Statements ⚡ Try Demo Portfolio

Upload CAMS / KFintech CAS PDF

Upload your password-protected or plain Consolidated Account Statement to extract your entire mutual fund portfolio and identify gaps.

📄
Choose CAS PDF file or drop it here
Supports official CAMS and KFintech eCAS statements
CAMS eCAS passwords are typically your PAN in uppercase or DOB (DDMMYYYY).

What This Analyzer Checks

Comprehensive audit of your mutual fund investments:

  • 💸
    Direct vs Regular Plan Leakage
    Detects high-expense Regular plans and computes the annual commission drag bleeding from your returns.
  • ⚖️
    Asset Allocation Drift
    Compares your current Equity / Debt / Liquid split against ideal target allocations.
  • 🏢
    AMC & Category Concentration
    Flags fund house over-exposure (>35%) and redundant duplicate funds in identical categories.
  • 🏛️
    Tax Efficiency (IDCW vs Growth)
    Identifies dividend plans causing unnecessary annual income tax leakage.

Uploaded Statements History

Uploaded Date Investor Name PAN Period Schemes Current Value Total Gain Actions
2026-10-18 Santhosh Reddy Mandadi ABCDE1234F 01-Apr-2025 to 31-Mar-2026 7 ₹1,592,481.89 ₹397,481.89 (33.26%) View Review