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

Detect sector overexposure & stock concentration

Get stock-level allocation across all funds

Compare XIRR vs benchmark across different time horizons

Track Performance Against Benchmark

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

Understand Sectoral Allocation Across Funds

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

Identify Underperformers & Top performers

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

Analyse Stock-level Allocation & Concentration

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

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.

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