Score every Indian mutual fund against its SEBI category benchmark, surface concentration and tax-loss opportunities, and plan exits across financial years to use your ₹1.25 L LTCG exemption efficiently. Runs entirely in your browser. No signup.
Paste a CSV, drop an Excel sheet, or upload a CAMS Consolidated Account Statement. Or type funds in manually. Auto-detects SEBI category from the scheme name.
LTCG rate, the ₹1.25 L per-PAN exemption, and whether to count a spousal exemption. Defaults reflect FY 2025-26 rules — adjust to your case.
Get HOLD / OBSERVE / TRIM / EXIT verdicts per fund, plus a phased redemption plan across FY26-27, FY27-28, FY28-29 with estimated tax per slice.
Add at least one fund on the left, or click Load demo data to see how it works.