I’ve been a MF investor for 5+ years. Can someone suggest a good website/app which can give a holistic analysis of my portfolio?
Eg Fund performance & ranking vs peer group, overlaps in holdings, suggestions on how I can improve …
Having to do this analysis myself takes lot of time & effort and requires juggling between multiple websites.
YOU CAN USE PAYTM MONEY APP, GROWW OR COIN. THEY ALL ARE BEST. ONE THING ALSO THAT IF YOU DIRECTLY INVEST VIA AMC COMPANIES LIKE CAMS ETC. AS THEY DON’T CHARGE COMMISSION.
Hey Guru,
I think I know where you are coming from, I’ve been in the same place started investing through multiple apps and hence don’t have one single view of them. Except the monthly consolidated report I receive on mutual fund holdings.
I’ve just recently tried
INDMoney - Total Investment View and
Jupiter - Portfolio Analyser Report
One is in app, the other is on the web. Both have their own share of pros and cons hence. But do a great job of bringing all my MFs in one frame!
In addition to these 2, I also found the Value Research report useful and thorough with recommendations. The only con is that its paid (Rs. 5K).
Really liked the Jupiter money report you suggested. It was free, has a nice UI and is easy to understand with some great insights.