are not available in the portal yet.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Dashboard &gt; Fund Finder<\/p>\n\n\n\n<p><strong>Steps<\/strong><\/p>\n\n\n\n<ul type=\"1\"><li>On your Dashboard, click Fund Finder.<\/li><li>Filter by Rating, Scheme Type, Scheme Sub Type, AMC or AUM.<\/li><li>Compare the scheme cards. Each shows its rank, star rating, NAV, AUM, T30 Trail and returns.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-33.png\" alt=\"\" class=\"wp-image-29363\" width=\"549\" height=\"373\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-33.png 502w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-33-300x204.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-33-50x34.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-33-320x217.png 320w\" sizes=\"(max-width: 549px) 100vw, 549px\" \/><\/figure><\/div>\n\n\n\n<ul><li>Click Invest Now to go ahead with a scheme.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3025],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29361"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29361"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29361\/revisions"}],"predecessor-version":[{"id":29365,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29361\/revisions\/29365"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29361"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29361"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29361"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}