• 100% of your mutual fund investments are not in direct plans. Direct plans have returns that are higher by about 0.5%-1.5% and therefore more suitable if you manage your investments yourself. see details

• You are not tracking the following investments here -
  

  - National Pension System (NPS) Add don't show again

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Regular Vs Direct
% of fund investments

• 95.79% of your investments are in equities (62.72% through mutual funds and 33.07% directly through stocks). These investments are generally suitable only for the long-term (5+ years) as they can be volatile.

• 3.47% of your investments are in fixed income asset types (3.47% through mutual funds). These investments have lower volatility and lower returns than equity.

see details

Asset Allocation
% of total portfolio

• None of your mutual fund investments are in low-quality funds.see details

• None of your direct stock investments suffer from solvency issues.see details

Value Research Rating break-up of MF holdings
% of fund investments

Can your direct stock holdings face solvency issues? (Z-score)
% of direct stock holdings

• 100.00% (₹ 1,28,750) of your mutual fund investments are free of lock-in and can be liquidated without any exit loads.see details

• None of your direct stock investments suffer from poor liquidity.see details

Redeemable Vs locked-in
% of fund investments

Applicability of exit load
% of fund investments

Liquidity of direct stock investments (?)
% of direct stock holdings