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

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.