How to check your mutual fund returns, portfolio value, and SIP performance online in Tamil. Step-by-step guide using CAMS, KFintech, MF Central, and AMC apps. Expert tips from PRinvins.
மியூச்சுவல் ஃபண்ட் Returns எப்படி கணக்கிடப்படும்?
Mutual fund returns are measured in two ways: 1. Absolute Return — total percentage gain from investment date to today. Example: Invested ₹1,00,000, current value ₹1,50,000 → 50% absolute return. 2. CAGR (Compound Annual Growth Rate) — annualised return. Example: 50% in 3 years = 14.47% CAGR. For SIP investments, XIRR is used — it accounts for different investment dates and amounts. PRinvins reviews your portfolio quarterly and explains returns in simple terms.
Method 1 — CAMS Online (camsonline.com)
CAMS services funds from: HDFC, SBI, Nippon, Axis, Kotak, DSP, and more. Step 1: Visit camsonline.com → Investor Services → Portfolio Statement. Step 2: Enter your PAN and registered email/mobile. Step 3: OTP verification. Step 4: Download your consolidated statement showing all fund holdings, current value, and returns. Free service — available 24/7.
Method 2 — KFintech (kfintech.com)
KFintech services funds from: Mirae Asset, UTI, Franklin, ICICI Prudential, Sundaram, and more. Step 1: Visit kfintech.com → Investor Services. Step 2: Enter PAN + registered email. Step 3: Download portfolio statement. Tip: If you invest in funds from both CAMS and KFintech registrars, download statements from both to see your complete portfolio.
Method 3 — MF Central (mfcentral.com)
MF Central is a single platform for ALL mutual funds — both CAMS and KFintech. Step 1: Visit mfcentral.com → Register with PAN + Aadhaar OTP. Step 2: View complete portfolio in one place. Step 3: Check fund-wise returns, SIP performance, and XIRR. You can also consolidate folios, update bank details, and submit transactions directly. Best tool for investors with multiple funds.
PRinvins Portfolio Review — Free Service
PRinvins provides free quarterly portfolio reviews for all clients. We check: fund performance vs benchmark, SIP progress towards your goal, rebalancing needs, and tax harvesting opportunities. If you are not a PRinvins client but want a portfolio review, call +91 88700 17893. We review your existing portfolio and suggest improvements — no obligation to switch.
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