For Indian money, wherever you live

Don't guess. Just check.

Two statements in, one honest answer out: did your mutual funds beat simply buying the S&P 500?

Your statement

12 Jan 2018 SIP HDFC Top 1005,000
08 Jul 2019 Purchase Quant Small Cap40,000
15 Mar 2020 SIP Parag Parikh Flexi2,000
03 Apr 2021 Purchase reversal ICICI10,000
20 Nov 2022 SIP Axis Bluechip3,000
05 Sep 2023 Purchase Mirae Asset Large15,000

+ 128 more rows…

Your answer

₹‒ more

Upload yours to find out.

e take every rupee you invested, on the exact day you invested it, and ask one question: what if that rupee had become dollars that day and went into an S&P 500 index fund instead, with dividends reinvested, sold today, and brought back home as rupees? Upload your two CAMS statements below, and the answer appears, fund by fund.

I.

Get two statements

Your CAMS transaction statement and current valuation. The guide below shows exactly how to request them, free, in two minutes.

II.

Read on your device

Nothing is uploaded anywhere. Your PAN, folios, and amounts never leave this page.

III.

A fund-by-fund answer

For each fund: what it's worth, what the S&P 500 path would be worth, and the difference in rupees.

Before you start

Get your two statements from CAMS. It takes about two minutes, and they're free.

  1. 01Open the CAMS Transaction Details Statement page. No login needed.
  2. 02Fill in your details, including the email registered with your mutual funds.
  3. 03Under fund selection, choose All Mutual Funds.
  4. 04Leave the folio number blank, so every folio is included.
  5. 05Set the statement format to Excel, not Text or JSON. This tool reads Excel.
  6. 06You'll be asked to set a password. Enter one and remember it. The files CAMS emails you open with this same password.
  7. 07Both files, your transactions and your current valuation, arrive in your email within a few minutes from this one request. Download them, then upload them below.
1 · Transaction statement2 · Current valuation

Today's Market

Loading the latest values...

Honest fine print: the S&P 500 path uses our embedded monthly tables (Jun 2016 to Jun 2026), matched to your dates with roughly 1 to 2% tolerance, because the daily data file could not be loaded. We don't model currency conversion charges, TCS on foreign remittances, US tax withheld on dividends, or how India taxes the two paths differently. In real life, the S&P path's lead would be somewhat smaller than shown. This is a learning tool, not investment advice.