Free
₹0forever

Essential fund screeners & backtesting tools — no sign-in required.

  • MF & SIF Screener (2,500+ funds on live AMFI NAVs)
  • Top 10 Portfolio Holdings disclosure per scheme
  • MF Calculator & SIP / SWP Backtester
  • Rolling Returns Consistency Analyser (1Y–10Y)
  • NSE Index Dashboard & Market Watch
  • Sector Heatmap & Market Breadth overview
  • SEBI Stress Test & Liquidity metrics (days to liquidate)
  • Industry AUM Pulse & Monthly Report Card
Most popular
Pro — Annual
₹499/yr + 18% GST

Total ₹588.82 · Proposal Studio, Overlap Analyzer, Full Holdings & CAS Tracker.

  • Everything included in Free
  • Full Portfolio Holdings Disclosure (complete 30–100+ stocks beyond Top 10)
  • Proposal Studio — multi-fund proposal builder with PDF & link sharing
  • Pairwise Fund Overlap Analyzer — detect stock duplication across funds
  • AMFI Market-Cap Allocation — official Large, Mid & Small Cap split
  • CAS Portfolio Tracker — upload CAMS & KFintech PDFs for XIRR & Goal Tracking
  • Market Breadth Pro — Nifty 500 breadth, 200 DMA indicators & market regime
  • Priority support & unlimited data tools

🔒 Secured by Razorpay · UPI, Cards, Net Banking

Best long-term value
Pro — Lifetime
₹1,999one-time + 18% GST

Total ₹2,358.82 · Pay once, Pro forever — no renewals or hidden fees, ever.

  • Everything in Pro
  • One-time payment — never renews or expires
  • Locked-in price — future price increases never apply to you
  • Permanent access to all upcoming Pro tools & disclosures

🔒 Secured by Razorpay · UPI, Cards, Net Banking

Detailed Feature Comparison

Compare what is included in the Free tier versus Abundance Pro

Platform FeatureFree TierAbundance Pro ⭐
MF & SIF ScreenerScreen 2,500+ mutual funds and SIFs with live AMFI NAVs✅ 2,500+ Funds✅ 2,500+ Funds
Top 10 Portfolio HoldingsView top 10 stocks, concentration & top sector exposure✅ Included✅ Included
Complete Portfolio HoldingsUnlock full 30–100+ stock holdings with exact weightages🔒 Top 10 Only✅ Full Holdings Disclosure
Proposal Studio & Proposal BuilderCombine funds into professional proposals with PDF/share links🔒 Gated✅ Unlimited Proposals
Pairwise Fund Overlap AnalyzerCalculate stock duplication % across portfolio funds🔒 Gated✅ Full Overlap Engine
AMFI Market-Cap BreakdownOfficial Large, Mid, Small Cap split based on AMFI list🔒 Gated✅ Exact M-Cap Split
CAS Portfolio Tracker & XIRRUpload CAMS & KFintech statements for XIRR & Goal tracking🔒 Gated✅ Unlimited Uploads
Market Breadth ProNifty 500 stocks above 200 DMA & advance-decline signals🔒 Basic Overview✅ Full Pro Dashboard
SEBI Stress Test & LiquidityDays to liquidate 25%/50% portfolio under market stress✅ Included✅ Included
SIP & SWP BacktesterBacktest strategy returns on real historical NAV data✅ Included✅ Included
Rolling Returns AnalyserEvaluate 1Y–10Y consistency vs 100+ NSE benchmarks✅ Included✅ Included

Frequently Asked Questions

What is included in Abundance Pro?

Abundance Pro unlocks complete portfolio analysis & disclosure tools: Proposal Studio (build multi-fund investment proposals with PDF/link sharing), Pairwise Fund Overlap Analyzer (detect exact stock duplication), Complete 30-100+ Stock Holdings Disclosure (view full security weightages beyond the Top 10 limit), AMFI Market-Cap Breakdown (official Large, Mid & Small cap split), CAS Portfolio Tracker (upload CAMS/KFintech statements for real XIRR & goal tracking), Market Breadth Pro (stocks above 200 DMA & regime signals), and SEBI Stress Test liquidity data.

Why are full portfolio holdings gated for free accounts?

Free accounts can view the top 10 holdings of all 2,500+ mutual funds and SIFs. Accessing full security disclosures beyond the top 10 requires active parsing and updating of monthly portfolio disclosures across 40+ AMCs. Abundance Pro covers data pipeline costs while providing financial advisors, MFDs, and serious investors with institutional-grade portfolio depth.

How does Proposal Studio & Fund Overlap work?

Proposal Studio allows you to combine multiple mutual funds and SIFs into a single unified proposal. It calculates pairwise fund overlap using the minimum-weight method — showing you exact stock duplication so you avoid paying multiple expense ratios for identical underlying holdings.

Is my CAS statement data safe and private when I upload?

Yes. CAS statement PDFs are parsed securely to calculate your portfolio XIRR, gains, and holdings. We never store or share your financial data with third parties. You can clear or delete your CAS holdings from your account at any time.

What is the difference between Annual Pro (₹499) and Lifetime Pro (₹1,999)?

Annual Pro provides 1 full year (365 days) of Pro access for ₹499 + 18% GST (Total ₹588.82). Lifetime Pro is a single one-time payment of ₹1,999 + 18% GST (Total ₹2,358.82) that never expires — giving you permanent access to all current and future Pro features with zero renewal fees.

What payment methods are accepted and is it secure?

Payments are processed securely via Razorpay, a PCI DSS-compliant payment gateway. We accept UPI (Google Pay, PhonePe, Paytm, BHIM), Credit & Debit cards, Net Banking across all Indian banks, and digital wallets. We never store your card numbers or UPI PINs.

Do I need to sign in to use the free tools?

No. Basic tools like the Mutual Fund Screener (top 10 holdings), SIP/SWP Backtester, Rolling Returns Calculator, Index Dashboard, and Live Market Watch are 100% free and accessible without sign-in.

What is your refund policy?

If you are not completely satisfied with Abundance Pro, contact us within 24 hours of purchase at support@getabundance.in or via phone/WhatsApp, and we will issue a full 100% refund.

Who operates Abundance Financial Services?

Abundance Financial Services is operated by Atin Kumar Agrawal, an AMFI Registered Mutual Fund & SIF Distributor (ARN-251838) based in Haldwani, Uttarakhand.