Executive Advisory & Overlap Diagnostic
Instantly parse Consolidated Account Statements and compute stock-level portfolio concentration & TER expense drag.
Drag & Drop your CAS PDF file here
Supports CAMS & KFintech Consolidated Statements
Total Portfolio Valuation
Parsed from latest NAVs
Overall Overlap Risk
High portfolio concentration
Annual TER Drag
Regular vs Direct plan leakage
10-Yr Compounded Drag
Wealth lost at 12% returns
Underlying equities held simultaneously across multiple mutual fund schemes
| Stock Name | Sector | Portfolio Weight | Market Valuation | Held In Schemes |
|---|---|---|---|---|
| ICICI Bank Ltd. | Financial Services | 12.4% | ₹3,03,800 | HDFC Top 100, SBI Bluechip |
| Reliance Industries Ltd. | Energy | 9.8% | ₹2,40,100 | Parag Parikh Flexi, HDFC Top 100 |
| HDFC Bank Ltd. | Financial Services | 8.5% | ₹2,08,250 | Nippon Small Cap, SBI Bluechip |
| Infosys Ltd. | Technology | 7.2% | ₹1,76,400 | Parag Parikh Flexi, ICICI Bluechip |
Structured execution phases optimizing LTCG exemptions (₹1.25L limit) and avoiding STCG penalties.
Redeem holdings held > 365 days within ₹1.25 Lakh annual LTCG tax-free exemption limit and switch from Regular to Direct plans.
Consolidate duplicate Large Cap funds after 365 days to avoid 20% Short-Term Capital Gains (STCG) tax.
Deploy liquidated capital into asset-backed private credit AIF or high-yield corporate bonds for non-correlated returns.