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Analyse your funds
like a professional

Seven data-driven tools built on AMFI's actual holdings data. No estimates. No guesswork. Real answers about your real portfolio.

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Funds tracked
0
NAV data points
0
Analysis tools
−59%
GFC 2008 max drawdown
64%
Typical large-cap overlap
18.4%
5Y CAGR top flexi-cap
73%
Probability ₹1Cr in 15Y SIP
38%
Financials in avg portfolio
5 months
COVID crash recovery
−59%
GFC 2008 max drawdown
64%
Typical large-cap overlap
18.4%
5Y CAGR top flexi-cap
73%
Probability ₹1Cr in 15Y SIP
38%
Financials in avg portfolio
5 months
COVID crash recovery

Seven tools. Every answer
your portfolio needs.

Built on AMFI's monthly ISIN-level holdings disclosures and daily NAV data — not fund factsheets.

Stress Tester Live

Apply real historical sector shocks (GFC, COVID, Taper, Eurozone) to your fund's actual current sector weights. Get an estimated drawdown in rupees.

4 crisis scenarios with real sector drawdown data
Portfolio-level rollup weighted by your allocation
Rupee impact on your actual invested amount
GFC 2008 — sector impact
Financials
−58%
Metals
−68%
Energy
−50%
IT
−42%
Healthcare
−24%
Overlap Detector Live

Find exactly which stocks appear in multiple funds by ISIN. See the pairwise overlap matrix, your real effective portfolio, and which fund to remove.

ISIN-level exact matching — no fuzzy name matching
Colour-coded Jaccard heatmap across all fund pairs
Analyse up to 8 funds simultaneously
Pairwise overlap matrix
100%
64%
41%
22%
64%
100%
38%
19%
41%
38%
100%
11%
22%
19%
11%
100%
Portfolio X-Ray Live

Look through your funds to the actual stocks and sectors beneath. See your true consolidated sector allocation and top stock positions, weighted by your allocation.

Blended sector view weighted by your fund allocations
Market cap tilt: true large/mid/small cap split
Top 20 consolidated stock positions by weight
Sector breakdown — blended portfolio
Financials
44%
IT
18%
Consumer
10%
Energy
8%
Healthcare
7%
Monte Carlo SIP Live

Run 1,000 simulations on your SIP using the fund's actual historical return distribution. See the full range: bad luck, median, and best case — not just one number.

1,000 simulated SIP paths from real NAV history
P10 / P50 / P90 probability bands shown
Goal probability: % of paths that reach your target
₹52L
Median
73%
Goal prob.
₹29L
P10 (bad)
SWP Calculator Live

How long will your corpus last? Run 1,000 Monte Carlo simulations using your fund's real NAV data to find the probability your SWP survives your retirement horizon.

Survival probability across 1,000 scenarios
P10 / P50 / P90 corpus fan chart
Inflation-indexed withdrawal modelling
83%
Survival
₹1.2Cr
Median
₹18L
P10 (bad)
Fund Profile Live

Complete snapshot of any fund: NAV history, rolling returns, Sharpe, Sortino, max drawdown, top holdings, sector weights — all in one place, updated daily.

Rolling 1Y / 3Y / 5Y return distributions
Risk metrics: Sharpe, Sortino, Beta, max drawdown
Latest AMFI monthly holdings with sector map
18.4%
5Y CAGR
0.87
Sharpe
−32%
Max DD
Top holdings
HDFC Bank
8.4%
Infosys
6.1%
Reliance
5.8%
Drawdown Analyzer Live

See every major fall a fund has taken — depth, duration, and recovery time — from its full NAV history. Know how it behaves before you commit.

Full drawdown chart from inception to today
Top 5 events ranked by depth with recovery time
Fund vs benchmark comparison during each crash
Fund vs benchmark — COVID crash
— Fund-- Benchmark−38.2% max DD
Rebalancing Analyser Live

Find out whether periodic rebalancing actually improves your portfolio's risk-adjusted returns — or whether you're better off leaving it alone. Backed by your funds' full NAV history.

5 strategies: monthly, quarterly, semi-annual, annual, never
CAGR, volatility, Sharpe ratio, and max drawdown per strategy
Weight drift chart — how far allocations stray without rebalancing
Portfolio growth — 5 strategies compared
— Monthly — Quarterly — Semi-Ann — Annual -- Never

Institutional-grade analysis,
in under 30 seconds

01

Select your funds

Search any of the 1,056 mutual funds in our database by name or AMC. Set your allocation weights or use equal splits.

02

We fetch the real data

Topsheet pulls the latest AMFI monthly holdings disclosure and daily NAV history for every fund you select — no file uploads needed.

03

Get instant insights

Charts, tables, risk metrics, and plain-language insights render instantly. Share a report or export to PDF in one click.

All tools, compared

Tool What it answers Data source Funds Status
Stress Tester How much do I lose in a crash? Sector weights + historical shocks 1–8 Live
Overlap Detector Am I really diversified? ISIN-level holdings data 2–8 Live
Portfolio X-Ray What sectors am I exposed to? Sector + instrument type breakdown 1–8 Live
Monte Carlo SIP Will my SIP reach my goal? Historical NAV return distribution 1 Live
SWP Calculator Will my corpus last my retirement? Historical NAV return distribution 1 Live
Fund Profile What's inside this fund? Holdings data + NAV history 1 Live
Drawdown Analyzer How did this fund fare in crashes? Full daily NAV + benchmark 1 Live

Ready to see your portfolio clearly?

Log in to access all seven tools. No file uploads. No spreadsheets. Just answers.