Portfolio Optimiser
Test any fund combination and see how it has historically performed vs your current investments — for educational and analytical purposes only. Consult a SEBI-registered adviser before making any investment changes.
What is Portfolio Optimiser?
Analyse your portfolio
Reviews your saved portfolio's historical returns, risk metrics and expense ratios — all based on AMFI NAV data.
Compare fund selections
Build an alternative portfolio and see how it would have performed over the same period — side-by-side on returns, risk and cost.
Research, not advice
Use findings to identify areas to research further. This is not a recommendation to buy or sell any fund.
Important: All analysis is based on historical NAV data from AMFI India. Past performance does not guarantee future results. Valuezig is not a SEBI-registered Investment Adviser. Please consult a SEBI-registered adviser before making any investment decisions.
Quick start — tap to load a template
📊 Simple Index
Nifty 50 Index + Mid Cap
Low cost, market-tracking. Best for beginners.
⚖️ Balanced Growth
Large Cap + Flexi Cap + Debt
Mix of growth and safety. For moderate risk tolerance.
🚀 Aggressive Growth
Mid Cap + Small Cap + Flexi Cap
Higher risk, higher potential. For long-term (7+ years) investors.
💡 Templates show example portfolios — search and add actual funds below using the fund search boxes
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Model Portfolio compares against your saved My Portfolio. You must be signed in to use this feature.
Monthly SIP
Monthly SIP