Hassle-free & automated transaction imports
Powerful performance analytics and comparisons
Detailed & ready to file tax statement
Automated capturing of all dividends, bonuses, rights, and splits
Manage and track your and your family's investments in one place
This undoubtedly makes it India’s best portfolio management system. Experience the magic yourself!
The Regular plans and IDCW (Dividend) plans of all funds are avoidable in our opinion as they are less efficient. Besides, there are many categories of funds which we think are avoidable. Note that not all of them may be inherently bad but you don’t miss out on much by ignoring them. Our selection of Analyst’s Choice funds provides a set of good options for every investing need.
Investments
|
Locked-in value
Units |
Value redeemable free of exit load
|
Value redeemable with exit load
|
---|---|---|---|
Axis LT Eqt Reg-G
EQ-ELSS
| -- -- | 2,29,933 3,181.188 Units | -- -- |
(59.95% through mutual funds and 38.85% directly through stocks). These investments are generally suitable only for the long-term (5+ years) as they can be volatile.
Capitalisation |
Value |
% of equity |
---|---|---|
Giant | 2,53,091 | 68.13 |
Large Cap | 80,773 | 21.74 |
Mid Cap | 35,900 | 9.66 |
Small Cap | 1,714 | 0.46 |
(1.07% through mutual funds). These investments have lower volatility and lower returns than equity.
Security type |
Value |
% of debt |
---|---|---|
Short Term Debt | 4,006 | 100.00 |
Here’s how your investments are spread geographically.
This is how your investments are spread across multiple sectors and industries. Sector diversification reduces the risk of heavy losses due to a sector falling.
Company |
Sector |
Capitalisation |
Current Value indirect holding |
% of indirect holding |
Current Value direct holding |
% of direct holding |
Current Value total portfolio |
% of equity |
---|---|---|---|---|---|---|---|---|
Processing... |
Sector |
Current Value |
% of equity investments |
|
---|---|---|---|
Technology | 1,69,861 | 45.73 | |
Financial | 61,903 | 16.66 | |
Services | 37,529 | 10.10 | |
Chemicals | 23,049 | 6.20 | |
Automobile | 18,942 | 5.10 | |
Healthcare | 17,931 | 4.83 | |
Consumer Staples | 14,371 | 3.87 | |
Materials | 13,498 | 3.63 | |
Energy | 11,124 | 2.99 | |
Capital Goods | 2,786 | 0.75 | |
Consumer Discretionary | 478 | 0.13 | |
Others | 4 | 0.00 |
You should be more diversified
Fund name |
Rating |
Category |
Fund House |
Current Value |
% of funds |
% of total |
---|---|---|---|---|---|---|
Processing... |
Fund name |
Rating |
Category |
Fund House |
Current Value |
% of funds |
% of total |
---|---|---|---|---|---|---|
Processing... |
Investment |
No. of Investments |
Current Value |
Fund Holding % |
---|---|---|---|
Processing... |
You should reduce your allocation to it.
Company Sector Capitalisation |
Current Value direct holding |
% of direct holding |
% of total equity |
---|---|---|---|
Processing... |
Company Sector Capitalisation |
Current Value direct holding |
% of direct holding |
% of total equity |
---|---|---|---|
Processing... |