SUM Live

SUM – Your Smart Investment & Mutual Fund Companion Investing shouldn't be complicated. SUM helps you understand, track, and grow your investments with confidence. Whether you're just starting out or already have a portfolio, SUM gives you the tools to monitor your mutual funds, analyze performance, discover insights, and make more informed financial decisions—all in one place. WHY SUM? Track Your Mutual Fund Portfolio View your mutual fund investments in one place. Get a clear picture of portfolio value, returns, gains, allocation, and overall performance. Portfolio Analytics Understand how your investments are performing with easy-to-read analytics and visualizations. Monitor growth over time and spot opportunities to improve your portfolio. Personalized Investment Insights Get meaningful insights based on your portfolio to better understand diversification, risk, asset allocation, and investment trends. Know Your Risk Profile Complete a simple risk assessment to discover your investment personality. Understand how much risk suits you and get guidance aligned with your financial comfort level. Fund Analysis Explore detailed mutual fund information, including historical performance, fund details, portfolio composition, and other key metrics. Smart Investment Discovery Search and compare mutual funds to find options that match your preferences and goals. Safe & Secure Your privacy and data security are our priority. We use secure authentication and industry-standard practices to protect your information. DESIGNED FOR EVERY INVESTOR Whether you are: • Investing for the first time • Building long-term wealth • Planning for retirement • Saving for your child's future • Looking to optimize your existing portfolio SUM makes investing simpler and more understandable. FEATURES • Mutual fund portfolio tracking • Investment performance analytics • Risk profiling • Fund research and analysis • Portfolio insights • Investment observations and recommendations • Clean and intuitive interface • Secure account access WHY CHOOSE SUM? Financial decisions become easier when you have the right information. Instead of scattered details across multiple platforms, SUM brings everything together in a simple experience designed for Indian investors. Our mission is to help you become a more informed investor by providing clarity, transparency, and actionable insights—not complicated financial jargon. Whether you invest through SIPs or lump sums, SUM helps you stay connected with your financial journey. DISCLAIMER Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future results. Insights in the app are for informational purposes only and should not be considered financial, legal, or tax advice.