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Portfolio X-Ray

See what's inside your mutual fund portfolio

Check AMC and category concentration and how each of your funds did against its index fund, in one place. No login needed for the basic results.

Add your funds

Search each fund you hold and pick the exact plan. Add at least two.

How do you want to enter your holdings?

Current value of each fund. Used only in your browser for the allocation; it is never sent or stored.

Add at least two funds.

Questions

Do I need to log in or upload a statement?

No. You search and add your funds yourself. No PAN, no CAS upload and no login. Amounts you enter stay in your browser.

Does it show stock overlap between my funds?

Not yet. Overlap needs each fund's monthly holdings from a licensed data source. We will add it when that data is in place, rather than estimate it.

Why can't it show my own portfolio return (XIRR)?

Your own return depends on the dates and amounts of every purchase and redemption. Current values alone can't give it. For a single fund, My SIP and My lump sum use your dates.

Which index fund is each fund compared with?

An index fund matching the fund's SEBI category, for example a Nifty Midcap 150 index fund for a mid cap fund, with the same plan type (Direct with Direct, Regular with Regular). Categories without an index fund show no comparison.

Is this investment advice?

No. It is a statistical summary of public NAV data for illustration. It does not recommend buying, selling or holding any fund. TechnoFunda Ventures Pvt. Ltd. is a SEBI Registered Research Analyst (INH000012272).