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Disclaimer & Methodology
This report is for private circulation only.
The data and information herein provided are believed to be reliable but AssetPlus does not warrant its accuracy and completeness.
No part of this report constitutes tax, legal, or accounting advice.
The company is not guaranteeing or assuring the performance of mutual funds or securities about which the report is presented.
Further, AssetPlus shall not be liable for any loss to investors from the investments made on the basis of the proposal(s) given by it.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully.
Notes
Invested and current value is given as of the last available date.
Gain/Loss amount is in absolute terms. Total value and gain/loss amount are calculating using the latest NAV of the invested funds.
Portfolio XIRR is the total return of your portfolio, since the start of your investments. It takes into account all transactions made in all the funds that you hold or held in the past - investments, redemption, reinvestment - with the corresponding dates to arrive at a final annualised return. This is the true return of your investments.
Hybrid Benchmarks are calculated as below,
- Conservation Hybrid - 15:85 (15% of Nifty 50 & 85% of NIFTY Nifty 4-8 Yr G-Sec)
- Dynamic Asset Allocation - 50% of Nifty50 & 50% of Nifty 4-8 Yr G-Sec.
- Aggressive Hybrid - 65% of Nifty50 & 35% of NIFTY Nifty 4-8 Yr G-Sec.
- Equity Savings - 35% of Nifty50, 35% of NIFTY Nifty 4-8 Yr G-Sec, 35% of NIFTY50 Arbitrage.
- Multi Asset - 65% of Nifty50, 25% of NIFTY Nifty 4-8 Yr G-Sec, 10% of Gold
The portfolio metrics provided in this report is based on common asset allocation and holding practices for a given timeframe and risk. It does not constitute specific advice for your portfolio and should not be interpreted as an investment advice. Users should make their own investment decisions based on their individual investment objectives, existing holdings and financial position and consult independent advisors or MFDs as they consider appropriate.
Exposure Alert
Highlights significant exposure to mid/small cap funds, calculated as a percentage of the overall portfolio (>25%)
No Overexposure Identified
Funds in your portfolio was reviewed for mid/small cap fund exposure based on the defined threshold.
No overexposure was found, indicating a well-balanced allocation in this area.
Portfolio Overlap
Highlights all the pairs of invested equity funds with high stock overlap (>40%)
| Fund A | Fund B | Overlap Holding (%) |
|---|---|---|
Mirae Asset Large Cap Fund - Growth |
Axis Large Cap Fund Growth |
56.20% |
Kotak Flexicap Fund - Growth |
Kotak ESG Exclusionary Strategy Fund Growth |
53.80% |
HDFC Large Cap Fund - Growth |
Mirae Asset Large Cap Fund - Growth |
50.48% |
HDFC Large Cap Fund - Growth |
Axis Large Cap Fund Growth |
48.71% |
Fund Quartile Analysis (2/3)
Quartile ranks of invested funds based on returns over 1, 3, 5 and 10 years in their respective categories
| Fund (11) | Fund Category | Quartile Rank | |||
|---|---|---|---|---|---|
| 1Y Return | 3Y Return | 5Y Return | 10Y Return | ||
HSBC Midcap Fund - Regular Growth |
Mid Cap | 1 | 1 | 1 | 1 |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Sectoral/ Thematic | 4 | 2 | 3 | - |
ICICI Prudential HOUSING OPPORTUNITIES FUND - Growth |
Sectoral/ Thematic | - | 2 | - | - |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
Sectoral/ Thematic | 4 | 3 | 3 | - |
Note
- Each invested fund is compared with other funds in the same fund category based on its return over a specific time horizon. Funds are then ranked and split into four equal performance groups.
- Rank 1 represents the top 25% of performers within the sub-category, while Rank 4 represents the bottom 25%. Ranks 2 and 3 fall between these two ranges.
- Since fund performance changes over time, a fund's rank may differ across the 1-year, 3-year, 5-year, and 10-year periods.
- Only Equity and Hybrid funds are considered for this analysis. For IDCW fund, quartile ranking will be based on the growth option of the same fund.
Fund Quartile Analysis (3/3)
Quartile ranks of invested funds based on returns over 1, 3, 5 and 10 years in their respective categories
| Fund (11) | Fund Category | Quartile Rank | |||
|---|---|---|---|---|---|
| 1Y Return | 3Y Return | 5Y Return | 10Y Return | ||
Kotak Flexicap Fund - Growth |
Flexi Cap | 2 | 1 | 1 | 1 |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth |
Large & Mid Cap | 1 | 2 | 2 | 1 |
Mirae Asset Large Cap Fund - Growth Plan |
Large Cap | 2 | 3 | 2 | 1 |
Note
- Each invested fund is compared with other funds in the same fund category based on its return over a specific time horizon. Funds are then ranked and split into four equal performance groups.
- Rank 1 represents the top 25% of performers within the sub-category, while Rank 4 represents the bottom 25%. Ranks 2 and 3 fall between these two ranges.
- Since fund performance changes over time, a fund's rank may differ across the 1-year, 3-year, 5-year, and 10-year periods.
- Only Equity and Hybrid funds are considered for this analysis. For IDCW fund, quartile ranking will be based on the growth option of the same fund.