Factsheet Engine AI · for SEBI-registered advisers
Portfolio evidence, ready for adviser review.
Explore schemes, compare overlap, inspect securities, and prepare client-ready proposals from one governed workspace.
The data underneath
- 55 AMCs tracked
- 2,500 schemes in the universe
- 1,33,181 holding rows parsed each month
- 98.9% of the AMFI NAV universe matched
FundPulse data as of 2026-08-14 · bond yields as of 2026-09-25 · AccessPulse registry read live. Page read on 2026-09-27.
Who this page is for
- You are a SEBI-registered adviser preparing client portfolios and proposals every month.
- You want to show a client exactly where two funds overlap — up to 12 schemes side by side.
- You run model portfolios and need the strategy rules and compliance checks written in plain text, not buried in a spreadsheet.
- You want government securities, state loans and treasury bills on the same screen as the funds you recommend.
- You are a retail investor looking for tips. FundPulse is a workbench for advisers, not a stock-picking service.
- You expect us to advise your clients. We build and run the platform; the advice and the client relationship stay yours.
- You need real-time intraday data. The holdings layer is monthly disclosure data; NAV and prices refresh daily.
One workbench, built on disclosures you can verify.
Nothing here is a black box. Every holding traces back to the AMC's own monthly disclosure, and every NAV to AMFI's published file.
Scheme explorer
Every scheme's current holdings as a share of NAV, NAV history, and a security-level drill-down across the security master.
Overlap matrix
Up to 12 schemes side by side with benchmark CAGR and risk context, so a client sees exactly where two funds double-count the same stocks.
Security master
Every holding resolved to an ISIN and a security, so a stock is one entity across every scheme that owns it rather than a string in a spreadsheet.
White-label proposals
Client proposals built from the same data — your brand on the cover, not ours. Model portfolios carry plain-text strategy rules with compliance scoring.
Bonds screen
Government securities, state development loans and treasury bills with yield to maturity, alongside the fund analytics.
Automation that holds
The monthly holdings fetch and the daily NAV and price refreshes run on a scheduler with retries and audit logs — the data is there when you sit down on Monday.
Holdings and NAV data are sourced from AMFI and AMC public disclosures. FundPulse is an analytics workbench over that public data — it is not investment advice, and past holdings are not a promise of future performance.
See it on your own client book.
Bring two schemes you actually recommend to the demo and we will run the overlap live — on the funds your clients hold, not on sample data.
इस पेज का हिन्दी अनुवाद अभी तैयार हो रहा है। · Hindi translation of this page is in progress.