Mutual Fund Assessor — AI-Powered Portfolio Analysis for Indian Investors

Free AI-powered mutual fund analysis tool for Indian investors. Analyze your portfolio, get ML-based fund scores, risk assessment, SIP optimization, and personalized fund recommendations for 3,700+ Indian mutual funds.

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Our Tools

Portfolio Tracker — Track holdings with real-time NAV, XIRR, and import from Groww, Zerodha, Kuvera
Fund Explorer — Search & compare 3,700+ Indian mutual funds with detailed metrics
Portfolio Analysis — AI health check with diversification, sector analysis, stress testing, VaR
Recommendor — ML-powered fund suggestions, SIP optimization, behavioral insights, tax optimization
Top Funds — ML-ranked best mutual funds across 28 categories
Glossary — Learn 50+ financial terms with interactive charts and examples
Profile — Set financial goals, risk tolerance, and monthly SIP commitment

Key Features

ML-based fund scoring (0-100) across 3,700+ Indian mutual funds
Portfolio health check with overlap detection and diversification analysis
SIP budget optimization and financial goal tracking
Risk assessment with Sharpe, Sortino, VaR, CVaR, and max drawdown metrics
Stress testing with historical crisis scenario simulation
Market regime detection (Bull/Bear/Sideways)
Behavioral bias detection and tax optimization insights
AI-powered rebalancing suggestions and fund recommendations
Top funds ranked across 28 categories — Large Cap, Mid Cap, Small Cap, ELSS, Index, and more
Import portfolio from Groww, Zerodha, Kuvera, or CAS PDF statements
Interactive financial glossary with 50+ terms explained with charts

Frequently Asked Questions

How does the Mutual Fund Assessor analyze my portfolio?

The tool uses machine learning models to score each mutual fund on 10+ criteria including returns consistency, risk-adjusted performance (Sharpe/Sortino ratios), expense ratios, AUM stability, category performance, and market sentiment. Each fund gets a score from 0-100.

Is Mutual Fund Assessor free to use?

Yes, Mutual Fund Assessor is completely free. You can analyze your portfolio, get fund recommendations, track performance with XIRR, and receive AI-powered insights at no cost.

Which mutual funds are covered?

All 3,700+ mutual funds listed on AMFI (Association of Mutual Funds in India) are covered, including equity, debt, hybrid, ELSS, index funds, and sectoral funds from all major AMCs.

Can I import my portfolio from Groww, Zerodha, or Kuvera?

Yes, you can import your mutual fund portfolio from Groww, Zerodha, Kuvera, and other platforms. We support CAS PDF imports, CSV imports, and screenshot-based portfolio import using AI-powered OCR.

What categories are covered in Top Funds?

Top Funds covers 28 categories: Large Cap, Mid Cap, Small Cap, Flexi Cap, Multi Cap, Large & Mid Cap, ELSS, Value, Contra, Focused, Dividend Yield, Sectoral, Thematic, Index Broad (Nifty 50/Sensex), Index Sectoral, International, Hybrid Balanced, Aggressive Hybrid, Balanced Advantage, Conservative Hybrid, Arbitrage, Equity Savings, Gold/Silver/Commodity, Dynamic Bond, Liquid, Short Duration, Corporate Bond, and Gilt funds.