A mutual fund tracker built for real portfolios
If your mutual funds are spread across AMCs, folios, SIPs and old transactions, a simple current-value number is not enough. PetalFolio helps you organise the history and see the portfolio as a whole.
Start tracking for free →Why use PetalFolio?
PetalFolio is designed for Indian households that want one clear view of money they already own and owe. You keep your investments and accounts where they are; PetalFolio helps you organise the information and understand the bigger picture.
Transactions matter
Record purchases, redemptions and other transactions so performance can be understood in context.
XIRR for irregular cash flows
When money enters and leaves at different dates, XIRR is a more useful measure than a simple absolute return.
Current portfolio view
See invested value, current value and gains together instead of checking multiple statements.
Across your family
Use profiles to keep each person's investments distinct while viewing household wealth.
Private by design
PetalFolio is a tracking and organisation tool; your investments remain with their existing providers.
Build gradually
Start with your most important funds and add the rest over time.
Mutual fund portfolio tracking for SIPs and lump sums
A mutual fund portfolio tracker is most useful when it keeps the transaction history, current holdings and performance together. PetalFolio can help you organise SIP instalments, additional purchases and redemptions so you can review the portfolio rather than relying on a single current-value number.
Why XIRR matters for mutual funds
Because SIPs and other mutual fund investments happen on different dates, XIRR can provide a more useful annualised return measure than a simple percentage gain. Learn how mutual fund XIRR works or use the XIRR calculator for a quick estimate.
Frequently asked questions
Can I track multiple mutual funds?
Yes. The tracker is intended to keep multiple fund holdings and their transactions together so you can review the portfolio as a whole.
Can I track SIP investments?
Yes. SIP instalments are separate cash flows, making their dates important when evaluating portfolio performance.
Start with the accounts that matter most, then build your financial picture over time. You can keep family members separate while still seeing the household as a whole.