Plan and check a portfolio

Before you lock this in

FinChaya does not buy anything. Locking a portfolio here records what you decided; it does not place an order, start a SIP, or move any money.

• You execute it yourself — through your usual platform, your AMC, or your distributor. Nothing happens until you do.
• Then FinChaya follows it. Each time you open the portfolio it values what you have put in from NAV history, and shows how far the mix has drifted from the plan and how the funds are doing against their benchmarks and peers.
• Nothing reaches out to you yet. There are no emails or notifications — you have to come and look. Worth knowing before you rely on it.

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Before you see this list

You are about to see funds that have returned at least what your plan needs, over one past window.

• This is history, not a forecast. Nothing here says these funds will return that again. Many will not.
• It is not a recommendation. No fund on the list is being suggested to you; the order is simply the past return, highest first.
• The biggest past returns cluster in the riskiest funds. A list sorted this way fills up with small cap and thematic funds, which fall hardest too.
• Clearing the bar is not the same as being good. A fund can return 16% while its own index returned 19%. The list shows that.
• Funds too new for the window appear separately. A fund launched two years ago has no three-year record — that is not a bad record, so it is shown with its age and its return since launch, below the ranked list and never inside it.

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