How to Track Your Mutual Fund Investments

You might have SIPs through Groww, some lump-sum purchases through Kuvera, and direct plans bought from AMC websites. Each platform shows only its own holdings. Getting a consolidated view requires manual effort.

CAMS and KFintech are the registrars for most mutual funds. You can request a Consolidated Account Statement (CAS) from their websites using your PAN. This gives a complete picture but it's a static PDF — not a live tracker.

RupeeTracker supports importing your eCAS (electronic Consolidated Account Statement) to automatically pull in all your mutual fund holdings. One import and your entire MF portfolio is visible with live NAV tracking.

For quick tracking, just search for a scheme name, enter units and buy price. The current NAV updates automatically every day. This works well if you have a small number of funds.