Portfolio X-ray: see inside your mutual funds.
Drop in your CAMS or KFintech statement and get an instant picture of your asset mix, categories, fund houses and possible overlaps. Free, and private: the file is read on your device and never uploaded.
Stays on your deviceResults in secondsPDF & Excel report
Read entirely in your browser. Only scheme names and ISIN codes are sent to look up categories; your PAN, folios, amounts and the file stay on this device.
How to get your statement
Is my statement uploaded anywhere?
No. The PDF is opened and read inside your own browser. Only the names and ISIN codes of the schemes are sent to look up their category and latest NAV. Your PAN, folio numbers, amounts and the file itself never leave your device.
How do I get my CAS statement?
Request a free Consolidated Account Statement (CAS) from CAMS (camsonline.com) or KFintech (mfs.kfintech.com) by email. Choose the detailed statement, all fund houses, and set a password; it arrives as a PDF within minutes. You can also download one from MF Central.
What is the password?
It is the password you chose when you requested the statement. Some statements use your PAN in capital letters or a combination with your date of birth; check the email that came with it.
Does it check overlap between funds?
It flags when you hold several funds in the same category, which usually own many of the same companies, and shows how your money is spread across categories and fund houses. For a stock-by-stock overlap check, book a free review.
Is this advice?
No. The X-ray shows facts from your statement and general observations. Whether to change anything depends on your goals, tax position and exit loads, which we are happy to go through with you for free.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. The X-ray shows facts from your statement and general observations; it is not a recommendation to buy, sell or switch any scheme. Plenitude Connect is an AMFI-registered Mutual Fund Distributor (ARN-130934); these tools are for education and are not investment advice.
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