My Portfolio:

Advantage AxisDirect

You don’t need to visit Research section regularly to compare your Portfolio against the Research Ideas. 


You can simply check ‘Rationale that led to the recommendations’ sections under My Portfolio >Overview > Actionables page > Mutual Funds section


In this section, you get the list of schemes which you hold and also suggested by our Research desk Or rated 5 by Value Research. On clicking on individual scheme cards, you can view details like value research rating and fact-sheets (whichever is available).  You can increase your holdings in such stocks.


You also get the list of schemes which are not suggested by us and rated low by Value Research.  You can off-load such schemes.


You also get the list Stocks occupying >25% of your MF Portfolio along with our recommendations to diversify your stake in such schemes.

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