How To Analyse Mutual Funds Portfolio With Tickertape?
As an investor, you know how important it is to keep an eye on your investment portfolio. Be it stocks or mutual funds, you need to keep monitoring them to achieve long-term success. Understanding the significance, we’ve renewed our Portfolio. Let’s take a look at how our renewed Portfolio looks and feels! This will help you to keep yourself updated with your Mutual Fund Holdings and their performance records at a glance!
Mutual Funds Portfolio on Tickertape
Previously, on Tickertape, mutual fund investors could just filter the best funds using over 50 filters using the Tickertape Mutual Fund Screener and visit individual fund pages. But with our new Mutual Funds Portfolio, you can monitor your mutual fund holdings and gain deeper insights into the same.
Features of Tickertape’s Mutual Funds Portfolio
- Secured
Great news! At Tickertape, we offer authentication-based fetching to help you seamlessly and securely connect your mutual funds holdings. With your Mobile Phone OTP-based authentication, you can be assured that the process is quick and trustworthy. All you need to do is ensure that your PAN card is linked to your mobile number, and you’re good to go!
- Fetches your mutual funds holdings
Once OTP is entered, we fetch your mutual fund holdings, and you can see them immediately on your portfolio screen. Right from a quick view of your mutual fund holdings to understanding the weightage of each holding, you have everything here. This is what it looks like…
- Top gainers and losers
At Tickertape, we understand that you’re busy and may not have the time to monitor your mutual funds regularly. That’s why we’ve got your back! With our Mutual Funds Portfolio feature, you can easily keep track of your mutual fund holdings without hassle.
Our platform offers a comprehensive overview of your top 3 performers and bottom 3 performers, which you can view through key parameters such as P&L and XIRR. This way, you can quickly assess how your mutual funds are performing at a glance.
So, sit back, relax, and let us take care of the hard work for you. With Tickertape, you can rest assured that your mutual funds are in good hands.
- Detailed overview of your holdings
It is always good to get a deeper insight into anything, especially if it involves money. On the new Mutual Funds Portfolio, you can find a detailed overview of your holdings. We’ve made it simple for you to filter your holdings based on various types, such as Category, Sub-Category, AUM, and AMC.
So, whether you’re a seasoned investor or just starting out, our Mutual Funds Portfolio provides you with the clarity you need to make informed decisions about your money. Try it out today and see how it can benefit you!
- Download the data
You can also export your mutual fund holdings into a CSV file and take it offline for further analysis if needed
Overall, the new Portfolio on Tickertape is a one-stop solution for all your investment needs. This multi-asset Portfolio can help you quickly track your stocks and mutual funds performance in one place. Note that the list of benefits doesn’t end here! We have more interesting updates coming your way to make your investment journey as simple as possible.
Meanwhile, update the Tickertape app and explore the all-new Mutual Funds Portfolio now!
