How To Guide

How To Get A Free Mutual Fund Portfolio Analysis

Learn how to get a free mutual fund portfolio analysis today. Understand why it is important to assess your portfolio regularly.
April 18, 2024
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A regular health checkup is a must for people over 30 and *wait for it* every mutual fund portfolio! The financial health of your investments is crucial to achieving your investment goals. This where a mutual fund portfolio analysis is useful.

This blog will tell you exactly how you can get a free mutual fund portfolio analysis. But let’s take a step back and look at what a mutual fund portfolio analysis really looks like.

What Is A Mutual Fund Portfolio Analysis?

In simple terms, a mutual fund portfolio analysis tells you whether your mutual funds are good, bad, or terrible. 

This is done by comparing your mutual fund holdings to other funds from the same category. Your mutual funds may be compared to each other as well.  

Read this blog to know How to Assess Your Mutual Fund Portfolio

Why Is It Important To Get A MF Portfolio Analysis?

A mutual fund portfolio analysis can help you make corrections to your strategy and holdings periodically based on your goals and the fund’s performance.

A regular mutual fund portfolio analysis can be useful:

  • If you’ve picked mutual funds on your own, there may be a chance that you might be holding on to a few bad fun

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  1. Visit CAMS or KFintech
  2. Enter your email, PAN, and set a password for your CAS.
  3. Select the Detailed CAS option (not the summary) from your first investment date until today or choose 1st January 2000 for convenience.
  4. Click Submit. Your CAS will be sent to your registered email. It usually arrives in about 5 minutes, but may take up to an hour.
  5. Return here, upload the CAS, and enter the chosen password to allow us to analyze it.

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