Derived from scheme universe · Weighted by scheme count per category
Highlights
Category Sector Skew
Per-category sector weights × scheme count in universe
Category
Schemes
Avg Financials
Avg IT
Top Sector
Phase Quadrant — Scheme Classification
Phase 1 — Markup / Accumulation
Phase 2 — Trending Up / Distribution
Phase 3 — Correction / Re-accumulation
Phase 4 — Markdown / Avoid
Risk–Return Scatter (3M) — bubble size = AUM
MPS Regime
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Next Check
15th May
Last Rebalance
15th Apr
Days to Check
—
Rebalance Needed
Drift > 25% detected
For educational purposes only. Not SEBI-registered investment advice. Past performance does not guarantee future results. Consult a SEBI-registered advisor before investing.
Target Allocation
Based on current MPS regime
What-If Simulator
Drag to simulate MPS change
Simulated MPS Score62
0 No Money25 Bear40 Neutral55 Bull70 Full Bull
SIP Allocation Calculator
Monthly SIP Amount
₹
Total Monthly SIP₹10,000
Rebalance History
Monthly 15th checks
Date
Regime
Action
Drift
Smart Mix vs Nifty 50
Fetching benchmark data…
Past performance is not indicative of future returns. Smart Mix performance is simulated from current allocation weights applied to selected fund NAV history. Not investment advice. Note: Nifty 50 shown is price index (^NSEI), not TRI. Fund NAVs include dividend reinvestment (~1.5%/yr advantage). Adjust alpha interpretation accordingly.
No holdings yet. Add a fund manually or import a CAS PDF in the Import tab.
Transactions
Date
Fund
Type
Units
NAV
Amount
Folio
Source
No transactions yet.
Smart Mix Drift
—
Untracked Funds
In journal, not in Smart Mix
Missing Slots
Smart Mix slots with no holdings
XIRR Analysis
Money-weighted return per fund + portfolio
Fund
Invested
Current Value
Hold Days
XIRR
Performance
No closed flow data — add a holding first.
MF Orders
Placed
Fund
Slot
Kind
Side
Amount
Status
Kite ID
No orders placed yet.
MF Central CAS Upload
Upload your consolidated AMC statement PDF (CAMS / KFintech / NSDL CAS). We parse client-side — your PDF never leaves the browser.
CAS PDFs are typically password-protected (PAN + DOB, e.g. ABCDE1234F19900101).
Best-effort parser: CAS layouts vary; review the preview before saving.
Click to choose PDF
CAMS / KFintech / NSDL CAS supported
Manual Entry
Add a single fund holding by hand.
Zerodha Coin CSV ADMIN
Upload a CSV exported from Zerodha Coin. Columns expected:
Fund Name, Folio Number, Units, Average NAV, Current NAV, Invested Value, Current Value.
Header names matched case-insensitively; column order can vary.
How to export from Zerodha Coin
1. Open coin.zerodha.com on desktop · 2. Go to Holdings ·
3. Click Export (top-right) · 4. Choose CSV ·
5. The downloaded file is what you upload here.
Click to choose CSV
Zerodha Coin P&L Export
Upload the Holdings P&L .xlsx exported from Zerodha Coin. We parse the Mutual Funds sheet client-side — only rows with Open Quantity > 0 are imported. Average cost, current NAV, and unrealised P&L are mapped from the export columns directly.
How to export from Zerodha Coin
1. Open console.zerodha.com · 2. Go to Reports → Holdings P&L ·
3. Filter to your MF segment and date range · 4. Click Download (XLSX) ·
5. The downloaded file is what you upload here.
Click to choose .xlsx
Active holdings only · ETFs filtered out at insert
PDF is password-protected
CAS PDFs typically use PAN + DOB(YYYYMMDD), e.g. ABCDE1234F19900101.