Free Mutual Fund Portfolio Health Check

Control the damage before it’s too late!

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Analyses 21 Key Parameters

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This is what our "Mutual Fund Portfolio Health Check up" can do for you

MutualFundWala has a unique proposition wherein you may review, analyise and evaluate your existing MutualFund portfolio. You may look up your existing mutual funds, evaluate their performance, decide on the ones that need to be weeded out and the ones that need to be scaled up.

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Follow this process to check the health of your mutual fund

Get indepth analysis of your mutual fund investment portfolio across 19 Key Parameters of Return, Risk, Diversification, Liquidity, Quality, Valuation and Financial Trend etc.

Understand what’s working and not working in your portfolio. Import your Mutual Funds portfolio analysis report within 60 seconds and view your detailed investment report. You have all the tools to take corrective actions to strengthen your Mutual Funds portfolio

Step 1

Enter your email and phone number. The tool will fetch all mutual funds linked to your PAN.

Step 2

Enter the OTP. These two steps will permit us to fetch your fund details. This could take a few seconds to complete, so please be patient !!

Step 3

View a snapshot of all your mutual funds holdings such as portfolio value, absolute gain, XIRR, the asset allocation and finer details. Information on current value, gains, asset allocation and so on will be updated every day.

Step 4

Provide the inputs for the portfolio you want to review – age, time frame, risk. Select the funds you have marked for this portfolio.

Step 5

This MutualFundWala tool will provide an overall health score on the mutual fund portfolio health check. You will get detailed observations on fund performance, portfolio asset allocation, portfolio risk, fund quality, portfolio concentration, number of funds, and expense ratios (if you hold regular plans). These insights will highlight the aspects where your portfolio stands strong and where you will need to make changes. But since your own investments and redemptions, fun performance, asset allocation, expense ratios and such all change over time – not to mention additional investments or redemptions – don’t stop at a one time review.

Free Mutual Fund Portfolio Health Check

This is what our "Mutual Fund Portfolio Health Check up" can do for you

Instant Mutual funds review of ALL your existing Mutual Funds

Instant mutual fund risk profiling across different intermediaries

Analysis of all your Mutual Fund investments

Best and worst Performing schemes

Mutual Fund Health Check: Evaluating the Overall Health of Your Portfolio

Identify the risk in your existing portfolio

Discover opportunities missed with pin point accuracy.

Understand your entire portfolio composition (with stock holdings etc)

Your information is safe with us

Follow this process to check the health of your mutual fund

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Don't Wait! Take the first step to get rich.

Don't Wait! Take the first step to get rich.

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