Detailed Mutual Fund Analysis
Equity Mutual Funds
Equity mutual funds invest primarily in stocks. While they provide potential for higher returns, they also come with higher risk. We analyse this complex asset class in detail by providing:
- Portfolio Composition
- Performance Analysis
- Risk Factors Analysis
- Rolling Volatility Analysis
Debt Mutual Funds
Debt mutual funds invest primarily in debt instruments such as government bonds, corporate bonds, and money market instruments and are expected to provide stable returns. We simplify this asset class for clients through detailed analysis of:
- Credit Quality
- Interest Rate Sensitivity
- Maturity Profile
- Liquidity Profile
Hybrid Mutual Funds
Hybrid mutual funds bring the best of both equity and bonds. They strike a balance between Capital Appreciation and Regular Income. Our coverage on these funds includes perspectives like:
- Asset Allocation
- Investment Style
- Risk-Return Profile
- Tax Implications