Where Do You Guys Track Your Mutual Fund Investments?

[pawansharma]

Hey everyone,

I’ve been investing in mutual funds for a while now, mostly sticking to large-cap and hybrid funds. But recently, I’ve been exploring Small Cap Mutual Funds after reading about their potential for higher returns over the long term. I know they come with higher risk, but with the right allocation and consistent monitoring, they seem to offer good growth opportunities — especially for investors with a slightly aggressive risk appetite.

That brings me to my next question — how do you all manage and track your SIPs effectively? There are so many apps and platforms out there, and I feel like a lot of them either lack good customer support or don’t give clear insights into fund performance.

I’ve been testing a few options, and in my experience, the best platform for SIP should not just allow easy investing, but also offer tools like SIP calculators, fund comparison features, and proper portfolio analysis. It really makes a difference when the platform helps you understand your investments better rather than just being a transaction gateway.

Also, are there any platforms you’ve used that are particularly good for discovering new small cap mutual funds? I’m currently building a SIP in a couple of them and would love to hear if anyone has had success with specific funds or platforms. Any insights on fund managers or consistent performers would be appreciated too!

I’m also interested in knowing if any of you follow a strategy like increasing SIP amounts gradually or using market dips to make lump-sum investments in small caps. What’s worked for you?

This is not a financial advice thread — just hoping to have a good discussion with fellow investors and share some useful tools and strategies. We all know investing is a journey, and learning from others is a big part of it.

Looking forward to your suggestions and experiences — especially around how you choose your funds, track performance, and which platform you think qualifies as the best platform for SIP in 2025.

Thanks in advance!