Personal Finance Dashboard | MF Performance & Due Diligence

Mutual Fund Due Diligence & Performance

Direct Growth analytics, dynamic benchmark alignment, calendarized SIP XIRR, and annualized rolling distributions.

Direct Only Growth Only

AMC: -

Manager(s): -

Category: -

Benchmark: -

Style: -

Risk Level: -

Fund Fundamentals & Valuation

Current NAV

TER (Exp. Ratio)

Fund Size (AUM)

Top 5 / 10 Conc.

Turnover Ratio

P/E Ratio (vs Cat)

P/B Ratio (vs Cat)

Trailing Returns

1 Month

6 Months

1 Year

3Y CAGR

5Y CAGR

Since Inception

Calendar Year Returns (Full Cycles)

Year	Opening NAV	Closing NAV	Annual Return	Evaluation

Rolling Returns ⓘ

Fund Benchmark

Scheme / Benchmark	Launch Date	Return Statistics (%)				Return distribution (% of times)
Scheme / Benchmark	Launch Date	Average	Median	Maximum	Minimum	Negative	0 - 8%	8 - 10%	10 - 12%	12 - 15%	15 - 20%	> 20%

Risk Metric Ratio

Std Dev (Volatility) ⓘ

Sharpe Ratio ⓘ

Sortino Ratio ⓘ

Beta ⓘ

Upside Capture ⓘ

Downside Capture ⓘ

Max Drawdown ⓘ

Peak to Trough Depth

Portfolio Structure & Holdings

Company / Security	Sector	Holding %	1M Change

Sector	Weightage %	Market Value (₹ Cr)

Saved Watchlist

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Investments & Portfolio Tracker

Coming Soon

Track custom portfolio transactions, live valuation, consolidated XIRR, and asset rebalancing.

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Expense Tracker

Coming Soon

Log recurring bills, discretionary spending, and monitor monthly surplus savings.

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Goal Planner & Roadmap

Coming Soon

Simulate retirement targets, education funds, and compounding roadmaps mapped directly to fund CAGRs.

Mutual Fund Due Diligence & Performance

Saved Watchlist

Investments & Portfolio Tracker

Expense Tracker

Goal Planner & Roadmap

Data Management