Products Available
1,247
+18 this week
Avg Expense Ratio
0.74%
-4 bps vs category
Top Performer (1Y)
28.4%
Mid-cap fund
Suitability Matches
94.2%
+1.3pp this month
Bharat Flexi-Cap Direct Plan
Bharat Mutual Fund · Growth
High match
28.4%
1Y return
0.42%
Expense
Agg
Risk
Large-and-mid allocation with tactical cash calls. Benchmark: Nifty 500 TRI.
Sovereign Gold Bond 2026-27
RBI · Government of India
Tax efficient
2.5%
Coupon
8 yrs
Tenure
Low
Risk
Sovereign gold exposure with annual interest and no capital gains tax on maturity.
Cross-asset comparison
Selected products mapped by return, risk, and liquidity profile
YTD data
Product Asset class 1Y return Expense Min investment Risk score Suitability
Bharat Flexi-Cap Direct Mutual Fund 28.4% 0.42% ₹ 100 High 94% Details
Indus Growth Fund III AIF Cat II - 2/20% ₹ 1 Cr High 91% Details
Prime Alpha PMS PMS 22.1% 1.75% ₹ 50 L High 88% Details
Gilt Constant Maturity Debt MF 11.3% 0.28% ₹ 100 Moderate 89% Details
Corporate Bond 2028 Bond 8.4% - ₹ 1 L Moderate 85% Details
Secure Life Term Plan Insurance - - ₹ 5,000/yr Low 96% Details
NPS Tier I Equity NPS 19.7% 0.09% ₹ 500 High 90% Details
Axis Bank FD Fixed Deposit 7.4% - ₹ 10,000 Low 72% Details
Asset class mix in your catalogue
Count of live products by category
1,247
products
Mutual Funds
548
Equities / PMS / AIF
176
Bonds
98
Insurance
78
NPS / FD / Others
347
Sentinel Copilot
Three of your HNI households are under-allocated to debt given the current rate cycle. The Gilt Constant Maturity and Corporate Bond 2028 have the highest suitability match for their risk profiles. I can add both to a rebalancing proposal.
Category performance ladder
1-year rolling return by category, sorted by risk-adjusted rank
Small-cap equity31.2%
Flexi-cap equity28.4%
Mid-cap equity26.7%
Gilt funds11.3%
Corporate bond8.4%
Liquid funds6.9%