Disclaimer: Vipin Krishnan, proprietor of Bamboo Roots Investment Research & Education, is registered with SEBI as an Individual Research Analyst | Reg. No.: [INH000027672] | Valid till: Perpetual All content on this page is for informational and educational purposes only and does not constitute personalised investment advice. We do not distribute financial products or receive commissions on investments. Investors are advised to consult a SEBI-registered Investment Adviser before making any decisions. Investments in securities are subject to market risks – please read all related documents carefully before investing.

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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Expected Excel/CSV Format

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

NAV Data Source

AMFI API (Live)

Last Updated

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Data Accuracy

Official NAVs

Quick Stats

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Total Investment

₹0

Current Value

₹0

Total Returns

CAGR

Stats will update after analysis

Portfolio Transactions

0 transactions 0 funds NAVs: Pending

Date	Fund Name	Type	Amount	Investment	NAV Status	Actions
No Transactions Yet Upload your Excel/CSV file to begin analysis

Performance Summary

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Total Investment

₹0

Current Value

₹0

Total Returns

₹0

CAGR

Annualized Return

XIRR

Portfolio Return

Investment Period

0 days

Time Horizon

Portfolio Allocation

Portfolio Growth

Model Allocation Analysis

Current vs Recommended Allocation

Rebalancing Recommendations

Risk Analysis

0/10

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

No Fund Analysis Available

Generate portfolio analysis to view individual fund comments

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.

Mutual Fund Portfolio Review (Excel Upload)

Analyzing Portfolio