Analyze Your Mutual Fund Portfolio in Seconds
Upload your CAS statement and instantly generate a detailed portfolio health report showing diversification, fund overlap, and risk indicators.
Generate Free Portfolio ReportWhy Portfolio Analysis Matters
Many investors hold multiple mutual funds believing their portfolio is well diversified. However several funds invest in the same underlying stocks creating hidden concentration risk.
Understanding the real structure of your portfolio helps improve diversification and reduce unnecessary exposure.
How the Tool Works
- Download your CAS statement from CAMS or KFintech
- Upload the CAS PDF to the tool
- Generate your portfolio health report instantly
- Refer to How To Generate Report for further details
What Insights the Report Provides
Portfolio Concentration
Identify if too much capital is invested in a few funds or stocks.
Fund Overlap
Detect duplicate stock exposure across multiple mutual funds.
Asset Allocation
Understand how your portfolio is distributed across fund categories.
Risk Indicators
Highlight diversification gaps and potential risk exposure.
Sample Portfolio Report Screens
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