Behavior Lens

See what your actual cashflows would have become in another fund.

This page is built to answer a deeper question than simple return comparison: if the same money, on the same dates, had gone into another scheme, how would the portfolio feel today, at all-time high, at all-time low, and on the day your full allocation had finally gone in?

Select source holding

Choose the fund from your portfolio whose real transactions should be replayed.

Select alternate fund

Choose the fund that should receive the same historical cashflows.

We will use same-day NAV when available, otherwise the nearest earlier NAV.
Select both schemes to start the scenario analysis.

Actual Holding Snapshot

Select a portfolio holding.
Invested
--
Capital actually deployed in the selected holding.
Current Value
--
What the real holding is worth today.
Current Return
--
Real P&L and percentage on the actual holding.
Units Held
--
Units currently accumulated in the actual holding.

Alternate Fund Outcome

Select a comparison fund.
Same Invested
--
The exact same capital as the source holding.
Current Value
--
Alternate fund value using its latest NAV.
Current Return
--
Alternate P&L and percentage today.
Units Built
--
Units that the same cashflows would have built in the alternate fund.

Side-by-Side Comparison

Actual holding on the left, alternate fund on the right.
Metric Actual Holding Alternate Fund
Waiting for selection Select a source holding first. Select a comparison fund and run the analysis.

Transaction Replay Table

Same transaction dates and amounts replayed across both funds.
Investment Date Amount Actual Holding Alternate Fund
Buy NAV Value on Date Value Now NAV Used Value on Date Value Now Gap vs Actual Now
Select a source holding and a comparison fund to load the table.