Analysis - My Investments | Portfolio Manager | Value Research Get an analysis of your investments in our portfolio tracker tool. Only available to premium members.

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Current Value

₹3.76 Lakh ₹1.76 Lakh Invested

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₹-207.64

-0.06%

All-Time Returns

₹+2.12 Lakh

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\"Demo"

Quality

100.00% of your mutual fund investments are avoidable.

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.

None of your direct stock investments suffer from a threat of insolvency.

Likelihood of Solvency Issues Based on Z-score

Threat to solvency?
Z-score
Value
% of stock holdings
Portfolio %
Not Likelysee detail
1,46,065
100.00
39.32
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Liquidity

100.00% (₹ 2,29,933) of your mutual fund investments are free of lock-in and can be liquidated without any exit loads.

Redeemable Now Vs locked-in

Applicability of exit load

Liquidity of fund holdings

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
--
--

None of your direct stock investments suffer from poor liquidity.

Liquidity of direct stock holdings
Daily trading value in last 6 months*
Company
Median
Lowest
% of direct stock holdings
Highplus-collapsed-icon
100.00

*Combined trading value on NSE and BSE for Indian stocks

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Asset Allocation

98.8% of your investments are in equities.

(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.

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Equity Portfolio Aggregates

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
See Equity Investments

1.07% of your investments are in fixed income.

(1.07% through mutual funds). These investments have lower volatility and lower returns than equity.

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Fixed Income Portfolio Aggregates

Security type
Value
% of debt
Short Term Debt
4,006
100.00
See Fixed Income Investments
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Geographic Diversity

Here’s how your investments are spread geographically.

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Equity Sector Diversity

You have invested a high amount in just one sector. You should be more diversified.

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...
\"Demo"
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
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\"Demo"

Diversity in Mutual Fund Investments

You have invested in just one which is too concentrated.

You should be more diversified

Number of funds

1

Concentrated Fund Holding

Fund name
Rating
Category
Fund House
Current Value
% of funds
% of total
Processing...

Small Fund Holdings

Fund name
Rating
Category
Fund House
Current Value
% of funds
% of total
Processing...

Concentration in a single AMC

Investment
No. of Investments
Current Value
Fund Holding %
Processing...
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Diversity in Direct Stock Investments

1 of your direct stock holding accounts for more than 15% of your equity investments which is too concentrated.

You should reduce your allocation to it.

Number of direct stock holdings

1 (OK)

Concentrated Stock Holdings
Company
Sector    Capitalisation
Current Value
direct holding
% of direct holding
% of total equity
Processing...
Small Stock Holdings
Company
Sector    Capitalisation
Current Value
direct holding
% of direct holding
% of total equity
Processing...