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Add convenience to managing your investments

With the My Investments tool, you can now easily keep track of all your investments

Add convenience to managing your investments

My Investments helps you manage and optimise your investments easily. It collects scattered data of your investments across mutual funds, stocks, PPF and other fixed-income assets and shows their consolidated worth and performance, all at one place. Moreover, it assists you in making investment decisions. With the tool, you can:

  • Upload your investment transactions in a few easy steps from CAMS, KARVY, eCAS or from your broker and start tracking all your investments at one place.
  • Check the performance of your investments during a selected range of period and the complete value of your investments as on any date in the past.
  • Get the consolidated split of your investments in different asset classes and compare how it suits your risk profile.
  • Label your investments as per your goal or investor's name. Start evaluating them individually or in an aggregated way. See how close you are to your goal.
  • Get inflation-adjusted return and compare it with major indices, fixed deposits and PPF returns. Mark your consistent underperformers.
  • Scan your investments for low-rated funds or stocks with a high threat of insolvency.
  • Check how much of your investments are not in a direct plan. Shift and optimise your returns.
  • Know how much of your investments can be sold right now, how much with and without exit load and tax implications.
  • Never miss an important update on your investments with alerts on events such as change star ratings, corporate events, upcoming SIPs or dividends.
  • View your investments' worth and performance factoring in the exchange rate effect in foreign currencies, INR, USD, GBP, EUR or AED.
  • 'Undo' your mistakes. Go back and edit any entry you have made in your investments--the entire history will adjust automatically.