See what's really inside your mutual fund portfolio
Your 8 funds might secretly be one fund. Upload your CAS PDF and our AI shows your true stock concentration, hidden overlap, sector risk and expense leakage — with three specific changes worth making.
01Upload your CAS PDF
CAMS or KFintech — the same statement you already get by email.
02AI scans every holding
Every fund rolled up to stock level and cross-checked in one pass.
03Report in 60 seconds
Concentration, overlap, sector risk and three specific fixes — in plain English.
What the X-Ray finds
Stock concentration X-Ray
Roll up every fund’s holdings into a single ranked list. See if HDFC Bank is 12% of your portfolio because it sits inside 6 of your 8 funds.
Hidden fund overlap
Pairwise overlap analysis flags funds that hold ≥40% of the same stocks. You may be paying expense ratio twice for the same exposure.
Cost & sector risk
Weighted expense ratio in ₹/year. Any sector over 30% gets flagged. Style drift detection — “small cap” funds holding mostly large caps.
Privacy first
Your CAS PDF is parsed in-memory and never stored. Your PAN is one-way hashed. Email/phone are optional and only used if you ask for a callback.
Don't have a CAS PDF handy?
- CAMS CAS: request from camsonline.com — delivered to your registered email in ~5 minutes.
- KFintech CAS: request from mfs.kfintech.com.
- The PDF will be password-protected with your PAN (uppercase, no spaces).