Mutual Fund Portfolio Scan
Get a detailed analysis of your mutual fund portfolio and elevate your investment strategy. Receive personalised insights about your current mutual fund investments on your fingertips.
How to Check your Scanned MF Portfolio
Step 1
Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).
Step 2
Navigate to the "Mutual Funds" section, press on the dropdown arrow next to the "Overall Portfolio" tab, and click on "Refresh Portfolio" to track your external investments on INDmoney.
Step 3
Finally, click on the "Portfolio Scan Story" tab to get the detailed analysis of your overall portfolio.
What Will You See in the Mutual Fund Portfolio Scan?
Asset Allocation Report
You will get a breakdown of your investments, showing how your funds are distributed across different categories like large cap, mid cap, and small cap.
Peer Group Analysis
You can compare your investment choices and performance with those of similar investors in your age group. Also, get insights into how your strategy aligns with peers.
Average Monthly Investment
With the MF Portfolio Scan, you can see how your average monthly investment compares to that of your age group, helping you understand if you're investing more, less, or in line with your peers.
Expense Ratio Analysis
You can find out the total expense ratio you're likely to pay over the next year, based on the current value of your portfolio.
Industry Allocation
You will be able to view which sectors you're most and least invested in, and compare your sector allocation with that of other investors in your age group.
Advantages of Using the Mutual Fund Portfolio Scan
Customised Insights
Get personalised feedback based on your mutual fund investments, pinpointing areas for potential improvement.
Peer Analysis
See how your investments compare with those of other investors in your age group and get a clear perspective on your average monthly and yearly investment trends.
Easy to use
The Mutual Fund Portfolio Scan is easy to use - you don't have to do the complex calculations manually to analyse your portfolio.
Sector Allocation
You get to see the sector wise analysis of the capital you have invested in mutual funds. With the help of 'Portfolio Scan,' you can track and modify your sectoral investments based on latest market updates and events.
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