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πŸš€ This is the free lite version. See the full Advanced Portfolio Analyzer β€” 11 reports, family view, capital gains & more β†’

Mutual Fund Portfolio Analyzer from CAS Statement

Upload your Detailed CAS ? What is Detailed CAS? Select "Detailed" (not Summary) when downloading from CAMS β€” 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 β€” more accurate than simple returns for SIPs. , fund allocation ? What is Fund Allocation? Shows how your money is spread across individual mutual fund schemes β€” which funds hold the most, which are underweight, and where concentration risk may exist. and portfolio insights β€” all in one report. Don't have your CAS? Get it free from CAMS in 2 mins β†’

No login required Data never stored Free to use (Beta) ⚠️ CAMS PDF only
Know more about the report β†’
Processed securely Β· never stored Β· CAMS CAS PDF only Β· πŸ”’ password-protected PDF Β· your password is never stored
Report Highlights
My investment snapshot 1 / 5
Total Portfolio Value
β‚Ή8.4L
↑ 24.3% overall
Total Invested
β‚Ή6.8L
across 8 funds
Absolute Gain
β‚Ή1.6L
+23.5%
Portfolio XIRR
14.7%
annualised
How to get started
1
Download your CAS ?
camsonline.com Β· 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 β€’ Investment vs gain β€’ XIRR performance β€’ Fund allocation β€’ Equity vs debt distribution

Guides: Analyze Mutual Fund CAS β€’ Calculate Mutual Fund XIRR β€’ Portfolio Overlap

πŸš€ Advanced Version
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