Free Mutual Fund Portfolio Review
Import your CAS statement and see your whole mutual fund picture in about two minutes — free, and made for busy Indian professionals.
Start your free review →
No brokerage. No selling. Just a clear look at what you already hold.
What your review shows
- Fund overlap — spot the same underlying stocks held across several funds, so you can see where you're less diversified than you think.
- Asset & category allocation — how your money splits across equity, debt and hybrid, and across large/mid/small-cap and sectors.
- SIP vs lumpsum split — see your recurring and one-time investments side by side across every folio.
- One consolidated view — every scheme from every AMC in a single place, instead of scattered folios and emails.
How it works
- Download your CAS statement (a Consolidated Account Statement from CAMS or KFintech — one PDF of all your mutual funds).
- Import it into ZMoneyPlus — your holdings are read automatically.
- See your portfolio review instantly, and keep exploring with goals, calculators and paper-trading.
Built for the corporate crowd. If you're salaried at an MNC or tech company and have been running SIPs for years without ever seeing them in one place — this is for you. Understand your money on your own terms, at your own pace.
Common questions
Is the portfolio review really free?
Yes — importing your CAS and seeing the review (overlap, allocation, SIP/lumpsum split) is free in ZMoneyPlus.
What is a CAS statement?
A Consolidated Account Statement from CAMS or KFintech lists all your mutual fund holdings in one PDF. You upload it and ZMoneyPlus reads your holdings for you.
Does ZMoneyPlus give investment advice?
No. ZMoneyPlus is an educational simulator. The review helps you learn about and understand your holdings — it is not personalised advice.
⚠️ ZMoneyPlus is an educational personal-finance simulator, not investment advice. Mutual fund
investments are subject to market risk; past performance does not guarantee future results.
Consult a SEBI-registered adviser for personal financial decisions.