Mutual Fund Portfolio Analyzer from CAS

What it does

Analyze your mutual fund portfolio instantly using your CAS statement. Upload your CAS PDF and get a simple portfolio report showing XIRR, investment vs current value, fund allocation, and key insights. No login. No account linking. Privacy-first. A quick and easy way for investors to understand their mutual fund portfolio in seconds. Upload your CAS → Get your Mutual Fund Portfolio Health Report instantly.

Upload your Mutual Fund CAS statement and instantly generate a detailed portfolio analysis report with XIRR, allocation insights, and performance summary. Free tool for Indian investors.

Upload your Detailed CAS ? What is Detailed CAS? Select "Detailed" (not Summary) when downloading from CAMS — it includes your full transaction history needed for accurate XIRR calculation. statement and instantly get XIRR ? What is XIRR? XIRR (Extended Internal Rate of Return) measures your actual annual return, accounting for the exact timing and amount of every investment — more accurate than simple returns for SIPs. , fund allocation ? What is Fund Allocation? Shows how your money is spread across individual mutual fund schemes — which funds hold the most, which are underweight, and where concentration risk may exist. and portfolio insights — all in one report. Don't have your CAS? Get…from mutualfundreport.netlify.app

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