Mutual Fund Portfolio Tracker – Best MF Tracking App

Effective Mutual Fund Portfolio Analysis is one of the prime motto’s of Investica.  As a Complete Finx app, we will talk about the indispensable feature of understanding one’s portfolio in a glance – The Mutual Fund Portfolio Tracker.

Investica Mutual Fund Tracker App Features?

This feature provides an in-depth analysis of how your portfolio stands right this moment. It will give you the latest data available.

How Investica’s Mutual Fund Portfolio Tracker Work?

If you pull your existing investment over to Investica (with the change of Broker form) or have started investing with Choice, you will be able to access the Portfolio from the shortcut at the top in the Dashboard Screen or from the Menu option.

Once in you will be able to see your Absolute Gain / Loss with the key details of the Invested Amount, current value and percentage gain.

Below is the dynamic Graph-based Mutual Fund Portfolio Tracker. Interactive which tracks every small change. See your portfolio performance vs the Sensex for the options ranging from 1,3, 6 months, 1, 3 and 5 years. Below is the screenshot.

Further down, the Module is divided into:-

• Highlights
• Mutual Fund Performance Tracker
• Mutual Fund Portfolio Analysis

Highlights – succinctly show you the important details like Best Scheme Performer, % Company exposure, Diversity and Portfolio Rating in colourful Card Formats.

Mutual Fund Performance Tracker – shows you the performance of the schemes involved in your portfolio with Absolute Returns and %

Mutual Fund Portfolio Analysis – This section offers a complete breakdown of your schemes primarily divided into Equity and Debt exposure. The colourful pie-chart is interactive, tapping the divisions will show % exposure and a list of schemes can be viewed from the dropdowns below.

Allocation Can Be Viewed as Sector, Company or Market Caps

Sector-wise allocations are divided into BFSI, IT consulting & software, Auto & Auto Ancillary, oil & gas and other such.

Now the penultimate option – Holdings

Inside this option, you can view all the schemes individually in your portfolio. Tapping on the scheme you will see the following options:

Details – Shows the scheme Details like NAV and Consumer details like unit purchased and amount invested.

Add – If you want to Add an additional amount to your existing investment. You can use these options and choose from the SIP or LUMPSUM option.

Redeem – If you would like to withdraw your invested amount from a particular scheme.

Switch – If you would like to swap the existing scheme with another one. The other scheme selected must be from the same AMC.

STP – Systematic Transfer Plan. If you would like to Transfer funds from one scheme to another within the same Fund House. Say you’d like to transfer an amount of Rs. 1,00,000  in 10 instalments from a Liquid Fund to a Large Cap fund. It works like a SIP transfer between funds.

SWP – Systematic Withdrawal Plan. This option can be used to withdraw a certain amount of funds from a scheme to your bank account. You can set the frequency of the withdrawal to a weekly, Monthly or Quarterly basis. Fill detail, select the SWP date and start.

This is a comprehensive explanation of how our Mutual Fund Portfolio Tracker App works and how it can be useful to the investor.

Happy Investing.