Use it to assess the Quality of the Fund’s Portfolio.
Here you can compare the Quality of Underlying Assets of the Fund & its Benchmark Index over years. It highlights the risks taken by the Fund Manager to generate returns. Also, check if the Fund carries the stocks of the market cap as per its defined Category.
Here you can compare the P/E, P/B and composition of the Fund with its Benchmark Index. One can get an idea of how the Fund is priced vis-a-vis its Benchmark Index.
Check if the Fund is mimicking its Benchmark Index i.e. Sector & Top 10 holdings are similar. If yes, the Fund Returns may not be much different than the Benchmark Returns.
This matrix gives a snapshot of Quality & Size of companies Fund manager held across years. The trend shows how the Fund Manager generated returns. Check if it aligns with your Investment Style.
Click on Fund Overview