Know your funds, invest smarter.

Topsheet was built to answer a simple question: if you own three mutual funds, do you actually own three different things? Most of the time, you don't — and we built the tools to prove it.

Transparency in a market built on complexity

The Indian mutual fund industry manages over ₹60 lakh crore in assets. Millions of investors hold multiple funds, often without realising how much they overlap. A Large Cap fund and a Flexicap fund from the same AMC can hold 70% of the same stocks.

Topsheet was founded to close this information gap. We parse AMFI's monthly portfolio disclosures, structure them into a clean database, and build analytical tools that turn raw holdings data into decisions — without asking you to upload a CAS statement or link a broker account.

Our goal is simple: give every investor and advisor the same quality of portfolio intelligence that was previously only available to institutions.

The problem: Investors hold 4–6 funds believing they're diversified, when in reality 65–75% of their equity is in the same 20 stocks.
The problem: Most analytics tools work from fund factsheets or category labels — not actual ISIN-level positions.
Our solution: Direct AMFI data ingestion, ISIN-level overlap detection, and sector-weight-based stress testing — updated every month.
Our solution: No CAS upload, no broker linking. Just log in, select funds, and analyse. The data is already there.

What we stand for

Radical transparency

We show you the actual data — real ISINs, real weights, real sector classifications from AMFI disclosures. We never substitute estimates for facts.

Data integrity first

Every analysis is traceable to source data. We do not smooth, interpolate, or fill gaps with guesses. If data is missing, we say so — we don't hide it.

Built for practitioners

Every tool is designed around decisions advisors and investors actually face: "Am I over-diversified?", "How would my portfolio behave in a crash?", "Which fund is redundant?"

Honest about limitations

Our stress-test numbers are estimates based on sector weights and historical shocks — not predictions. Our Monte Carlo tool says "Coming Soon" until we have real NAV history to back it. We do not pretend otherwise.

Always improving

The platform is actively developed. Historical NAV data, Monte Carlo simulations, multi-AMC coverage, and advisor dashboards are all on the roadmap.

No noise, just signal

We do not send marketing emails, push notifications, or "investment tips." Topsheet is a tool, not a content platform. Use it when you need it.

What's inside Topsheet

116+
Kotak schemes tracked
4
Analytical tools live
Monthly
AMFI data refresh
0
Files you need to upload

Who built this

Topsheet is built by a small team with backgrounds in asset management, data engineering, and product design. We are long-term investors ourselves — which is exactly why we built this.

KS
Kushagra S.
Founder & Product
Former financial analyst. Built Topsheet to solve the overlap problem he kept running into with client portfolios. Believes every investor deserves institutional-grade analytics.
DA
Data & Infrastructure
Engineering
Handles AMFI data ingestion, PostgreSQL schema design, and API infrastructure. Responsible for keeping holdings data fresh and the platform fast.
AM
Analytics & Research
Quant & Research
Owns the stress-test models, sector shock calibration, and overlap methodology. Working on the Monte Carlo simulator and historical NAV pipeline.

See the data behind your funds

No uploads. No broker linking. Just log in and analyse.