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Portfolio viewer

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.


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 ).

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 updated without any effort or input from the investors end.

Fact Sheet

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

Consolidated Portfolio View – a one view of your portfolio across All Mutual Funds.

PAN Level Portfolio View – Track and manage your family wrap portfolio conveniently

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.


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 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.