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Find out what's really inside your mutual fund portfolio

Upload your CAS PDF (CAMS or KFintech). In 60 seconds you'll see your real stock concentration, hidden overlap between funds, sector risk, expense leakage, and three specific changes worth making — written by AI in plain English.

Used only to decrypt the PDF. Hashed before storage — never logged in plain text.

Optional: get a free monthly portfolio update

Analysis takes ~30 seconds (CAS parsing + holdings rollup + AI narrative).

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?

  1. CAMS CAS: request from camsonline.com — delivered to your registered email in ~5 minutes.
  2. KFintech CAS: request from mfs.kfintech.com.
  3. The PDF will be password-protected with your PAN (uppercase, no spaces).