Talk to your
mutual funds.
NiveshLens is an AI research desk for Indian mutual funds. Ask anything in plain English — it reads 20 years of NAV history, rates every scheme daily, and shows the real stocks inside your portfolio.
Across your 8 funds, your top real holding is HDFC Bank at 6.9% — held by 5 of them.
Your true large-cap exposure is 71%, not the 58% your fund labels suggest.
One research desk, many lenses.
Talk to your mutual funds
NiveshLens Chat plugs into the same fund data, NAV history and portfolio diagnostics as the rest of the app. Ask in plain English — get back a cited, source-linked answer in seconds.
- Cited, source-linked answers
- Tax, SIP math, fund switches, goal planning
- Streams in under a second
Motilal leads on 3y rolling alpha (+4.2%) but its expense ratio is 0.62% higher.
Holding overlap is 31% — switching locks in gains for limited diversification benefit.
| Ticker | Name | % port | 90d | Δ |
|---|---|---|---|---|
| RELIANCE | Reliance Industries | 8.4% | +12.3% | |
| HDFCBANK | HDFC Bank | 6.9% | +4.1% | |
| INFY | Infosys | 5.2% | -2.7% | |
| ICICIBANK | ICICI Bank | 4.8% | +9.6% | |
| TCS | Tata Consultancy | 4.3% | +6.8% |
See what you
really own.
Upload your CAS (Consolidated Account Statement) once. NiveshLens decomposes every mutual fund into its underlying stocks and shows you the concentrated bets you never knew you were making.
- Stock-level overlap across funds
- Sector & cap concentration
- Family-aggregated exposure
Numbers, not narratives.
Independent. Evidence-based. Yours.
We don't sell funds and earn ₹0 in distributor commissions, so our ratings have nothing to push.
NAVs from AMFI, indices from NSE & BSE, rates from RBI — refreshed daily, never hand-edited.
Every calculator runs in your browser. No numbers you enter are sent to our servers.
“The look-through finally showed me I was over-exposed to the same five stocks across four funds.”
“I used the SIP vs FD comparison to settle a family argument in about thirty seconds.”
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Stop guessing.
Start researching.
NiveshLens is built for investors who care about evidence. Try the entire research desk free — no card, no broker integrations, no commissions.