Return Comparison

Compare returns generated by a fund relative to its peers

Stock Holdings

Watch out for an equity stock, to know which schemes hold it in their portfolio

Fund Manager Details

In depth analysis of fund manager's style, risk measures and performance

SIP Calculator

Helps you to calculate and compare fund returns in SIP mode

Sector Wise Holdings

Watch out for a sector, to know which schemes invested in it

Portfolio Overlap

Find the common stocks in schemes and the extent of overlap

AMC Dashboard

Get AMC level information on overall performance, risk and AUM

Scheme Rolling Returns

Compare rolling returns of different schemes of various categories

Hybrid Portfolio Analyser

Compare asset allocation movement and returns across different time frames for hybrid schemes

Fundpicker

Choose appropriate mutual fund by filtering on category and risk/return parameters.

Compare

Compare two or more mutual funds with information like Fund Manager skills, index outperformance

FundCard

Fund Analysis like never before. Information from our proprietary attribution algorithm

Get Richer. Easily.

Exclusive Fund Selection. Awesome Investing.

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Why Invezta is the best place to manage your investments

Your money is hard earned. We help it grow, so that your future is secured.

Experts at work

Imagine a team of world class experts creating personalised portfolio for you. Invezta leverages advanced data sciences to suggest portfolios tailored to your profile.

Always Healthy

Regular healthcheck, alerts and awesome reporting keep your portfolio in the pink of health.

100% with you

Our portfolio recommendations are fully aligned with your interests.

Tax and Exit Load Efficient

While Invezta creates the best portfolios for you, it ensures that your tax outgo and cost due to churning is minimised.

Secure

Bank grade security with encryption ensures that your information is safe. Your investments are safe with AMCs and you can always go to them directly.

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Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Valuefy Solutions Pvt. Ltd. a registered distributor of mutual funds with AMFI with ARN code 171537, and a SEBI registered investment advisor with RIA code INA000000060, does not make, expresses, or implies any guarantees or assured representations, on the products offered through its web and mobile application / website. Terms and conditions as mentioned are applicable.

Invezta: 901, Coral Square, Ghodbunder Road, Thane, Maharashtra, 400615. Email: contact@invezta.com

Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not indicative of future performance.

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