Portfolio Analyzer Report
What is Fixed Income Style?
The Fixed Income Style Box provides a visual representation detailing a fund's credit quality and its sensitivity to interest rate fluctuations. It's a tool designed to offer insights into the risk associated with the bonds held in a fund. The ...
What is Portfolio Analyzer Report?
The purpose of the Portfolio Analyzer report is to analyze an investor’s portfolio and give insights based on different financial measures. For instance, you can determine the proportion of assets invested in different sectors, equity styles, or ...
What is MPT Statistics and what are it's measures?
The modern portfolio theory (MPT) is a practical method for selecting investments to maximize their overall returns within an acceptable level of risk. MPT stresses the importance of diversification. Generally, A high return stock is subject to ...
What does Stock Sector in Portfolio Analyser indicate?
The Stock Sector in a portfolio analyser provides insights into the distribution of equity assets across three supersectors - Cyclical, Defensive, and Sensitive. It further breaks down these holdings into ten primary industry sub-classifications, ...
What is the Equity style in the portfolio analyser report?
The Equity Style Box is a visual tool, manifested as a nine-square grid, that offers insights into the investment styles of stocks and portfolios. By classifying holdings based on market capitalisation and investment styles, investors can better ...
What does holding overlap mean?
Holding overlap arises when an investor possesses the same shares across multiple holdings. For example, consider Mr. Mani, a Fyers client. He has invested ₹1,00,000 in the Franklin India Technology Mutual Fund and simultaneously holds TCS stocks ...
What is Return Analysis?
Return analysis is an integral component of the Portfolio Analyser Report, designed to calculate optimum returns of your portfolio holdings and associated risks. How is it calculated? Risk: This is quantified as a 3-year standard deviation of return. ...
What does a Correlation Matrix indicate in Portfolio Analyser?
A Correlation Matrix provides insights into how closely related the returns of different assets within a portfolio are. By understanding the correlation, an investor can gauge the diversification of their holdings and thus, the associated risk. ...
What is Asset Allocation?
Asset allocation is the process of strategically distributing your investments across various asset classes to optimise returns while considering your financial objectives and risk tolerance. By not putting all your eggs in one basket, you diversify ...