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