How can I see what changed inside my mutual funds over the last one, two or three months?
Every fund house publishes its full portfolio at each month end. Portfolio Pulse compares those filings for the funds you hold — over one, two or three months — and shows new and exited holdings, stock-weight shifts and sector direction across your whole portfolio, each with the dates being compared.
Why the units can stay the same while the portfolio changes
Your units in a fund do not move when the manager trades. The companies underneath do. A monthly disclosure is a snapshot of those companies; comparing two snapshots is the only public way to see the change.
What Pulse compares
- Additions and exits — holdings present in the newer filing and not the older one, and the reverse.
- Weight shifts — which stocks gained or lost share of the fund.
- Quantity changes where the disclosed share counts are comparable — share counts move only when somebody trades, so they separate a decision from a price move.
- Sector direction — which sectors rose or fell across your selected portfolio.
- Coverage — which funds had both filings available, so incomplete sources are not mixed into the result.
Each fund page on this site also shows its own latest month: what the manager did between its two newest filings. Pulse does the same across every fund you hold at once.
How to read it honestly
A weight can rise because the price rose, because money flowed in, or because the manager bought. Monthly snapshots do not show every trade in between, and they do not prove skill. Pulse labels observations as observations.
Coverage right now: 54 fund houses and 2,465 disclosed portfolios, newest filing 30 September 2026.
Questions this page answers
All of these are the same question wearing different words, so they share one page rather than a thin page each.
- How can I track changes in my mutual fund portfolio holdings?
- Which stocks did my mutual fund buy or sell last month?
- How do I see a fund manager’s monthly changes?
- Is there a tool that compares mutual fund portfolios month over month?
- How can I track sector changes in my mutual funds?
- What changed in my mutual fund portfolio this month?
Also asked
Does a higher weight mean the fund manager bought more?
Not necessarily. A weight can rise from price movement or new money alone. Where disclosed share counts are comparable, the share count is what shows an actual purchase.
When are new monthly portfolios available?
Fund houses publish month-end portfolios within about ten days of month end. Pulse uses a filing once it is accepted, and keeps the actual source dates beside every comparison.
Can I compare more than three months back?
Pulse compares one, two and three-month windows where the filings exist. Longer history depends on which months are in the store for that fund house.
Why does a fund show no monthly comparison?
It needs two filings to compare. A fund that is new, or whose fund house has not yet published the latest month, shows no comparison rather than a guessed one.
Can I see changes for just one fund?
Yes. Every fund page shows what changed between its two newest filings. Pulse is for seeing the same thing across all the funds you hold at once.
Do monthly changes include debt and cash positions?
The headline view focuses on equity and fund units, because T-bills and overnight cash roll over every month without any decision. Cash and debt are summarised as totals instead.
See it for yourself
An answer you cannot check is just an opinion. These are the pages where the same thing is shown on live data.
Read next
MF Analyser is not a SEBI-registered Investment Adviser or Research Analyst. Nothing above is advice or a recommendation to buy or sell anything. Every figure is arithmetic on AMFI's published NAV and the portfolios the AMCs file. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
