Current Asset Allocation
Target Asset Allocation
Holdings
Equity & ETFs (7)
Mutual Funds (18)
Performance — Winners & Losers
Investment Timing — Nifty 50 vs Your Equity Deployment
Monthly Heatmap
MF Health Scorecard — Performance-Based Framework Ready
4-Question Verdict: Should you Keep, Watch, or Replace each fund?
Answers 4 data-driven questions per fund: Beating benchmark? · Top quartile in category? · Crash protection? · Improving trend?
Uses rolling returns (1Y/3Y/5Y) with full peer ranking within SEBI category. P75+ = Keep · P25–74 = Watch · P<25 = Replace
Uses rolling returns (1Y/3Y/5Y) with full peer ranking within SEBI category. P75+ = Keep · P25–74 = Watch · P<25 = Replace
10-Year Performance Tracker — All Funds · Scan & Compare · Click Row to Drill Down
Load the MF Health Scorecard above to populate this section
NAV history from the scorecard is used to calculate monthly returns, yearly CAGR, max drawdown, SIP growth, and more — visualized as an interactive heatmap.
Market Cycle Thermometer — Howard Marks Framework · 18 Indian Indicators · Cycle-Adjusted Allocation
Fund Overlap Analysis — Pairwise Stock Overlap · Redundancy Detection
Allocation Drift & Rebalance Signal — Current vs Target · Drift >5pp = Rebalance
Risk Assessment
4
out of 10
Diversification Score
Action Items
Direct Equity — Company Weightage
Look-Through: Top Companies Across ALL Holdings
Mutual Fund Holdings — Top Companies by Fund
SIP Decision Engine — Monthly SIP Guide Based on Nifty PE
Market Intelligence
Buffett Dashboard — Market Sentiment Data as of: 9 Apr 2026 · Snapshot
Leading Indicators Monitor — 30-Year Backtested Macro Signals Data as of: Apr 2026 · Snapshot
Market Signal Zone — Entry/Exit Framework Assessment: Apr 2026
Composite Leading Score — Forward-Looking Signals: Apr 2026
Composite Valuation Score (CVS) — Equity vs Debt Switch Data as of: Apr 2026
5.0
CVS SCORE
FAIR / BALANCED
Recommended: 60% Equity / 40% Debt
(Arbitrage funds counted as Debt)
CVS Score → Allocation Map
India vs USA Relative Attractiveness Score (RAS)
5.75
RAS SCORE
TILT INDIA
Recommended: 60-65% India / 35-40% USA (of equity)