What does the Mutual Funds module show, and how does it help Authorised Persons track MF business performance?

What does the Mutual Funds module show, and how does it help Authorised Persons track MF business performance? 

The Mutual Funds module brings together everything an Authorised Person needs to monitor their MF business in one screen: 

  • Mutual Fund Revenue — a year-wise chart (e.g., 2026-27) splitting SIPs into Cancelled SIPs, Failed SIPs, New SIPs, and Active SIPs, with both count and percentage share for each, making it easy to spot where SIP growth or drop-off is happening. 

  • Total MF AUM — a visual breakdown of Assets Under Management across Equity, Debt, Hybrid, and Others, along with a Demat vs. Physical holding split, offering a quick snapshot of portfolio across the client base. 

  • Scheme Wise & Client Wise Breakdown — a searchable table that can be toggled between scheme-level and client-level views, with the option to download the data, so APs can dig deeper into performance by fund or by client. 

See it in action: Watch a quick walkthrough of this feature below. 

Get a 360° View of Your MF Business 

Track SIP trends and AUM composition, then drill down scheme or client-wise from one dashboard. 

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