
This scheme is
Not Rated
This scheme is
Not RatedWhy It’s
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Complete your KYC and get MOJO SCORE!
Complete your KYC and get MOJO SCORE!
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category
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No Funds available
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Return Evaluation

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Fund
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Peer Average
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Return v/s Benchmark
Return v/s Peer

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The required data history is not available for this analysis
Absolute Return v/s Benchmark
Absolute Return v/s Peer

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The required data history is not available for this analysis
Time Period- Fund, Benchmark

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Fund | Benchmark | |
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- Risk Adjusted Returns analyse if a portfolio is justifying its risk by delivering adequate returns
- Analysis is based on the risk and return matrix of the portfolio against your composite index since you created your portfolio
- If a highly volatile portfolio is delivering low risk adjusted returns, investors may look to alter the portfolio construct
- Click on Full details to see 1-year risk adjusted return of your portfolio stocks
- Risk is measured using volatility of the daily returns of the portfolio and returns are basis absolute return during the period
Consistency
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- The graph plots the stock price and Financial trend grade of the stock over last few years
- The left axis is for financial trend grade and the right axis is for stock price
Consistency

Half Year Ending | Fund Return | {{benchmarkpeerheader}} | Performance |
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{{value.period}} | {{value.fund | number :2}}% | {{value.benchmark != undefined ? (value.benchmark | number :2) + '%' : (value.peer| number :2) + '%'}} | {{ value.performance }} |
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Calendar Year Returns
The required data history is not available for this analysis
- The card gives the returns given by your portfolio and other indices including your customized Composite Benchmark Index over different calendar years when your portfolio was active.
- Portfolio returns consider not just returns made yon our current investments but also on your past investments as well as the dividends received.
- The returns do not include the tax impact on securities sold or the notional tax that you may pay if you liquidate your holdings today
- Click on tabs of different years to see comparative graphs
- Click on Compare Returns to see returns of different broad market indices during the past calendar years
Compare Price
Fund Return

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Fund {{comparison.return.fund | number : 2}} ({{comparison.return.frtn | number : 2}}%)
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{{return_evaluation.index_name}} {{comparison.return.benchmark}} ({{comparison.return.brtn | number : 2}}%)
Compare Return with peers

Scheme | 3 Month | 1 Year | 3 Years | 5 Years |
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Risk Evaluation
Risk Summary
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Risk Adjusted Returns

Return (3Y) | Risk
Adjusted |
Volatility | |
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Fund | {{riskAdjusted.fund.return != undefined ? (riskAdjusted.fund.return | INR:2) + '%' : '-' }} | {{riskAdjusted.fund.riskadjreturn != undefined ? (riskAdjusted.fund.riskadjreturn | INR:2) : '-' }} | {{riskAdjusted.fund.volatility != undefined ? (riskAdjusted.fund.volatility | INR:2) + '%' : '-' }} |
Benchmark | {{riskAdjusted.benchmark.return != undefined ? (riskAdjusted.benchmark.return | INR:2) + '%' : '-' }} | {{riskAdjusted.benchmark.riskadjreturn != undefined ? (riskAdjusted.benchmark.riskadjreturn | INR:2) : '-' }} | {{riskAdjusted.benchmark.volatility != undefined ? (riskAdjusted.benchmark.volatility | INR:2) : '-' }} |
Peer | {{riskAdjusted.peer.return != undefined ? (riskAdjusted.peer.return | INR:2) + '%' : '-'}} | {{riskAdjusted.peer.riskadjreturn != undefined ? (riskAdjusted.peer.riskadjreturn | INR:2) : '-'}} | {{riskAdjusted.peer.volatility != undefined ? (riskAdjusted.peer.volatility | INR:2) + '%' : '-' }} |
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- Risk Adjusted Returns analyse if a portfolio is justifying its risk by delivering adequate returns
- Analysis is based on the risk and return matrix of the portfolio against your composite index since you created your portfolio
- If a highly volatile portfolio is delivering low risk adjusted returns, investors may look to alter the portfolio construct
- Click on Full details to see 1-year risk adjusted return of your portfolio stocks
- Risk is measured using volatility of the daily returns of the portfolio and returns are basis absolute return during the period
Liquidity Summary
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- The card displays the proportion of portfolio and the stocks which may have liquidity issues
- Liquidity issues are assessed basis the quantity held by you and the trading pattern of the stock
- Combined (BSE + NSE) Volumes and Delivery volumes considered for analysis
Up Down Capture
Up and Up
Down and Down
Concentration Analysis

- Number of Stocks : {{ligconcentration.concentration.stocks_cnt}}
- Number of Stocks (above 1%) : {{ligconcentration.concentration.stockabv1per}}
- Number of Sector : {{ligconcentration.concentration.sect_cnt}}
- Number of Stocks (above 3%) : {{ligconcentration.concentration.stockabn3per}}
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Allocation top 5 :
- Holdings :{{ligconcentration.concentration.topholdper | INR}}%
- Highest holdings :{{ligconcentration.concentration.highstockhold.name}}({{ligconcentration.concentration.highstockhold.holdper | INR}}%)
- Highest Sector :{{ligconcentration.concentration.highsecthold.name}}({{ligconcentration.concentration.highsecthold.holdper | INR}}%)
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Portfolio
Holdings

Instrument | Asset | Weight |
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- The card mentions the stocks currently in your portfolio that have gained for you
- This is unrealized gain/loss i.e. money that will be made if the stocks are liquidated at the current prices. This is notional gain and there is no guarantee that when you go to sell in the market, the shares can be sold at the exact same prices to make the same gain.
- It is ordered by percentage gain, highest to lowest
- Click on Full Details to see all stocks in portfolio that gained for you
Fund Activity

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Stock | Change in weight |
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- This card evaluates how well your investments are spread out across different sectors
- High exposures to single sector exposes your portfolio to sudden macro events related to the sector
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- This card evaluates how well your investments are spread out across different sectors
- High exposures to single sector exposes your portfolio to sudden macro events related to the sector
Rating Mix
- This card evaluates how well your investments are spread out across different sectors
- High exposures to single sector exposes your portfolio to sudden macro events related to the sector
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- This card evaluates how well your investments are spread out across different sectors
- High exposures to single sector exposes your portfolio to sudden macro events related to the sector
Portfolio Divergence vs Benchmark (Sectors)

Sectors | |
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Overweight | Underweight |
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Portfolio Divergence vs Benchmark(Stocks)

Stocks | |
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Overweight | Underweight |
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Big Bets

Stock Picks | |
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Non Index Bets | Index Omissions |
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Big Bets

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Sector | Invested | Not Invested |
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Within Sectors the Fund Manager has preferences for

Tracking Error
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Fund
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Peer Average
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Fund Details

Not Enough Data
- Our basic assumption is that High Quality translates into a Strong and consistent Long term financial performance of the company.
- Our methodology uses multiple long-term data points across Business Quality and Management Quality
- Factors like Management Risk,Growth and Capital Structure
- We have also looked at various Hygiene factors to flag off Management Risk.
- While We have looked at Relative measure across all the listed companies but the measure is pretty stable.
- We have seen a high correlation between a company’s Quality and its long term stock price performance.
Fund Details

- Plan : Regular
- Category : Hybrid - Dynamic Asset Allocation
- Option : Growth
- Benchmark : {{getfundDetails.benchmark}}
- Entry : {{getfundDetails.load.entry}} Nil
- Exit : {{getfundDetails.load.remark}} Nil
- Expense Ratio : {{getfundDetails.load.expense_ratio}} Nil
- The card gives the returns given by the stock and the Sensex over different time periods
- Percentage change in the coloured boxes are returns given by the stock and in the grey box are the returns given by the sensex in the corresponding time period
- The colour of the box is basis returns given by the stock in the respective time periods with Green box signifying positive returns and Red box signifying negative returns
- All returns are absolute
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Compare with Peers
- Click on compare with peers to see returns of all stocks in the sector during different time periods where stocks are sorted on market cap by default
- The table can be sorted basis different time periods
Fund Manager Details

- Name : {{fmang.name}}
- Designation : {{fmang.desig}}
- Education : {{fmang.edu}}
- Experience : {{fmang.exp}}
- Details : {{fmang.details}}
- Age : {{fmang.age}}
- As reported on : {{fmang.reportdt}}
- The card gives the returns given by the stock and the Sensex over different time periods
- Percentage change in the coloured boxes are returns given by the stock and in the grey box are the returns given by the sensex in the corresponding time period
- The colour of the box is basis returns given by the stock in the respective time periods with Green box signifying positive returns and Red box signifying negative returns
- All returns are absolute
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Compare with Peers
- Click on compare with peers to see returns of all stocks in the sector during different time periods where stocks are sorted on market cap by default
- The table can be sorted basis different time periods
Registered Office

- Name : {{getfundDetails.reg_off.name}}
- Sebi_no : {{getfundDetails.reg_off.sebi_no}}
- Address : {{getfundDetails.reg_off.add}}
- State : {{getfundDetails.reg_off.state}}
- Telephone : {{getfundDetails.reg_off.tel}}
- Fax : {{getfundDetails.reg_off.fax}}
- Website : {{getfundDetails.reg_off.website}}
- Email : {{getfundDetails.reg_off.email}}
Not Enough Data
- The card gives the returns given by the stock and the Sensex over different time periods
- Percentage change in the coloured boxes are returns given by the stock and in the grey box are the returns given by the sensex in the corresponding time period
- The colour of the box is basis returns given by the stock in the respective time periods with Green box signifying positive returns and Red box signifying negative returns
- All returns are absolute
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Compare with Peers
- Click on compare with peers to see returns of all stocks in the sector during different time periods where stocks are sorted on market cap by default
- The table can be sorted basis different time periods
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