Robo Advisor

Investor Profile

Fund Scoring Weights

Portfolio Allocation

Category Allocation (%) Scheme Code
Equity Schemes 50%
↳ Large Cap Fund 6.25%
↳ BANK OF INDIA Large Cap Fund Direct Plan Growth (Score: 5.16) 2.08% 148980
↳ BANK OF INDIA Large Cap Fund Direct Plan IDCW (Score: 5.13) 2.08% 148981
↳ BANK OF INDIA Large Cap Fund Regular Plan Growth (Score: 4.34) 2.09% 148982
↳ Mid Cap Fund 6.25%
↳ ICICI Prudential MidCap Fund - Direct Plan - Growth (Score: 11.87) 2.08% 120381
↳ ICICI Prudential MidCap Fund - Growth (Score: 11.38) 2.08% 102528
↳ HSBC Midcap Fund - Direct Growth (Score: 9.04) 2.09% 151036
↳ Small Cap Fund 6.25%
↳ TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH (Score: 7.59) 2.08% 152939
↳ TRUSTMF SMALL CAP FUND -DIRECT PLAN-IDCW (Score: 7.58) 2.08% 152937
↳ Union Small Cap Fund - Direct Plan - IDCW Option (Score: 7.31) 2.09% 129646
↳ Flexi Cap / Multi Cap 6.25%
↳ BANK OF INDIA Flexi Cap Fund Direct Plan -Growth (Score: 6.29) 2.08% 148404
↳ BANK OF INDIA Flexi Cap Fund Direct Plan -IDCW (Score: 6.27) 2.08% 148406
↳ BANK OF INDIA Flexi Cap Fund Regular Plan -Growth (Score: 5.5) 2.09% 148405
↳ Sectoral/Thematic 6.25%
↳ Nippon India Taiwan Equity Fund- Direct Plan- IDCW option (Score: 111.67) 2.08% 149327
↳ Nippon India Taiwan Equity Fund- Direct Plan- Growth Option (Score: 111.67) 2.08% 149329
↳ Nippon India Taiwan Equity Fund- Regular Plan- IDCW option (Score: 109.56) 2.09% 149325
↳ Focused 6.25%
↳ ITI Focused Fund - Direct Plan - Growth (Score: 6.14) 2.08% 151777
↳ Kotak Focused Fund- Direct Plan- Growth option (Score: 5.89) 2.08% 147473
↳ Kotak Focused Fund-Direct Plan- Income Distribution cum capital withdrawal option (Score: 5.89) 2.09% 147475
↳ ELSS 6.25%
↳ BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth (Score: 6.32) 2.08% 141950
↳ BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan IDCW (Score: 6.3) 2.08% 141949
↳ Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth (Score: 6.26) 2.09% 142153
↳ Value/Contra 6.25%
↳ Mahindra Manulife Value Fund - Direct Plan - IDCW (Score: 7.25) 2.08% 153305
↳ Mahindra Manulife Value Fund - Direct Plan - Growth (Score: 7.24) 2.08% 153303
↳ LIC MF Value Fund-Direct Plan-Growth (Score: 7.12) 2.09% 152018
Debt Schemes 30%
↳ Overnight / Liquid / Money Market 5%
↳ Aditya Birla Sun Life Liquid Fund- Discipline Advantage Plan (Score: 3.09) 1.67% 112014
↳ Aditya Birla Sun Life Liquid Fund - Growth - Direct Plan (Score: 3) 1.67% 119568
↳ Axis Liquid Fund - Direct Plan - Growth Option (Score: 3) 1.66% 120389
↳ Short Duration 5%
↳ Nippon India Ultra Short Duration Fund- Direct Plan- Growth Option (Score: 3.29) 1.67% 143494
↳ TATA Ultra Short Term Fund-Direct Plan - Monthly Payout of Income Distribution cum capital withdrawal option (Score: 3.28) 1.67% 146069
↳ TATA Ultra Short Term Fund Direct Plan - Monthly Reinvestment of Income Distribution cum capital withdrawal option (Score: 3.28) 1.66% 146076
↳ Medium Duration 5%
↳ Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan (Score: 4.46) 1.67% 119539
↳ Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan (Score: 4.07) 1.67% 111803
↳ Nippon India Medium Duration Fund - Direct Plan - Growth Option (Score: 3.51) 1.66% 130050
↳ Long Duration 5%
↳ Bandhan Short Duration Fund - Regular Plan - Growth (Score: 2.55) 1.67% 108768
↳ BANK OF INDIA Conservative Hybrid Fund Fund-Direct Plan-Growth (Score: 2.53) 1.67% 119393
↳ BANK OF INDIA Conservative Hybrid Fund-Direct Plan-Annual IDCW (Score: 2.53) 1.66% 119396
↳ Gilt Funds 5%
↳ UTI - GILT FUND - Direct Plan - Growth Option (Score: 1.7) 1.67% 120792
↳ Bandhan Gilt Fund - Direct Plan - IDCW (Score: 1.58) 1.67% 118463
↳ Bandhan Gilt Fund - Direct Plan - Growth (Score: 1.58) 1.66% 118464
↳ Corporate Bond Funds 5%
↳ Franklin India Corporate Debt Fund - Direct - GROWTH (Score: 3.45) 1.67% 118569
↳ Franklin India Corporate Debt Fund - Growth (Score: 3.17) 1.67% 100528
↳ DSP Corporate Bond Fund - Direct - Growth (Score: 2.95) 1.66% 144646
Hybrid Schemes 20%
↳ Aggressive Hybrid 6.67%
↳ BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - DIRECT PLAN GROWTH (Score: 6.16) 2.22% 139527
↳ BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH (Score: 5.43) 2.22% 139529
↳ BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - DIRECT PLAN IDCW (Score: 4.72) 2.23% 139530
↳ Balanced Hybrid 6.67%
↳ WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth (Score: 2.27) 2.22% 152132
↳ 360 ONE Balanced Hybrid Fund - Direct Plan - IDCW (Score: 1.74) 2.22% 152073
↳ 360 ONE Balanced Hybrid Fund- Direct Plan - Growth (Score: 1.74) 2.23% 152076
↳ Conservative Hybrid 6.67%
↳ Nippon India Conservative Hybrid Fund - Direct Plan Growth Plan - Growth Option (Score: 3.84) 2.22% 118726
↳ Nippon India Conservative Hybrid Fund-Growth Plan (Score: 3.43) 2.22% 102172
↳ SBI Conservative Hybrid Fund - Direct Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW) (Score: 2.88) 2.23% 119836