Genie Portfolio Analysis

To analyze your portfolio, follow the below steps:

• Login to Fundsgenie app

• You'll by default land on the Dashboard page.

• Find Genie Portfolio Analysis 🧞.

• Tap on the 'Analyze Portfolio' button, and the Genie will do the analysis.

You will get a multi-tier analysis report that will help you optimize your mutual fund portfolio, track performance/risk, and make data-driven investment decisions effortlessly.

Asset and Portfolio Allocation

For easy understanding, your asset and portfolio allocation percentage is graphically represented using a pie chart, with each fund category marked in a different color.

Your investments are broadly classified as equity, debt, and others. The percentage allocated is also given below the respective category.

Equity

The equity section is further classified into Top Holding, Market Cap, and Top Sector. Your top holdings are listed from highest to lowest percentage. You can also view your holdings listed market capitalization-wise, with the one with the most returns listed on the top. If you tap on the 'Top Sector' button given right next to the 'Market Cap,', you can see in which sectors you have made investments and the respective investment percentage.

Debt

You can see the debt funds in which you have made investments by clicking on the 'debt' button given right next to the 'Equity' button. The debt section is further divided into three: holdings, credit quality, and sensitivity.

Your holdings in the debt section are listed in a descending manner, starting from the highest portfolio weight. You can also analyze the debt fund credit quality-wise.

Using the Genie Analysis tool, you can view your stock statistics too.

Trailing Return

Scroll down and see the Trailing Returns section towards the bottom. The trailing returns shown are based on the investor's current mutual fund holdings and represent their past returns and asset allocation over the respective periods. They do not reflect the actual investment performance.

Time Period Return

The time period returns shown are based on your current mutual fund holdings and represent their past returns and asset allocation over the respective periods. They do not reflect your actual investment performance.