Fetch all your mutual funds across brokers, banks, and apps in one click. Instantly see fund ratings (Healthy, Stable, Needs Care, Critical) and track your portfolio vs NIFTY & other indices. Get broker-wise insights, tax analysis, and daily updates.
After countless conversations with investors, no matter the city, age, or income bracket, we kept noticing the same pain points:
❌ Portfolio anxiety – “Are my funds even the right ones?”
❌ No clarity – “Am I beating or lagging behind the index?”
❌ Zero Control – Multiple Funds with multiple Apps/Brokers.
Manually reviewing portfolios solved problems, but only one investor at a time. That’s when we realized— if every portfolio suffer from the same issues, why not use technology to help millions at once?
💡 That was our EUREKA moment.
Today, We’re beyond excited to launch Zactor Tech’s Mutual Fund Portfolio Health Check 🚀 — built for mutual fund investors who want clarity, control, and confidence.
With just one click, you can:
✅ Fetch all your mutual funds across brokers, banks & apps.
✅ Get clear fund ratings: Healthy, Stable, Needs Care, or Critical.
✅ Compare your portfolio vs NIFTY 50, 100, Midcap 150, Smallcap 250.
✅ See a broker-wise breakdown of your holdings.
✅ View your Investment & Withdrawal History.
✅ Spot risks with fund overlap, sector allocation & market-cap analysis.
✅ Plan exits smarter with tax insights (STCG vs LTCG vs Slab rate).
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