Mutual Funds · Portfolio Intelligence

Know what's actually inside your mutual funds.

Portfolio overlap, risk-adjusted performance and category fit — checked across thousands of Indian mutual fund schemes before you add another one to your SIP stack.

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PORTFOLIO OVERLAP · SAMPLE
Parag Parikh Flexi Cap FIT
Low overlap with your existing 3 funds
High fit
Axis Bluechip Fund FIT
68% stock overlap with your current large-cap fund
High overlap
Quant Small Cap FIT
Fills your missing small-cap allocation
Good fit

Why overlap matters

Most SIP portfolios are less diversified than they look.

Two funds with different names can hold 60–70% of the same stocks. Capulse checks every scheme in your portfolio against every other, so you know when a "new" fund is really just a repeat.

Category fit, not just category label

A fund labelled "flexi-cap" can behave like a large-cap fund in practice. We score actual holdings against actual mandate — so your allocation is real, not just labelled.

Declared category
Flexi Cap
Actual large-cap tilt
78%
3Y risk-adjusted return
Above category
Downside capture
Moderate

Risk-adjusted performance, not just trailing returns

Raw CAGR hides risk. We score every scheme on downside capture and volatility-adjusted return, so a fund that "returned more" but lost more in every dip doesn't win by default.

Also part of the engine

Mutual Funds is one of four disciplines Capulse reads.

Equities

One confidence-scored I-Score for any NSE or BSE stock.

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F&O

Ranked options and futures trades with Greeks and payoff modeling.

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Behavioral Coach

Bias detection and discipline nudges before the mistake, not after.

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