Optimise Portfolio With Mutual Fund Scan

Stay ahead with auto monitoring of your mutual fund portfolio. With INDmoney, don’t just track returns, master them.

Identify outperforming & underperforming funds

Identify outperforming & underperforming funds

Detect sector overexposure & stock concentration

Detect sector overexposure & stock concentration

Get stock-level allocation across all funds

Get stock-level allocation across all funds

Compare XIRR vs benchmark across different time horizons

Compare XIRR vs benchmark across different time horizons

MF portfolio Analysis

Track Performance Against Benchmark

Compare the returns of funds and their XIRR to their benchmark. See the true picture and get measurable insights.

performance comparison mutual funds

Understand Sectoral Allocation Across Funds

Know sectoral allocation in the fund vs. the benchmark. Find the gaps in performance and weightage.

Sector allocation mutual funds

Identify Underperformers & Top performers

Discover top-performing and underperforming funds. Know what’s working and eliminate what’s not.

underperforming and top performing funds

Analyse Stock-level Allocation & Concentration

Learn which stocks your mutual funds are investing in. Get allocation and concentration across funds.

stock level asset allocation

How To Check Your Portfolio Analysis?

  • 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 "Mutual Fund Analytics" tab to get the detailed analysis of your overall portfolio.

INDmoney is 100% Safe and Secure!

Your security and privacy are our top priority!

  • INDmoney ISO 27001:2022 Certified

    27001:2022

    ISO Certified

  • INDmoney security audited by CERT-In empanelled auditors

    Audited by

    cert-in empanelled auditors

  • AES 256-BIT SSL Secured connection for INDmoney

    AES 256-BIT

    SSL Secured

INDmoney is 100% Safe and Secure - Security Shield icon
img

Trusted by 10 million+ happy investors

Open your account in a minute. Invest in Indian Stocks, US Stocks, Mutual Funds, ETFs, Fixed Deposit and NPS.