Welcome to the Demo of the Mutual Fund Dashboard. Here you can shortlist Mutual Funds, get insights at a glance and manage your Mutual Funds Portfolio - all on one page!
Track updates to Mutual Funds in your portfolio here.
Got an advice/tip for a Mutual Fund? Or you shortlisted one? Add those to the Watchlist. Get unique analysis and important details at a glance.
Select the Mutual Fund you want to add to the Watchlist.
- Select the AMC from the available list
- Select the desired Mutual Fund
- Click 'Add to Watchlist'
After adding to the Watchlist, the Mutual Funds appear here with its analysis.
Decision Maker gives answers 2 important questions,
- Is it the Right Fund?
- Is it a right time to buy?
Check if the Mutual Fund is investment-worthy based on its Underlying Asset Quality (Q), Returns Performance (R) and Expense Ratio (E). Good (Green) & Somewhat Good (Orange) Funds are fine. Avoid Not Good (Red) ones.
This shows the Mutual Fund's underlying assets. Green & orange is ok. If it's Red means, the Fund is holding a lot of risky stocks.
This shows if the Mutual Fund's past returns performance is in Top20% Funds of its category and has it consistently & significantly beaten its Benchmark.
This shows if the Mutual Fund's Expense Ratio (i.e. the total fee that a Fund charges) is justified compared to overall excess returns it has generated over Benchmark.
Check how much % of Mutual Fund's portfolio is over-valued. Higher the allocation to over-valued stocks, lower will be the future Returns/Upside.
Check if the Mutual Fund is likely to give more returns than FD over the next 3 years, with the Current Portfolio at the Current Prices. If yes, it is right time to invest in it.
Check if the Mutual Fund fits in your portfolio. You get to see the impact of adding it to your portfolio. However, for this, you need to have the portfolio uploaded on MoneyWorks4me’s Portfolio Manager.Click 'Check if suitable'
