Portfolio Analytics
Built end-to-end analytics for mutual fund portfolios, transforming raw, cluttered data into clear visual insights that reveal what users are missing, reduce noise, and deliver tangible value.
your investments
43.12%
YTD
₹19,01,215.4
3M
6M
1Y
3Y
5Y
ALL
MAR 2024
Your Stacks
+8
₹ 19,20,210
Vault
+3
₹ 19,20,210
8 Funds underperforming
SIP center
Get Ultimate Power of SIP with Stack
₹15,000/m invested for 10 years
₹24.2L
12%
BENCHMARK
₹32.2L
17.2%
STACK WEALTH
aggressive portfolio with returns of 12.5%
Start an SIP
Trending categories
Best for SIP
Beat the markets with our smart portfolios powered by quant.
3y cagr upto
24.6%
Explore
Flexicap Kings
Beat the markets with our smart portfolios powered by quant.
3y cagr
24.6%
High ranking funds
Funds with NIFTY Beating Returns.
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Top Rated
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
Explore all
explore mutual funds
All Mutual Fund Categories
Best in SIP
Upto 24.6%
Index Investing
Upto 24.6%
Index Investing
24.6%
₹
₹
Fixed Income
Upto 24.6%
Best in SIP
Upto 24.6%
Best in SIP
24.6%
Explore All Funds
have questions?
Your Dedicated Wealth Team
certified
₹150 Cr
AUM
Schedule a Call
Investing can be rewarding.
Stack Wealth
13:13
stack wealth / 2023
Stack Invest makes mutual fund investing simple and goal-driven, letting users buy, sell, and track portfolios in one place with metrics like XIRR, CAGR, and risk scores — all with clarity and transparency.
Role
Senior Product Designer
Risk, Return & Market
01/02
Risk vs. Return Representation visualizes whether the level of risk taken matches the returns achieved, giving users clarity on the efficiency of their investments.
Returns
Risk
discipline
Companies
risk vs return
high return
low risk
high risk
low return
risk metrics
Standard Deviation
this fund
23.39%
vs
benchmark
37.9%
higher the better
Downside Risk
this fund
23.39%
vs
benchmark
37.9%
higher the better
Beta
this fund
23.39%
vs
benchmark
37.9%
lower the better
risk adjusted returns
6 funds have bad risk adjusted returns.
XIRR 23.39% < 37.9% BM XIRR
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
High Risk
XIRR 23.39% < 37.9% BM XIRR
UTI Nifty Next 50 Index Fund
Equity
Thematic
High Risk
XIRR 23.39% < 37.9% BM XIRR
Parag Parikh ELSS Tax Saver Fund Regular
Equity
Thematic
High Risk
View All
13:13
Portfolio Alpha shows how an investor’s performance compares to the market, helping them understand if their strategy is truly adding value.
Time in Market highlights how consistently users stay invested and how they react during volatility, such as buying or selling during market dips.
this fund
23.39%
vs
benchmark
37.9%
higher the better
1Y
3Y
5Y
7Y
16%
21%
12%
12%
24%
19.2%
23%
23%
higher the better
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
india’s demonetisation - dec 2016
withdrawn
-₹2,28,000
Analytics Breakdown
02/02
Performance insights highlight how each fund compares against its benchmark, making it easy to identify underperformers and understand whether a fund is truly adding value. This clarity helps users move beyond raw returns and focus on meaningful outcomes.
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
this fund
23.39%
vs
benchmark
37.9%
This fund is underperforming for the last 3 years than benchmark.
low risk
high return
low risk
low return
high risk
high return
high risk
low return
benchmark
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
Mid Risk
Help
You could’ve gained ₹2,43,901 if you’ve invested in Stack
your returns
₹1,78,982
vs
stack returns
₹4,03,892
How do we calculate this?
underperforming funds
8 out of 19 funds are underperforming
XIRR 23.39% < 37.9% BM XIRR
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
XIRR 23.39% < 37.9% BM XIRR
UTI Nifty Next 50 Index Fund
Equity
Thematic
XIRR 23.39% < 37.9% BM XIRR
Parag Parikh ELSS Tax Saver Fund Regular
Equity
Thematic
View All
13:13
Overlap analysis brings transparency to portfolio construction by showing how much two funds share in common. By surfacing these redundancies, users can make smarter diversification choices and ensure their investments are working efficiently.
Exit recommendations provide clear guidance on which funds may no longer align with user goals. With actionable insights and context, investors can confidently rebalance their portfolios and stay on track with their long-term strategies.
Parag Parikh ELSS Tax Saver Fund Regular
fund 2
Nippon India Large
Cap Fund - Direct Plan
52.2%
overlap
42.1%
exit these funds
₹25,000
EXIT
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
₹19,000
EXIT
UTI Large Cap Fund - Direct Plan
Equity
Thematic
Try the live app here
ABHINAV Kanukuntla
Let’s Talk
Schedule a 30 minute discovery call.
Book a call
Write to me at
abhi10698@gmail.com
Contact me
+91 86869 60849
Portfolio Analytics
Built end-to-end analytics for mutual fund portfolios, transforming raw, cluttered data into clear visual insights that reveal what users are missing, reduce noise, and deliver tangible value.
your investments
43.12%
YTD
₹19,01,215.4
3M
6M
1Y
3Y
5Y
ALL
MAR 2024
Your Stacks
+8
₹ 19,20,210
Vault
+3
₹ 19,20,210
8 Funds underperforming
SIP center
Get Ultimate Power of SIP with Stack
₹15,000/m invested for 10 years
₹24.2L
12%
BENCHMARK
₹32.2L
17.2%
STACK WEALTH
aggressive portfolio with returns of 12.5%
Start an SIP
Trending categories
Best for SIP
Beat the markets with our smart portfolios powered by quant.
3y cagr upto
24.6%
Explore
Flexicap Kings
Beat the markets with our smart portfolios powered by quant.
3y cagr
24.6%
High ranking funds
Funds with NIFTY Beating Returns.
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Top Rated
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
Explore all
explore mutual funds
All Mutual Fund Categories
Best in SIP
Upto 24.6%
Index Investing
Upto 24.6%
Index Investing
24.6%
₹
₹
Fixed Income
Upto 24.6%
Best in SIP
Upto 24.6%
Best in SIP
24.6%
Explore All Funds
have questions?
Your Dedicated Wealth Team
certified
₹150 Cr
AUM
Schedule a Call
Investing can be rewarding.
Stack Wealth
13:13
stack wealth / 2023
Stack Invest makes mutual fund investing simple and goal-driven, letting users buy, sell, and track portfolios in one place with metrics like XIRR, CAGR, and risk scores — all with clarity and transparency.
Role
Senior Product Designer
Risk, Return & Market
01/02
Risk vs. Return Representation visualizes whether the level of risk taken matches the returns achieved, giving users clarity on the efficiency of their investments.
Returns
Risk
discipline
Companies
risk vs return
high return
low risk
high risk
low return
risk metrics
Standard Deviation
this fund
23.39%
vs
benchmark
37.9%
higher the better
Downside Risk
this fund
23.39%
vs
benchmark
37.9%
higher the better
Beta
this fund
23.39%
vs
benchmark
37.9%
lower the better
risk adjusted returns
6 funds have bad risk adjusted returns.
XIRR 23.39% < 37.9% BM XIRR
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
High Risk
XIRR 23.39% < 37.9% BM XIRR
UTI Nifty Next 50 Index Fund
Equity
Thematic
High Risk
XIRR 23.39% < 37.9% BM XIRR
Parag Parikh ELSS Tax Saver Fund Regular
Equity
Thematic
High Risk
View All
13:13
Portfolio Alpha shows how an investor’s performance compares to the market, helping them understand if their strategy is truly adding value.
Time in Market highlights how consistently users stay invested and how they react during volatility, such as buying or selling during market dips.
this fund
23.39%
vs
benchmark
37.9%
higher the better
1Y
3Y
5Y
7Y
16%
21%
12%
12%
24%
19.2%
23%
23%
higher the better
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
india’s demonetisation - dec 2016
withdrawn
-₹2,28,000
Analytics Breakdown
02/02
Performance insights highlight how each fund compares against its benchmark, making it easy to identify underperformers and understand whether a fund is truly adding value. This clarity helps users move beyond raw returns and focus on meaningful outcomes.
Equity
Thematic
this fund
23.39%
vs
benchmark
37.9%
This fund is underperforming for the last 3 years than benchmark.
low risk
high return
low risk
low return
high risk
high return
high risk
low return
benchmark
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
Mid Risk
Help
You could’ve gained ₹2,43,901 if you’ve invested in Stack
your returns
₹1,78,982
vs
stack returns
₹4,03,892
How do we calculate this?
underperforming funds
8 out of 19 funds are underperforming
XIRR 23.39% < 37.9% BM XIRR
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
XIRR 23.39% < 37.9% BM XIRR
UTI Nifty Next 50 Index Fund
Equity
Thematic
XIRR 23.39% < 37.9% BM XIRR
Parag Parikh ELSS Tax Saver Fund Regular
Equity
Thematic
View All
13:13
Overlap analysis brings transparency to portfolio construction by showing how much two funds share in common. By surfacing these redundancies, users can make smarter diversification choices and ensure their investments are working efficiently.
Exit recommendations provide clear guidance on which funds may no longer align with user goals. With actionable insights and context, investors can confidently rebalance their portfolios and stay on track with their long-term strategies.
Parag Parikh ELSS Tax Saver Fund Regular
fund 2
Nippon India Large
Cap Fund - Direct Plan
52.2%
overlap
42.1%
exit these funds
₹25,000
EXIT
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
₹19,000
EXIT
UTI Large Cap Fund - Direct Plan
Equity
Thematic
Try the live app here
ABHINAV Kanukuntla
Let’s Talk
Schedule a 30 minute discovery call.
Book a call
Write to me at
abhi10698@gmail.com
Contact me
+91 86869 60849
Portfolio Analytics
Built end-to-end analytics for mutual fund portfolios, transforming raw, cluttered data into clear visual insights that reveal what users are missing, reduce noise, and deliver tangible value.
your investments
43.12%
YTD
₹19,01,215.4
3M
6M
1Y
3Y
5Y
ALL
MAR 2024
Your Stacks
+8
₹ 19,20,210
Vault
+3
₹ 19,20,210
8 Funds underperforming
SIP center
Get Ultimate Power of SIP with Stack
₹15,000/m invested for 10 years
₹24.2L
12%
BENCHMARK
₹32.2L
17.2%
STACK WEALTH
aggressive portfolio with returns of 12.5%
Start an SIP
Trending categories
Best for SIP
Beat the markets with our smart portfolios powered by quant.
3y cagr upto
24.6%
Explore
Flexicap Kings
Beat the markets with our smart portfolios powered by quant.
3y cagr
24.6%
High ranking funds
Funds with NIFTY Beating Returns.
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Top Rated
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
48.24 (3Y CAGR)
UTI Nifty Next 50 Index Fund
Equity
Thematic
Explore all
explore mutual funds
All Mutual Fund Categories
Best in SIP
Upto 24.6%
Index Investing
Upto 24.6%
Index Investing
24.6%
₹
₹
Fixed Income
Upto 24.6%
Best in SIP
Upto 24.6%
Best in SIP
24.6%
Explore All Funds
have questions?
Your Dedicated Wealth Team
certified
₹150 Cr
AUM
Schedule a Call
Investing can be rewarding.
Stack Wealth
13:13
stack wealth / 2023
Stack Invest makes mutual fund investing simple and goal-driven, letting users buy, sell, and track portfolios in one place with metrics like XIRR, CAGR, and risk scores — all with clarity and transparency.
Role
Senior Product Designer
Risk, Return & Market
01/02
Risk vs. Return Representation visualizes whether the level of risk taken matches the returns achieved, giving users clarity on the efficiency of their investments.
Returns
Risk
discipline
Companies
risk vs return
high return
low risk
high risk
low return
risk metrics
Standard Deviation
this fund
23.39%
vs
benchmark
37.9%
higher the better
Downside Risk
this fund
23.39%
vs
benchmark
37.9%
higher the better
Beta
this fund
23.39%
vs
benchmark
37.9%
lower the better
risk adjusted returns
6 funds have bad risk adjusted returns.
XIRR 23.39% < 37.9% BM XIRR
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
High Risk
XIRR 23.39% < 37.9% BM XIRR
UTI Nifty Next 50 Index Fund
Equity
Thematic
High Risk
XIRR 23.39% < 37.9% BM XIRR
Parag Parikh ELSS Tax Saver Fund Regular
Equity
Thematic
High Risk
View All
13:13
Portfolio Alpha shows how an investor’s performance compares to the market, helping them understand if their strategy is truly adding value.
Time in Market highlights how consistently users stay invested and how they react during volatility, such as buying or selling during market dips.
this fund
23.39%
vs
benchmark
37.9%
higher the better
returns
1Y
3Y
5Y
7Y
this fund
16%
21%
12%
12%
benchmark
24%
19.2%
23%
23%
higher the better
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
india’s demonetisation - dec 2016
withdrawn
-₹2,28,000
Analytics Breakdown
02/02
Performance insights highlight how each fund compares against its benchmark, making it easy to identify underperformers and understand whether a fund is truly adding value. This clarity helps users move beyond raw returns and focus on meaningful outcomes.
Equity
Thematic
this fund
23.39%
vs
benchmark
37.9%
This fund is underperforming for the last 3 years than benchmark.
low risk
high return
low risk
low return
high risk
high return
high risk
low return
benchmark
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
Mid Risk
Help
You could’ve gained ₹2,43,901 if you’ve invested in Stack
your returns
₹1,78,982
vs
stack returns
₹4,03,892
How do we calculate this?
underperforming funds
8 out of 19 funds are underperforming
XIRR 23.39% < 37.9% BM XIRR
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
XIRR 23.39% < 37.9% BM XIRR
UTI Nifty Next 50 Index Fund
Equity
Thematic
XIRR 23.39% < 37.9% BM XIRR
Parag Parikh ELSS Tax Saver Fund Regular
Equity
Thematic
View All
13:13
Overlap analysis brings transparency to portfolio construction by showing how much two funds share in common. By surfacing these redundancies, users can make smarter diversification choices and ensure their investments are working efficiently.
Exit recommendations provide clear guidance on which funds may no longer align with user goals. With actionable insights and context, investors can confidently rebalance their portfolios and stay on track with their long-term strategies.
fund 1
Parag Parikh ELSS Tax Saver Fund Regular
fund 2
Nippon India Large
Cap Fund - Direct Plan
52.2%
overlap
42.1%
exit these funds
₹25,000
EXIT
Nippon India Large Cap Fund - Direct Plan
Equity
Thematic
₹19,000
EXIT
UTI Large Cap Fund - Direct Plan
Equity
Thematic
Try the live app here
ABHINAV Kanukuntla
Let’s Talk
Schedule a 30 minute discovery call.
Book a call
Write to me at
abhi10698@gmail.com
Contact me
+91 86869 60849