Explore a fictional mutual fund portfolio: trace underlying companies and duplicate exposure, translate fees into rupees and understand how candidate comparisons work.
Fictional schemes and browser-based calculations make the method easy to explore. This sample does not analyze your actual holdings or establish suitability.
Interactive sample · fictional funds
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Ananya · 41 · Long-term wealth₹75.0 lakh portfolio
—Results reflect the demo snapshot
Highest-priority observationLarge-cap exposure is being purchased through two high-cost paths.The screen found similar lower-cost implementations. That is a reason to investigate—not an instruction to switch.
Overlap is not automatically bad. It matters when a second fund adds little distinct exposure, charges more for the same role or creates concentration you did not intend.
AInvestX does not silently loosen cost, similarity or history constraints to manufacture a recommendation.
Returns shown in this prototype are fictional point-to-point CAGR figures for interaction design only. In production, all comparisons require matching dates, category context, benchmark and risk measures. Past performance does not guarantee future results.
Explainability by design
The engine organizes evidence. The investor and expert decide what the evidence means in context.
Understand overlap with a simple worked example →
Build your understanding before exploring the sample: browse guides, worked examples and market breakdowns in the learning library →
Plan type, category, benchmark and data date are resolved before comparison.
Investor allocation is multiplied by each disclosed holding weight.
Weighted TER, rupee cost, concentration and overlap are kept separate.
Role, similarity, cost, history and risk context must all pass.
The AInvestX difference
We do not treat lower cost, higher past return or high overlap as a standalone sell signal. The portfolio still has a purpose, a tax history and a person behind it.
A higher-cost fund can stay when its role and evidence justify it.
A weak recent period does not erase a sound long-term role.
Tax, exit load and exposure change come before implementation.
Continue the conversation
Start with your goals and questions. Confirm the available review service, responsible provider, scope and any charges before engaging. Ask how to share portfolio documents securely.
AInvestX