Portfolio Viewer

Here's what portfolio viewer offers you

Tracks all your investments, through daily price updates. Get a consolidated view of your multiple mutual funds transactions. Know your best and worst investments at a glance and much more.......

Summary

Quick summary of all current or all previous investments. The chart includes investment amount, current values, dividend paid, redemptions, absolute returns and XIRR (Internal Rate of Return or CAGR)

Transaction History

Displays history of transactions that have taken place in your mutual funds across different time horizons.

MF SIP Tracking

Get updated MF systematic investment plan (SIP) installments .All the updating is 100% system generated and without any effort or input from the investors end.

MF Tally

A powerful engine in the "UTILITY" section of the online portfolio viewer. This feature compares your portfolio performance against BSE Sensex for different time horizons. Exceptional tool to figure out where to increase allocation and what funds to exit from.

Dividends

Track current and historic dividends declared by your mutual funds. This gets auto updated your MFs for dividend payouts and re-investments

Allocation & Holding

Displays the zero percentage of debt and equity in your portfolio and different sectors you have invested. It also displays what percentage of your total investment belongs to which sector.

Fact Sheet

Gives you a financial snapshot of all companies in your portfolio. Displays the latest factsheets of the funds in your portfolio.


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