YOUR KNOWLEDGE. YOUR PERSPECTIVE.
Sample portfolio · Not connected
A clearer view of
your financial journey.
See how a client could follow their investments in one place.
Portfolio journey
ILLUSTRATIVE · 6 MONTHS Sample portfolio value
Illustrative historical path. It is not a forecast or a record of actual returns.
Asset allocation
3EXAMPLE FUNDS
Your sample holdings
VALUED USING DEMO NAVS| Fund | Units | Demo NAV | Invested | Value | Gain |
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Activity preview
No simulated orders yet. Explore an investment to preview the journey.
REAL FUNDS · PUBLISHED DAILY NAVS
Compare real funds.
Start with the facts.
Search Indian mutual funds and compare up to three schemes using published NAV history.
Published NAV data from MFapi.in · Not intraday prices.
Each fund shows its NAV date. Figures depend on the provider’s latest available publication. The initial schemes illustrate the tool and are not recommendations; they may belong to different categories.
Each fund shows its NAV date. Figures depend on the provider’s latest available publication. The initial schemes illustrate the tool and are not recommendations; they may belong to different categories.
Search by scheme or fund house. Results show exact scheme names and codes.
Selected funds
Connecting to published fund data…
No funds selected. Search for a scheme and choose Compare.
Side-by-side comparison
ACTUAL PUBLISHED NAV HISTORY1-year change is absolute; 3- and 5-year returns are annualised (CAGR), calculated from published NAVs. Each calculation uses the nearest NAV on or before the anniversary (up to 10 calendar days earlier). Insufficient history is shown as unavailable. Dates can differ between schemes. IDCW NAV changes do not include distributions and are not total returns.
Expense ratios, exit loads and current Riskometer ratings are not supplied by this feed and are not estimated. Verify them in the AMC’s latest scheme documents. Historical performance does not guarantee future returns.
Source: MFapi.in, an independent data provider. Cross-check official NAVs with AMFI or the AMC. Real fund data here is separate from the fictional portfolio and investment simulations.
EXPERIENCE THE JOURNEY
A small step.
A considered decision.
Preview an investment flow without moving money or creating an actual order.
Build a sample order
FUTURE CONNECTED EXPERIENCE
From learning to investing.
- Secure client account
Real sign-in and private portfolio access will be connected in a later release.
- Provider onboarding
Identity verification, bank authorisation and consent would take place through the investment partner.
- Review and authorise
Orders would be submitted only after provider approval and the investor’s authorisation.
- Track your progress
Holdings, transactions and daily NAV valuations would sync from the authorised provider.
These integrations are not active in this prototype. No bank details, passwords, PAN or payment information are requested.