PRODUCT
Everything Punji can do
One AI assistant, grounded in AMFI/NSE/BSE data - on the web at chat.punji.ai, or as an MCP integration inside Claude Desktop. Free.
FUND RESEARCH
- Full one-fund factsheet - category, plans, ISINs, benchmark, risk label, latest NAV/AUM, TER
- Behaviorally-similar funds, ranked by portfolio overlap
- Dividend / IDCW payout history
- Fund search and lookup by name, slug, or ISIN
RETURNS & RISK ANALYTICS
- Rolling 1/3/5/7/10-year return windows
- SIP-outcome IRR over standard horizons
- Calendar-year, financial-year, and trailing-period returns
- Point-to-point returns between any two dates
- Risk metrics - Sharpe, Sortino, alpha, beta, drawdown, tracking error, capture ratios
- Portfolio-style analytics - valuations, duration/YTM, credit mix, active share, turnover
HOLDINGS & PORTFOLIO X-RAY
- Sector-level portfolio breakdown for any fund
- Top individual stock/bond holdings
- Multi-fund portfolio overlap and top-sector exposure
- Side-by-side comparison of 2-3 funds on returns, risk, and overlap
RANKINGS & SCREENING
- Peer-relative health score (0-100, A-D grade) by SEBI category
- Category leaderboards and AMC-level rankings on any metric
- Custom category screening across TER, returns, AUM, and risk filters
- AMC and fund-manager scheme rosters
MARKET FLOW DATA
- Industry-wide monthly mutual fund flow data, by category
- A fund's category-share trajectory over time
MY PORTFOLIO (CAS-BASED, PUNJI PRO)
- Portfolio value, XIRR, and unrealised P&L from an uploaded CAS
- Asset allocation and active SIP summary
- Tax-harvest opportunity scan (LTCG/STCG)
- Benchmark gap (alpha) across your entire CAS portfolio
"My Portfolio" tools require a Consolidated Account Statement (CAS) upload and a Punji Pro subscription; everything else is free with no login required for a first look.