Topsheet shows you exactly what's inside your mutual funds — real AMFI holdings, sector exposure, overlap detection, and stress testing. No CAS upload, no guesswork.
Most tools show you returns. Topsheet shows you what's inside — so you can make decisions based on real holdings, not fund labels.
Every analysis uses actual AMFI monthly portfolio disclosures — ISIN-level equity positions, weights, and sector classifications. No proxies, no estimates.
Apply historical Indian market shocks — GFC 2008, Covid 2020, Taper 2013, Euro Crisis 2011 — to your portfolio using real sector weights, not category guesses.
Find hidden stock duplication across funds with Jaccard similarity matrices, effective portfolio weights, and actionable recommendations to reduce redundancy.
See your combined sector breakdown, instrument-type allocation, and top 15 holdings per fund — both individually and blended by your allocation weights.
Select up to 8 funds simultaneously, assign custom allocation weights, and compare them side by side across all analytical dimensions in one view.
Auto-generated text insights for every analysis: dominant sectors, concentration risk, diversification score, and which fund to consider removing or adding.
Each tool is purpose-built around a specific decision an investor or advisor needs to make.
Simulate your portfolio through four historical Indian market crises using real sector weights. Instantly see estimated drawdown per fund and for the combined portfolio.
LiveCalculate ISIN-level duplication across up to 8 funds simultaneously. Get a pairwise Jaccard matrix, a ranked list of repeated stocks, and a recommendation on which fund adds the most unique exposure.
LiveDecompose your blended portfolio into sector buckets, equity/debt/other type allocation, and per-fund top holdings — weighted by your actual allocation percentages.
LiveRun 1,000 simulated SIP paths to estimate goal probability, median outcome, and volatility ranges over your investment horizon. Requires historical NAV data.
Coming soonAccess is restricted to registered users. Sign in with your credentials to enter the platform.
Search or quick-add up to 8 Kotak mutual funds. Set your allocation weights — they auto-rebalance proportionally.
Choose Stress Tester, Overlap Detector, or Portfolio X-Ray. All analysis happens in real time from live DB data — no file uploads.