Release Notes

January-February, 2026

Add to Cart - The Cart feature lets you add multiple mutual funds—SIP or Lumpsum—and complete them together in one seamless transaction.

Smart Basket - Invest in curated mutual fund baskets matched to your risk profile—customize, review, and invest via SIP or Lumpsum in minutes.
Start SIP - Understand projected SIP growth and start your investment with ease

Fund Category Breakup- See exactly how your funds are split across key categories—Large Cap to Debt and everything in between—to instantly assess your portfolio’s balance.
Fund House Allocation - Get a quick view of how your money is distributed across fund house to check your diversification easily.
Net Cash Flow trends - This section shows your net cash movement in mutual funds for each financial year.
Genie Star Insights - A crisp breakdown of your fund performance—spot top performers and weak links instantly.
Goal - Plan your goals and see how your investments are progressing.
XIRR - The XIRR reflects your annualised return, accounting for investment timing.

SWP Calculator - The SWP (Systematic Withdrawal Plan) Calculator helps you estimate how long your investment may last when you withdraw a fixed amount regularly.
Retirement Calculator - The Retirement Calculator helps you estimate the monthly SIP required to build a retirement corpus needed to meet your post-retirement expenses.
Step-Up SIP Calculator- It helps you understand how gradually increasing your SIP may impact long-term wealth creation.
Cost of Delay - The Cost of Delay Calculator helps you understand the financial impact of delaying your SIP investments.
SIP Goal Calculator - The SIP Goal Calculator helps you estimate the monthly SIP required to achieve a specific financial goal within a defined time period.
Inflation Calculator - The Inflation Calculator helps you estimate how the cost of an expense may increase over time due to inflation

Last updated 1 month ago