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SEBI Compliant & AMFI Integrated Portfolio Tracker

Track Mutual Funds & Stocks in One Smart Portfolio

Take complete control of your wealth with portfolioMF.com. Track your investments across all Indian AMCs with verified daily AMFI NAVs, live Sensex/Nifty performance, interactive SIP calculators, and professional CAGR analytics.

100% Free Forever 15,000+ AMFI Schemes Bank-Grade Privacy
Quick SIP Growth Estimator
Interactive
Invested Amount: ₹ 12,00,000
Estimated Wealth Gain: ₹ 14,20,947
Total Maturity Value: ₹ 26,20,947
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Market Benchmarks

Top Performing Indian Mutual Funds (Direct Growth)

Track verified historical CAGR returns across top SEBI asset classes.

Scheme Name & AMC Category Latest NAV 1-Year Return 3-Year CAGR 5-Year CAGR
Quant Small Cap Fund - Direct Plan - Growth
Quant Mutual Fund
Small Cap ₹ 268.45 +41.20% +34.80% +36.40%
Nippon India Small Cap Fund - Direct Plan - Growth
Nippon India Mutual Fund
Small Cap ₹ 210.64 +38.50% +31.20% +32.90%
HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth
HDFC Mutual Fund
Mid Cap ₹ 237.52 +35.80% +28.40% +26.50%
Parag Parikh Flexi Cap Fund - Direct Plan - Growth
PPFAS Mutual Fund
Flexi Cap ₹ 78.90 +28.90% +22.40% +24.10%
Bandhan Transportation and Logistics Fund - Direct Plan - Growth
Bandhan Mutual Fund
Thematic / Sectoral ₹ 22.35 +36.40% +26.10% Newer Fund
Knowledge Base

Investor Educational Guides & Financial Frameworks

Master mutual fund evaluation, tax planning, and portfolio optimization with our in-depth guides written for retail investors.

CAGR vs XIRR Calculation

Understand when point-to-point CAGR fails and why irregular SIP installments require cash-flow-weighted XIRR calculation.

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Reading CAMS/KFintech CAS

How to decode your Consolidated Account Statement (CAS), verify folios, track purchase NAVs, and import investment records.

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Direct vs Regular Funds

Learn how a 1% distributor commission in regular plans compounds over 20 years to erode up to 25% of your total wealth.

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Mutual Fund Taxation Rules

Updated Budget provisions for equity and debt mutual funds, ₹1.25 Lakh LTCG exemption threshold, and grandfathering norms.

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SIP vs Lumpsum Strategy

Comparing rupee cost averaging against lump sum investing during bull runs, corrections, and volatile sideways markets.

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IPO Due Diligence Checklist

Essential framework for analyzing Red Herring Prospectuses (DRHP), promoter quality, P/E valuations, and Grey Market Premiums (GMP).

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Portfolio Rebalancing Rules

How to rebalance asset allocation between equity, debt, and cash annually without incurring excessive capital gains taxes.

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NFO Investing: Facts vs Myths

Why a ₹10 face value NAV offers no inherent discount, and how to evaluate whether a new fund theme is truly unique.

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Common Questions

Frequently Asked Questions

Important information about mutual fund tracking, automated NAV updates, and platform security.

portfolioMF.com synchronizes directly with the official daily master feed of the Association of Mutual Funds in India (AMFI). As Asset Management Companies (AMCs) calculate and publish daily Net Asset Values (NAVs) every evening, our automated scheduler updates your portfolio records with 4-decimal precision valuation data and authentic valuation timestamps.

Yes. All portfolio tracking features, top performer screeners, NFO tracking tools, interactive SIP/CAGR calculators, and educational guides are completely free of charge. We do not sell mutual fund products or charge advisory commissions.

Compound Annual Growth Rate (CAGR) only considers the initial investment and final value across a fixed period, which works well for one-time lumpsum investments. However, in a Systematic Investment Plan (SIP), installments are invested on different dates at fluctuating NAVs. Extended Internal Rate of Return (XIRR) accounts for the exact timing of each cash flow, providing the true annualized return of your money.

Absolutely. portfolioMF.com operates on strict privacy principles. Your folio numbers, transaction notes, and personal investment balances are password-hashed, encrypted in transit using SSL/TLS, and never sold, shared, or brokered to third-party financial institutions. Review our full commitments in our Privacy Policy.

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Join thousands of smart Indian retail investors who track their direct mutual funds, equity folios, and asset allocations on portfolioMF.com.