Mutual funds
Your MF portfolio, explained in plain language
See what your mutual funds actually hold. Compare funds by category. Check ELSS for 80C savings. Detect overlap with your direct equity. All in one conversation.
Not investment advice · Does not transact MFs · Verify before acting
You have 4 mutual funds. Maybe 5. You started a SIP two years ago because someone said “just invest in index funds.” Then you added an ELSS for tax saving. Then a mid-cap fund because small was doing well.
Now you have no idea what your funds actually hold. Are three of them holding the same HDFC Bank? Is your “diversified” portfolio actually concentrated in banking?
You own the funds. But you don't understand the portfolio.
What if you could see through your funds — to the actual stocks they hold?
Your holdings
NAV, units, gains — the clear picture
See every mutual fund you hold: current NAV, units, invested value, current value, and gain/loss — pulled from your broker. No PDFs to download. No statements to upload.
“Show my mutual fund holdings”
Your mutual fund holdings:
Mirae Asset Large Cap — 245 units · NAV ₹98.2 · Invested ₹20,000 · Current ₹24,059 · +20.3%
Axis ELSS Tax Saver — 312 units · NAV ₹78.5 · Invested ₹25,000 · Current ₹24,492 · -2.0%
PPFAS Flexi Cap — 180 units · NAV ₹62.1 · Invested ₹10,000 · Current ₹11,178 · +11.8%
Fund research
Compare funds with metrics that matter
Expense ratio
How much the fund charges annually. Lower is usually better — but not always.
Exit load
What you pay for early redemption. ELSS has a 3-year lock-in. Others vary.
Alpha & Beta
Alpha = excess return. Beta = market sensitivity. Both matter for risk-adjusted performance.
Category comparison
Compare across Large Cap, Mid Cap, Small Cap, Hybrid, ELSS, Liquid — by category, not apples to oranges.
Tax saving
ELSS for 80C — the shortest lock-in
ELSS funds qualify for Section 80C deduction up to ₹1.5L. The lock-in is 3 years — shorter than PPF (15 years) or NPS (till retirement). PortoAI helps you compare ELSS funds by returns, risk, and expense ratio — so you pick the right one, not just the popular one.
Your MFs and stocks might be holding the same companies
You hold RELIANCE directly. Your large-cap fund also has 8% in RELIANCE. Your flexi-cap fund has another 5%. Your actual RELIANCE exposure? Much higher than you think. PortoAI detects these overlaps and flags the concentration risk.
Check if your MFs overlap with your direct equity. Takes one question.
Try it in PortoAIReal users, real portfolios
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Long-term investor · Bengaluru
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Investor · Delhi
Mutual fund FAQ
Transactions, ELSS, overlap detection, and data sources.
Can PortoAI buy or sell mutual funds?
How does ELSS help with 80C tax savings?
What is equity-MF overlap detection?
Where does fund data come from?
You own the funds. Do you understand the portfolio?
See what your mutual funds actually hold. Detect overlaps. Compare by what matters. One conversation.
No tips · No auto-trading · You confirm every order