Control the damage before it's too late!
In the long run, hidden risk weakens your Mutual Fund portfolio on the inside, and could prove detrimental to your wealth creation. Find out factors that might hurt your returns.
Trusted by 70+ lakh users
In the long run, hidden risk weakens your Mutual Fund portfolio on the inside, and could prove detrimental to your wealth creation. Find out factors that might hurt your returns.
Trusted by 70+ lakh users
It is absolutely FREE
Analyses 11 key parameters
See the good and bad things in 3 steps
Why you should check your portfolio's health...
Check your portfolio health to identify the pitfalls and take appropriate action, so that your portfolio performs better even in tough market conditions.
#1 Identify the risks in your portfolio
Know if you are holding volatile funds, have over-exposure to a particular sector, investments with poor credit quality and a lot more.
#2 Understand your portfolio composition
Find out if you are over or under exposed to specific asset classes so that your portfolio remain well diversified.
#3 Discover missing opportunities
Uncover opportunities to potentially improve diversification, find opportunities to control your future risk and enhance returns.
11 incredible parameters to get an accurate view on your portfolio
Performance with NIFTY 50
Is your portfolio under-performing?
Mid & small caps
Are you carrying the risk of being over-invested in mid & small caps?
Gold cushion
Does your portfolio have diversification to Gold?
Thematic
Is your portfolio carrying the risk of being over-exposed to a few sectors?
Overlap
Do you have redundancy in your portfolio?
Volatility
Has your portfolio seen huge swings in the past?
Debt cushion
Does your portfolio have a debt cushion?
International
Is your portfolio having optimum exposure to international funds?
Credit risk
Have you invested in funds with high credit risk?
Regular funds
Are you still paying commission to your mutual fund agent?
Performance with NIFTY 50
Is your portfolio under-performing?
Mid & small caps
Are you carrying the risk of being over-invested in mid & small caps?
Gold cushion
Does your portfolio have diversification to Gold?
Thematic
Is your portfolio carrying the risk of being over-exposed to a few sectors?
Overlap
Do you have redundancy in your portfolio?
Volatility
Has your portfolio seen huge swings in the past?
Debt cushion
Does your portfolio have a debt cushion?
International
Is your portfolio having optimum exposure to international funds?
Credit risk
Have you invested in funds with high credit risk?
Regular funds
Are you still paying commission to your mutual fund agent?
Performance with NIFTY 50
Is your portfolio under-performing?
Mid & small caps
Are you carrying the risk of being over-invested in mid & small caps?
Gold cushion
Does your portfolio have diversification to Gold?
Thematic
Is your portfolio carrying the risk of being over-exposed to a few sectors?
Overlap
Do you have redundancy in your portfolio?
Volatility
Has your portfolio seen huge swings in the past?
Debt cushion
Does your portfolio have a debt cushion?
International
Is your portfolio having optimum exposure to international funds?
Credit risk
Have you invested in funds with high credit risk?
Regular funds
Are you still paying commission to your mutual fund agent?
Performance with NIFTY 50
Is your portfolio under-performing?
Mid & small caps
Are you carrying the risk of being over-invested in mid & small caps?
Gold cushion
Does your portfolio have diversification to Gold?
Thematic
Is your portfolio carrying the risk of being over-exposed to a few sectors?
Overlap
Do you have redundancy in your portfolio?
Volatility
Has your portfolio seen huge swings in the past?
Debt cushion
Does your portfolio have a debt cushion?
International
Is your portfolio having optimum exposure to international funds?
Credit risk
Have you invested in funds with high credit risk?
Regular funds
Are you still paying commission to your mutual fund agent?
11 incredible parameters to get an accurate view on your portfolio
Know the good and bad things in your portfolio based on returns, volatility, asset allocation etc so that you can make decision on your portfolio holdings.
Get detailed analysis in 3 simple steps
Sign in to ET Money
Update your Mutual Fund portfolio in a jiffy
See the good and bad things in your portfolio
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Take the ET Money Portfolio Health Check today!
Frequently Asked questions
Why should I do a Portfolio health check?
The first step to solving a problem is identifying and acknowledging a problem. ET Money's portfolio health check will help you do just that. Help you figure out what is stopping your portfolio from out-performing those of your peers.
Do I need to pay for checking my portfolio's health?
No. ET Money's portfolio health check is a one-of-a-kind comprehensive portfolio health check powered by our proprietary algorithms that is absolutely free of cost for our users.
How will a portfolio health check help me?
Our portfolio health check will analyze your portfolio across as many as 11 parameters from asset allocation to portfolio's returns to management fees and help you with the precise problems that are ailing your portfolio.
How do I rectify the problems I discovered in my portfolio health check?
You could either take the difficult road of manually trying to course-correct your portfolio or you could make intelligent decisions for your investments through ET Money Genius. You would no longer have to worry about or be anxious about your portfolio's performance.
