1 Enter fund details

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Portfolio Review

Equity

Add your mutual fund holdings

Import every folio in minutes via MF Central, or add funds manually. We save them to your review account and score the whole portfolio — overlap, fees, category mix and past drawdowns.

Your review is generated a few minutes after the import completes — the page refreshes itself.

Health score

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Your mutual fund portfolio, measured against published checks.

Portfolio overlap

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Between your equity funds

Funds that act alone

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After overlap

10-year cost

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Extra fees vs direct plans by year 10, if funds grow 12%/yr

Category fit

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Get the detailed review — book a free call or unlock it for ₹500 The fee arithmetic, how many of your funds act as one, fund-level detail and the line-by-line flags.

Findings, largest cost first

Why the score reads the way it does

How much your funds repeat each other

0% shared80%+

Above 50%, two funds are largely the same product with two fee structures.

Your mix against the published model allocation

Against Wright's published model allocation — a generic reference, not a suitability assessment.

You hold100%

Framework weight

What the fees cost

Charged whether the funds rise or fall.

Are the funds earning their fee

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You · 3y

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Benchmark

Fund-by-fund against its benchmark

Three-year annualised return against each fund's own category index.

What it did in past falls

Today's funds at today's weights, through three real drawdowns.

Computing the replay…

What you hold

FundWeight What the rules flag Status

Information, not advice

Where your portfolio sits against checks we apply to every user identically. Not a recommendation to buy, sell or hold any scheme.

Methodology

Overlap is the share of portfolio value held in common between two schemes' latest disclosed top holdings. Category weights come from Wright's published model allocation, which is identical for every user. Cost figures use the current TER of the exact plan you hold, against the direct plan of the same scheme where one exists. The Terms & Conditions of our Research Analyst services apply to this review.

Disclaimer

Wryght Research & Capital Pvt (Brand name: Wright Research) is a SEBI Registered Portfolio Manager Reg No: INP000007979 (Validity: Apr 03, 2023 - Perpetual) and a SEBI Registered Research Analyst No: INH000017295 (Validity: Jul 03, 2024 - Perpetual). The registered office address of Wryght Research & Capital Pvt Ltd is 102, Shagun Vatika, Prag Narayan Road, Lucknow 226001, India. The CIN number of the company is U67100UP2019PTC123244.

Registration granted by SEBI, enlistment with BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Securities quoted are for illustration only and are not recommendatory. For more information visit our website wrightresearch.in/disclosure.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing.

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How it works

Your portfolio, reviewed in minutes

Bring your holdings in. Import stocks straight from your broker via Smallcase, pull every mutual fund folio through MF Central, or upload a CSV — nothing to set up first.
Read the review. Every holding is measured against the same published framework: concentration and overlap, factor exposure, fees against direct plans, and how the mix compares with Wright's published model allocation.
Go deeper when you want. Unlock the full line-by-line detail, or book a free call — portfolio-specific advice happens with an advisor under our PMS and advisory arrangement.

The review is information, not investment advice: it shows where your portfolio stands against checks applied identically to every user.

Video guide

A quick walkthrough of the portfolio review tool.

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