mfunda

Are your mutual funds truly diversified, or do you hold multiple funds that own the same underlying stocks?

Meet mfunda — a professional mutual fund intelligence tool built to provide a deep, analytical look into your portfolio. Instantly analyze asset allocation, run historical backtest simulations, scan for stock overlap, and identify hidden risk factors.

Start exploring immediately. No signup required to test features, no ads, and no noise.

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CORE ANALYTICAL FEATURES
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PORTFOLIO ANALYZER (X-RAY VIEW)
Gain institutional-grade insights into your asset holdings.
* Secure CAS Import: Parse CAMS or KFintech CAS PDFs locally on your device with zero server transmission
* OCR Screenshot Scanner: Extract portfolio holdings directly from screenshots using text-recognition analysis
* Stock Overlap & Concentration: Identify duplicate holdings across funds to avoid over-exposure to single stocks or sectors
* Asset Allocation Breakdown: View precise distributions across Equity vs Debt, market capitalization, and industry sectors

HISTORICAL BACKTEST SIMULATOR
Evaluate your investment strategies using historical market data.
* Run simulations for Systematic Investment Plans (SIP) and Lumpsum strategies across custom timeframes
* Compare fund combinations against benchmark indices or standard multi-asset portfolios
* Advanced Risk Metrics: Calculate CAGR, XIRR, Volatility, Max Drawdown, Sharpe, Sortino, and Ulcer Index

ADVANCED MUTUAL FUND SCREENER
Screen and filter over 9,000 Indian mutual fund schemes.
* Filter dynamically by asset class, fund house, fund size, and investment category
* Sort and evaluate schemes by Total Expense Ratio (TER), performance history, and risk-adjusted parameters
* Compare portfolios side-by-side to make data-backed allocation decisions

SMART PORTFOLIO ALERTS
Stay informed about changes affecting your capital.
* Real-time NAV updates and daily performance tracking
* Expense Ratio (TER) Tracker: Receive alerts if a fund house raises its expense ratio
* Fund Manager Tracking: Get notified of manager changes or key exits at your invested fund houses
* Portfolio Drift Alerts: Set thresholds to be notified when sector or stock concentration exceeds your limits

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PRIVACY-FIRST ARCHITECTURE
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* Ad-Free Environment: A clean interface designed strictly for data and analysis, without sponsored content or commercial distractions
* Local Document Processing: All Consolidated Account Statements (CAS) are decrypted and processed locally on your device with no raw document storage on our servers
* Frictionless Access: Test the app and evaluate its analytical capabilities without sharing personal identifiers like phone numbers or emails

Take control of your asset allocation. Clean up portfolio overlap, reduce hidden fees, and invest based on data, not assumptions.

Download mfunda today !