SIP and Mutual Fund Portfolio Checker
A dedicated resource for Indian investors. Use AI to check your SIP performance, mutual fund overlap, and portfolio health in minutes.
Download the Free Guide
Enter your details and get instant access to the full PDF.
Your details:
You will also receive The AI Investor newsletter covering AI and investing insights. Unsubscribe anytime.
Why This Matters
SIPs are often treated as "set it and forget it," which works fine until years pass and nobody's checked whether the funds still make sense together. This resource is built specifically for Indian mutual fund investors to check SIP performance, catch overlap between funds, and confirm the portfolio is still healthy, not just running on autopilot.
What's Inside
SIP performance analysis prompts show you the actual return you're getting versus what the fund's category average delivers. The mutual fund overlap checker catches funds that hold largely the same underlying stocks, meaning you're paying two expense ratios for one exposure. An expense ratio comparison guide and sector concentration analysis round out the health check, and a direct-vs-regular plan comparison shows you exactly how much you're leaving on the table if you're still in a regular plan.
"Here are my SIP mutual funds: [list funds and monthly amounts]. Check for overlap in their underlying holdings and tell me if any two funds are effectively duplicating each other."
"I'm currently in the regular plan for [fund name]. Estimate how much more I'd have accumulated over the same period if I'd been in the direct plan instead, given the typical expense ratio difference."
Who This Is For
Indian investors running one or more SIPs who want to confirm their mutual fund portfolio is actually well-structured, not just automatically continuing month after month.
FAQ
Is this really free?
Yes, completely free. Enter your name and email and you'll get instant access, no credit card required.
Does this work for both equity and debt mutual funds?
Yes, the overlap and expense ratio checks apply across fund categories, though the specific benchmarks you compare against will differ by category.