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Mutual fund portfolio analyzer. Our expert analysis identifies underperforming assets, optimizes your risk level & helps you make smarter investment decisions all in one place. Our research and tools help our clients see through the day-to-day clutter of market movements while providing a clear understanding of where market strength lies at all times None - See MF NAV, Performance Returns. Mutual Fund, Mutual Funds, Mutuals And More JioBlackRock Mutual Fund which is a new entrant in the mutual fund industry had a total AUM of Rs 16,762 crore in January. Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees. View & analyze the 0P00003CUP fund chart by total assets, risk rating, Min. Track, analyze and enhance your investments through Tickertape. Includes tasks such as Trading, Call analysis, Investment portfolios, Stocks and Prediction markets. Portfolio Visualizer provides online portfolio analysis tools for backtesting, Monte Carlo simulation, tactical asset allocation and optimization, and investment analysis tools for exploring factor regressions, correlations and efficient frontiers. The results cover both returns and fund fundamentals based portfolio style analysis along with risk and return decomposition by each portfolio asset. Mutual Funds portfolio tracking and analysis made easy A portfolio analysis tool to create more ‘aha’ moments Use 360° Evaluator to objectively analyze your portfolio across key attributes like exposure breakdowns, expenses, risk factors and much more. 020% Analyzing your investments is vital to diversifying your portfolio. Mutual Funds portfolio tracking and analysis made easy Get detailed insights on DSP Mutual Fund schemes with latest NAV, performance, returns, ratings, and portfolio analysis in 2026. Simplest way to keep your portfolio healthy. 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Everything is broken down by categories like groceries, utilities, restaurants, clothing, etc. com, January 2025: Bloomberg names Adam Benjamin Stock Picker of the Year after Fidelity Select Semiconductors Portfolio returned more than 49% in 2024, making the fund the top mutual or exchange-traded fund for total return of U. mutual fund minimums, pricing, risk, management, and costs to decide what's best for you. Expense Ratio 0. Then, plan for the future with their detailed investment visualizations. Identify 🚩 red flags 🚩 risk exposure and get recommendations from Investment experts. 1 Stock Broker - Groww. Find our live Northwestern Mutual Series Fund Inc Index 500 Stock Portfolio fund basic information. You can analyze and backtest portfolio returns, risk characteristics, style exposures, and drawdowns. Portfolio Check JioBlackRock Mutual Fund which is a new entrant in the mutual fund industry had a total AUM of Rs 16,762 crore in January. These portfolio analyzers give you in-depth tools and visualizations to get the most out of your investments. As retirement nears, investment priorities shift from high returns to capital safety, steady growth and liquidity. Make an informed investment decision and stay ahead of the market. Get in-depth insights, make data-driven decisions, and let us guide you to the best picks for your investments. Managing your service requests can't get any SIMPLER! Out with paper, in with digital. Basant Bafna of Mirae Asset Mutual Fund says his investment approach prioritises client-first discipline, high-credit-quality portfolios and active duration management. How to Calculate Return on Investment Return on investment, or ROI, measures how much money you can make on a financial investment like a stock, mutual fund, index fund or ETF. Top mutual fund analysis tools & key metrics in 2025 to compare, evaluate risk, and choose the right fund with ease. Discover actionable insights today. S. Jan 2, 2026 · Best For Mutual Fund And ETF Investors: Morningstar Portfolio Manager Morningstar is one of the premier portfolio analysis tools for everyday investors looking to understand more about their investment portfolio. You can calculate the return on your investment by subtracting the initial amount of money that you put in from the final value of your financial investment. He seeks clarity on rebalancing, stopping select SIPs and deploying funds more prudently to align with his retirement needs and risk profile. Track your day-to-day spending and saving with a high-level view of your monthly cash flow across all accounts. Learn more here. Discover which stocks might pay the highest dividends in 2025, and whether high dividend stock should be picks for income investors. GMAPX has an annual expense ratio of 0. Fund Screener - A comprehensive research tool to filter and compare mutual funds in India. From dissecting hundreds of mutual funds & ETFs to analyzing company fundamentals, our analysis goes deep so your review is built on substance, not surface. Want key mutual fund info delivered straight to your inbox?Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Sixty-year-old Neeraj Yadav, who invests Rs 25,000 monthly across five mutual funds, is reassessing his SIPs and portfolio strategy. View & analyze the 0P00003CZ7 fund chart by total assets, risk rating, Min. based mutual or exchange-traded funds with greater than $5 billion in assets under management. 68 / +0. Now view your portfolio across all the Mutual Funds on a single platform! Slice and dice your assets based on asset class, fund house, returns, scheme level holdings and performance. 0B Adj. Regular portfolio reviews and disciplined investing remain key to balancing returns, risk, and goal-based planning effectively. 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See all your transactions in portfolio. 70 % Total Assets 740. As the asset management industry rebounds, the lines between traditional and alternative asset management are blurring, creating the “great convergence. Experts suggest maintaining diversification, gradually reducing risk for short-term goals, and increasing SIP contributions for long-term targets. Watch short videos about pilx mutual fund returns 2026 from people around the world. Find our live Northwestern Mutual Series Fund Inc High Yield Bond Portfolio fund basic information. The Arthgyaan Mutual Fund Portfolio Review Tool is a free, easy-to-use online service that helps investors analyze and optimize their mutual fund portfolios. Analyze your mutual fund portfolio to find overlaps, diversification opportunities, and more. Explore Portfolio Analysis on Groww, a powerful new feature designed to give you better clarity and context about how your equity portfolio is performing. Motilal Oswal Financial Services Fund- Regular-Growth : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio Download Visual analysis of a retirement mutual fund portfolio, with charts comparing performance across different asset classes Stock Illustration and explore similar illustrations at Adobe Stock Download Visual analysis of a retirement mutual fund portfolio, with charts comparing performance across different asset classes Stock Illustration and explore similar illustrations at Adobe Stock Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns. Our deep research, ratings, methodology & tools on Financial Planning, Stocks, Mutual Funds & Income Tax are helping investors take better financial decisions. 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