MUTUAL FUND JOURNAL · SIP

A SIP tracker built from your own statement

Your CAS already records every SIP instalment you have paid. The Mutual Fund Journal reads it and shows which SIPs are running, what they add up to each month and when the next instalment is due.

Open my SIP trackerFree to start · no card · files read on your device

How SIPs are found

A SIP is spotted in your statement as a run of monthly purchases of about the same amount in one fund. You do not enter anything: the list comes from the dates and amounts already in the CAS.

What the SIP card shows

  • How many SIPs are active and the total you invest every month.
  • For each fund, the instalment amount, how long it has been running and the next due date. Some of these details are part of Premium.
  • Instalments that look missed over the last 12 months.

Stopping a SIP in the journal

If you have stopped a SIP with the fund house, you can mark it cancelled in the Journal so it stops counting as running or expected. You can resume it later. This changes only your journal, not the SIP with the fund house; stop or restart the real one through your fund house or app.

Track your SIPs

  1. 01Get a detailed CASRequest one since inception so every instalment is included.Open the page ↗
  2. 02Upload itChoose the PDF in the Mutual Fund Journal. It is read in your browser.
  3. 03Open the SIP cardRunning SIPs, the monthly total and the next due dates appear in your fund facts.

Common questions

Does the tracker connect to my fund house or bank?

No. It works only from the CAS you upload, so it cannot start, change or stop a SIP.

Why is a SIP I just started missing?

A SIP shows once the statement has a few monthly instalments in a row. Upload a newer CAS after it has run a few months.

Why does it show a SIP I already stopped?

The statement only records what happened. Mark that SIP cancelled in the Journal, and upload a fresh CAS to bring it up to date.

Ready when you are. It takes about two minutes.

Open my SIP tracker

Arthtome is not a SEBI-registered Investment Adviser or Research Analyst. Data shown is based on the user's CAS and entries, AMFI's public NAV data and NSE's end-of-day prices. For informational and educational purposes only. No buy/sell recommendation. Past performance is not indicative of future returns.