powermf

Analyse

PowerMF provides for comprehensive analysis of Mutual Fund Schemes, Scheme Categories & Sub-Categories, Indices & Benchmarks and more importantly Your Own Portfolio Schemes: Access most comprehensive information about a mutual fund scheme just by clicking the scheme name across the site

Scheme performance details include

• Returns - As on date for various periods : 1 week, 1Month,1Year,3Years,5Years, Inception etc.
• Comparative Returns – benchmark, best scheme in the category, worst scheme in the category
• Scheme Portfolio – Stock level, Sector Level, Index group level for equities and security level, category level and rating wise for debt portfolio
• Scheme AUM, 52 Week trend, 52 Week High, 52 Week Low, Current NAV etc.
• SIP Tracker – which tracks the performance of a scheme on its SIP performance.

Scheme Category / Sub Category Returns:

• You can also track performance of various categories and sub categories
• While by default one year returns is taken as the benchmark for sorting, you have the flexibility to sort on various returns period be it 1 month or 5 years.

Indices & Benchmark Return

• As the mutual fund schemes have benchmark indices, the returns of which they want to track or out-perform, it is imperative that you get to know how various indices have performed over a period
  Access the index returns on PowerMF
• Tracks performance of over 50 indices, both of Indian markets as well as international markets

Your Own Portfolio

You can also analyse your portfolio on various parameters:



• Portfolio Report giving current value of your investments including (unrealized) profit / loss as of date
• Track your transactions through account statement and transaction report
• Get the information about dividends received through the dividend report
• For a given period, get to know the long term and short terms gains realized and un realized on your portfolio
• Track the CAGR returns on each of your transactions
• Understand your actual asset allocation across asset classes
• See your actual exposure to underlying stock and sectors in your portfolio
• See the asset allocation of your investment by each fund house and fund manager