Analyzing Portfolio
Fetching NAV data and calculating performance metrics...
Mutual Fund Portfolio Analyzer Pro
Real-time NAV Data & Professional Portfolio Analysis
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Upload Excel/CSV with your mutual fund transactions
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Max file size: 10MB | Supports .xlsx, .xls, .csv
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| Date | Fund Name | Invested Amount | Type | SIP/Lumpsum |
|---|---|---|---|---|
| 2024-01-15 | Parag Parikh Flexi Cap Fund - Direct Plan - Growth | 10000 | Flexi Cap | Lumpsum |
| 2024-02-01 | Axis Small Cap Fund - Direct Plan - Growth | 5000 | Small Cap | SIP |
Note: Date format should be YYYY-MM-DD. Fund names should match AMFI database.
Data Status
Real-time NAV Updates
Quick Stats
Portfolio Transactions
| Date | Fund Name | Type | Amount | Investment | NAV Status | Actions |
|---|---|---|---|---|---|---|
No Transactions YetUpload your Excel/CSV file to begin analysis |
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Performance Summary
Portfolio Allocation
Portfolio Growth
Model Allocation Analysis
Current vs Recommended Allocation
Rebalancing Recommendations
Risk Analysis
Risk Profile: Moderate
Your portfolio risk is calculated based on asset allocation and fund types.
Risk Factors
Risk Management
SWOT Analysis
Strengths
Weaknesses
Opportunities
Threats
Fund-wise Performance
| Fund Name | Type | Invested | Current | Returns | CAGR | XIRR | Benchmark | Rating |
|---|
Recommendations & Strategy
Rebalancing Strategy
SIP Recommendations
Exit Strategy
Market Outlook Strategy
Individual Fund Analysis
Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not indicative of future results. NAV data sourced from AMFI. This tool provides analysis based on available data and should not be considered as financial advice.
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