I’ve been trying to simplify how I track my mutual fund portfolio and realized how fragmented things still are. Yes, we can use our brokerage statement but typically when I begin my research… Between CAS statements, AMC logins, and different apps, I still end up switching tabs just to get a complete view. I generally get the data, but it’s not something I want to keep opening and interpreting regularly. I’m curious how others here are managing this in practice — especially if you hold funds across multiple AMCs. Do you guys rely on one app? are you maintaining Excel? or just check periodically and move on?
I ended up putting together a small Chrome extension for myself to bring everything into one view (things like AUM, CAGR over 1/3/5 years,benchmark comparison). Still early, but it’s been useful for me so far.
Would love to know what others are using / what’s working well.
Register on MF Central website/app. Its a JV of CAMS & Karvy. Once registered, you’ll see all your MFs across AMCs at one place. You can also use it to make any fresh purchases/liquidation/service requests that too for free
After trying a few options, I realized the main gap isn’t data , it’s actually usability. everything exists in all these apps, but but nothing gives a clean, quick view of AUM, Benchmark comparison 1Y/3Y/5Y CAGR and a simple calculation of 100 Rs → what in 1 year.
That’s what I was trying to solve for myself.
If the Email/Mobile registered with Motilal Oswal or any other AMC is different from the one you used to register on MF Central, funds won’t show up. Change the Mobile/Email with Motilal to the same you used on MF Central, and then it will be visible