Understand every fund you own

Upload your CAS and we'll walk you through your portfolio — benchmark performance, expense ratios, SIP analysis, and goal tracking.

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Drop your CAS PDF here
CAMS · KFintech · CDSL · NSDL · or tap to choose
⚠️ If your CAMS PDF is password-protected, leave the password blank when requesting it, or open → print → save as PDF first.
1
Go to camsonline.com → MF Investors → Statements
2
Select CAS – CAMS+KFintech
3
Type: Detailed · Period: Specific → 01-Apr-2013 to today · Folio: Without zero balance
4
Enter email · Leave password blank → Submit
5
Download from email and upload here
Own stocks too? Use CDSL (cdslindia.com) → CAS instead.
NFO
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Reading your statement

Extracting funds and transactions

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Detecting your SIPs

Working out monthly investment run rate

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Building your dashboard

Matching funds and calculating metrics

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Your portfolio
—
Your funds
Your goals

Tell us what you're building toward. We'll simulate whether your portfolio and SIPs will get you there — and what monthly SIP would close any gap.

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Expense Ratio — what's fair?
Index fundsUnder 0.3%
Active large capUnder 0.9%
Active mid/small/flexiUnder 1.1%
Any active fund1.1–1.5% — watch
Any fundAbove 1.5% — expensive
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Sharpe Ratio
Above 1.0Excellent
0.5 – 1.0Acceptable
Below 0.5Poor
NegativeBelow risk-free rate
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Beta
= 1.0Moves with market
> 1.0More volatile
< 1.0Less volatile
Ideal range0.7 – 1.1
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Alpha
PositiveManager added value
ZeroMatched market
NegativeUnderperformed for risk
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Category → Benchmark
Large CapNifty 100 TRI
Mid CapNifty Midcap 150 TRI
Small CapNifty Smallcap 250 TRI
Flexi / ELSSNifty 500 TRI
Index fundsTracked index TRI
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Direct vs Regular
Typical drag0.8–1.2%/year
₹1L over 10 years~₹18K–30K lost
₹10L over 10 years~₹1.8L–3L lost
How to switchmfcentral.com
Get a personal read from NFO

We'll analyse your full portfolio and write back — which funds to watch, where the leakage is, and what to consider next. Usually within 2 working days.

✓ Sent — we'll be in touch within 2 working days.
For educational purposes only. Not investment advice. Metric values are illustrative for this beta.