The Watchlist
The most useful section, every investor looks upon—The Genie Recommendation.
Genie recommendations are thoughtfully curated collections of mutual funds handpicked by experts. These are, as usual, categorized according to the market capitalization.
This Section Contains:
How to View the Watchlist Page ?
Watchlist is a powerful tool to help you keep track of your mutual funds and their performance. Follow the below steps to view the watchlist :
You can access the watchlist page via Dashboard
Login to FundsGenie App.
Click on the banner icon on the top right-hand side.”
You can access the watchlist page via Invest page
Click on the 'Invest' tab on the bottom banner.
You will see 'Genie Recommendation.'
Click on 'View All Recommendations' given at the bottom.
You will be navigated to the 'Watchlist' page.
You will by default land on the 'Genie Recommendations' page of the Watchlist.
On either side of the 'Genie Recommendation' tab, you can see My MF Watch and Morningstar Top Funds.
What are Genie Recommendations and Morningstar Top Funds ?
Genie Recommendations are an expertly handpicked collection of mutual funds curated for you. Apart from the Genie recommendation, we also offer recommendations from 'Morning Star'—an American financial services firm headquartered in Chicago.
How to Add Mutual Funds to Watchlist?
Both Genie recommendations and Morningstar Top Funds are listed with the most rated and most return-giving fund at the top. To add a desired fund to your watchlist, follow the steps given below:
Choose your preferred market capitalization from the top banner, and accordingly, the funds will be listed.
Towards the right-hand side of each fund, you will see a badge icon with a '+' marked.
Click on the badge icon, and a message with a pop-up stating 'Fund Added to Watchlist' will appear.
Likewise, you can add any number of funds to your watchlist.
How to Sort/Apply Filter to My Watchlist?
You can apply filters and sort your mutual funds in your watchlist to keep things organized. For this:
Click on the 'Filter' icon given at the bottom right corner of the page.
Once you click on the filter icon, a page will open up with different options.
You can choose the desired category, rating, risk tolerance, mode of investment, fund plan, fund size, and AMC (asset management company).
Once you are done, click on the 'Apply' button.
The recommendations will be listed according to your preference.
If you don't want to apply any filter, you can cancel it midway or click the reset option.
You can always sort the recommendations according to:
The return percentage, which is the default option.
Geojit Rating or Morning Star Rating
Alphabetical Order.
If you want to search for a specific fund, you can use the search icon given at the top of the page. You can also access the watchlist by clicking on the badge icon given right next to the search icon.
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