This is one of the excellent product. Many of us investing in MF through what we hear, through google, some friends recommendation and info from market rumors & news and so on. I feel highlight of this product is very unique in market.
some product insight :- I invested in 6 Schemes. outcome is measured as follows.
1.Performance
1 of your 6 funds have delivered lower returns compared to their category, based on average 3-year returns.
2.Portfolio Risk
Your portfolio equity allocation is more than the recommended 75 - 85% range for your timeframe.
3.Quality
None of your funds have a sell call. Good job! Your portfolio has 4 funds with a Buy call and 2 funds with a Hold call.
4. Concentration
You hold an ideal number of funds in your portfolio and the weights are well-distributed without any concentration risks. Way to go!
5.Expense Ratio
1 of your 6 funds are in regular plans.
Overall excellent product.
What's great
risk assessment (2)investment insights (4)concentration analysis (3)quality assessment (2)expense ratio analysis (1)
Report