Mutual Fund Portfolio Review: Making Benchmarking the New Habit
Managing your Mutual Fund portfolio shouldn’t feel like flying blind.
But for many investors, it does.
We recently asked what confuses you most about your MF portfolio:
“Too many funds. No clue what’s what.”
“I don’t even know if it’s performing.”
“Something’s off… but I don’t know how to fix it.”
If any of that sounds familiar, you’re not alone.
Most investors struggle to get a clear picture of how their mutual funds are really doing — what’s working, what’s not, and what needs attention.
That’s exactly why we built the Mutual Fund Portfolio Review feature:
To help you see your portfolio more clearly, assess performance more confidently, and take control of your long-term investments with data-backed insights.
Here’s how this helps you as a trader:
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See the full picture: No more fragmented views. Get a consolidated, real-time snapshot of your MF investments with performance metrics that matter, not just NAVs and returns in isolation.
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Spot what’s working (and what’s not): Our tool highlights underperformers, overperformers, and opportunities to rebalance, all at a glance.
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Align investments with your market view: Don’t just look at funds in isolation, align your portfolio to the benchmarks
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Stay proactive, not reactive: With insightful analysis, you’ll never have to wait for year-end statements to know if you’re on track.
Check out our latest blog to see how this tool works.
Please Note - This feature is available for users with a MF Portfolio that’s at least a year old.
Disclaimer – This is an educational post