Mutual Fund Feature Suggestions

Mutual Fund Investing
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Hi @DhanHQ team! Loving the Mutual Fund feature ,

I recently started using Dhan for mutual funds, and I find it a little difficult to track some details.

:one_thirty: NAV date in order details: When I place a mutual fund order, please show the exact NAV date on which the units were allotted/received .

:bar_chart: Holding bifurcation: Please provide a clear breakdown of my mutual fund holdings into Large Cap, Mid Cap and Small Cap, preferably both at the individual fund level and for the overall portfolio.

:spiral_calendar: Extended Horizons: 10Y Return columns + Rolling Returns.

:bar_chart: Return Metrics: CAGR, Portfolio XIRR, & Benchmark comparisons.

:shield: Risk & Volatility: Alpha, Beta, Sharpe Ratios.

Bringing these ratios directly onto Dhan would eliminate the need to switch to external research sites.

These features would make it much easier to track my mutual fund investments and understand my portfolio allocation.

Thank you. :raising_hands: :rocket:

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Hi @suv8787
Thanks for sharing such detailed feedback :raising_hands:

A few of these features are already available on Dhan:

  • NAV details: Once units are allotted, you can view the applicable NAV date under Portfolio → Select Scheme → Orders. The same is also available under the All Orders tab after allotment.
  • Portfolio XIRR: Your portfolio-level XIRR is available under Portfolio → Insights.
  • Benchmark comparison: Our Alpha view lets you compare a fund’s performance against its respective benchmark across 1Y, 3Y and 5Y periods.

Your suggestions around Large/Mid/Small Cap allocation, longer-term & rolling returns, and additional risk metrics such as Beta and Sharpe Ratio are already part of our roadmap and will be available in upcoming updates.

Thanks again for taking the time to share your feedback with us!

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Sir,

i want to say when i order it don’t show what expected date NAV Allotted in order details section ( my previous broker - zerodha specified in order section)

By the way i love your platform features mainly new app , tv dhan and Scan x , mainly need improvement in mutual fund section and speed opening app

Thanks for responding​:sports_medal:

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Hey @suv8787 ,

Thanks for suggestion. we have your feedback on this.