Is Your Mutual FundPortfolio Underperforming?
Book a 1:1 expert portfolio review to uncover hidden fees, fund overlaps, and performance gaps that could be costing you lakhs in potential returns.
Portfolio vs Index Performance
Your portfolio is underperforming the index by 4.3% annually. This could cost you ₹24.6 lakhs over 10 years on a ₹50 lakh portfolio.
Important: Our portfolio review includes analysis of your current funds with clear "Hold" or "Sell" recommendations. Buy recommendations are NOT included in this consultation. We focus on identifying underperforming funds in your existing portfolio.
Is This For You?
You Need This Review If...
You are investing in more than 10 mutual funds
You have multiple funds in the same category (e.g., several large cap funds)
You invested in funds solely because they were rated 4 or 5 stars
You're investing in regular funds with high expense ratios instead of direct plans
You invested in previously 5-star rated funds that are now underperforming
Your portfolio is consistently underperforming the broader market indices
"By periodically investing in an index fund, the know-nothing investor can actually outperform most investment professionals. Paradoxically, when 'dumb' money acknowledges its limitations, it becomes smarter than the 'smart' money."
- Warren Buffett
Meet Your Analyst
Get Reviewed By a SEBI Registered Research Analyst
SEBI Registered Research Analyst
Gopi Krishna, founder of iNVESTT.in, is a SEBI-registered research analyst with 5+ years of experience in mutual fund advisory. After working at ICICI Direct, NJ Wealth, and Dezerv, he realized the industry lacked a reliable method to select consistently performing funds. Most advisors focused on commissions and star ratings, leading to poor investor outcomes.
Determined to fix this, he built a data-driven algorithm after 11 months of manual research on fund behavior. iNVESTT now helps investors beat the market using direct mutual funds and proven strategies
Portfolio Analysis
What You'll Discover In Your 1:1 Review
Our expert analysis will uncover critical insights about your mutual fund portfolio that most advisors won't tell you.
Performance vs Nifty 500 TRI
See how your funds stack up against the benchmark and identify which ones are consistently underperforming.
Which Funds to Sell
Get clear recommendations on which funds to exit based on our proprietary algorithm that identifies consistent underperformers.
Which Funds to Hold
Discover which funds still have the potential to outperform the index in the near future despite recent underperformance.
Portfolio Overlap Analysis
Uncover hidden overlaps where you're paying multiple expense ratios for essentially the same stocks.
What's NOT included in your review:
Buy recommendations are NOT part of this consultation. We focus exclusively on analyzing your current portfolio to identify which funds to sell and which to hold. For specific buy recommendations, you should subscribe to our personal advisory services.
Expert Insights
Critical Knowledge Most Advisors Won't Share
Why Sector Funds Are Dangerous
Discover why sector-specific funds often lead to poor long-term returns and how they increase your portfolio's risk profile unnecessarily.
How to Identify Consistently Performing Funds
Learn the key metrics beyond star ratings that truly indicate a fund's potential for consistent future performance.
The Index Fund Advantage
Understand why index funds consistently outperform 80% of actively managed funds over 10+ year periods and how they can form the foundation of your portfolio.
Direct vs Regular Mutual Funds
See the shocking difference in returns between direct and regular funds over time, and how this single change could increase your wealth by lakhs or even crores.
FAQ
Frequently Asked Questions
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.