What are the parameters based on which you evaluated my mutual fund holdings?

Modified on Tue, 27 Jun 2023 at 04:09 PM

Scripbox Portfolio Health assesses your portfolio based on 9 critical parameters. These include -

  • Credit quality We assess if the debt holdings are creditworthy. 
  • Interest rate sensitivity We assess if the debt funds in your family portfolio reacted well to the interest rate sensitivity. 
  • Performance We assess the consistency of all your mutual fund holdings. 
  • Fund size We check if there are any mutual funds in your family portfolio which has a low AUM size compared to the peers within the category. 
  • Protect during market lows We assess the funds on their performance during market downturns. 
  • Participation in market highs We check how the fund performed when the market rallied. 
  • Optimization potential We identify potential ways to optimize your portfolio. 
  • Portfolio Clutter We check if you have negligible investments in funds that don't add much value to your portfolio but only add clutter. 
  • Concentration risk We check if you have invested a large portion only in one fund.

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