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
But do check our analysts' view on the direct/growth plans of your funds before switching into them.
You are not tracking the following investments here -
98.63% of your investments are in equities (58.87% through mutual funds and 39.75% directly through stocks). These investments are generally suitable only for the long-term (5+ years) as they can be volatile.
1.49% of your investments are in fixed income asset types (1.49% through mutual funds). These investments have lower volatility and lower returns than equity.
100.00% of your mutual fund investments, which is 60.25% of your total investments, is invested in funds which we believe are avoidable. Note that not all of them may be inherently bad but we believe that you don't miss out on much by ignoring them. Our selection of Analysts' Choice funds provides a set of good alternatives for every investing need.see details
None of your direct stock investments suffer from solvency issues.see details
You may invest some portion of your money in an international equity fund to reduce vulnerability to country-specific risks
You have too much concentration in just one fund company which accounts for more than two-third of your fund investments. see details
|Investment Type||No. of investments||Value (₹)||% of total portfolio|
|- Mutual fund - Equity: ELSS||1||1,99,564||60.25|
|- Direct stock investments - Giant||1||1,31,670||39.75|
Locked-in value (₹)
Value redeemable free of exit load (₹)
Value redeemable with exit load (₹)
|Axis LT Eqt Reg-G||Equity: ELSS||--|
|Fund name||Rating||Category||Fund House||Current Value||% of funds||% of total|
|Sector||Current Value||% of equity investments|
|Rating||Current Value||% of debt investments|
|Rating not available||6,29,228||97.49|
|% of direct holding||Current Value
|% of indirect holding||Current Value
|% of equity|
|Instrument name||Instrument type||Rating||Current Value||% of fixed income|