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All-in-One Portfolio
High Risk
Basket 3y returns*
Arrow Up18.94%
Min. SIP
500
No data available
1m3m6m1y3yall

*All returns less than 1 year are absolute and more than 1 year are annualised.

DistributionInfo

Equity
54%
Axis Multicap Fund
3Y returns*
25.31%
Axis Global Equity Alpha FoF
3Y returns*
19.57%
Debt
26%
Axis Strategic Bond Fund
3Y returns*
8.16%
Commodities
20%
Axis Gold Fund
3Y returns*
22.62%

Distribution

This tells you the distribution (equity, debt, commodities, hybrid) that you have selected for this basket.

ParametersInfo

Sharpe ratioup/down arrow
Higher the better
1.22
Expense ratioup/down arrow
Lower the better
1.33

Parameters

The numbers here can help you understand the performance and potential of the fund, and the amount of money other investors have invested in it, as well as the weighted average metrics for each fund. This information can help you choose the best mutual funds for your investment goals.

Equity AnalysisInfo

Market Cap
Sectors

Equity analysis

This analyses the equity portion of your portfolio.
It shows you:

•The market cap percentages of your mutual funds (what part of your equity portfolio is large-cap, mid-cap, and small-cap). This includes equity holding from equity funds equity portion of hybrid funds.

•Sector analysis represents the top 5 sectors in your mutual funds.

Debt Credit ExposureInfo

AAA & Equiv35%
AA & Equiv34%
SOV23%
A & Equiv6%
Others3%

Debt credit exposure

Debt analysis shows you the credit ratings of the debt portion of your portfolio. It tells you the quality (credit agencies rate debt from AAA to D. The higher the rating, the better the quality). This includes debt holdings from debt funds, debt portion of equity funds, and debt portion of hybrid funds.

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