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Mutual Fund Portfolio Analyzer from CAS Statement

Upload your Detailed CAS ? What is Detailed CAS? Select "Detailed" (not Summary) when downloading from CAMS — it includes your full transaction history needed for accurate XIRR calculation. statement and instantly get XIRR ? What is XIRR? XIRR (Extended Internal Rate of Return) measures your actual annual return, accounting for the exact timing and amount of every investment — more accurate than simple returns for SIPs. , fund allocation ? What is Fund Allocation? Shows how your money is spread across individual mutual fund schemes — which funds hold the most, which are underweight, and where concentration risk may exist. and portfolio insights — all in one report. Don't have your CAS? Get it free from CAMS in 2 mins →

No login required Data never stored Free to use (Beta) ⚠️ CAMS PDF only
Know more about the report →
Processed securely · never stored · CAMS CAS PDF only · 🔒 password-protected PDF · your password is never stored
Report Highlights
My investment snapshot 1 / 5
Total Portfolio Value
₹8.4L
↑ 24.3% overall
Total Invested
₹6.8L
across 8 funds
Absolute Gain
₹1.6L
+23.5%
Portfolio XIRR
14.7%
annualised
How to get started
1
Download your CAS ?
camsonline.com · download as password-protected PDF
2
Upload the PDF
Processed instantly, never stored
3
Read your report
XIRR, allocation & rebalancing signals
Report Type:
⚠️ CAMS PDF only
Select a report type, upload your CAS, specify password and generate

Portfolio Insights Generated

Portfolio value • Investment vs gain • XIRR performance • Fund allocation • Equity vs debt distribution

Guides: Analyze Mutual Fund CASCalculate Mutual Fund XIRRPortfolio Overlap

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