India portfolio optimiser for mutual funds  

India portfolio optimiser for mutual funds helps you build efficient portfolios that deliver more return for the risk you are willing to take. It delivers high performance by improving selection and allocation efficiency of your portfolio, even across multiple asset classes.

Annualised Return Peak Risk Alpha
From 1 Jan, 2016 to {{navDt}}
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NIFTY 50 {{BmarkAnnRet}}% {{BmarkPeakRsk}}%

Pricing  

  • LESS THAN
    ₹23/ DAY
    when billed annually
    get
    • Portfolio optimiser
    • Recommendations

Get access to India portfolio optimiser for mutual funds along with recommendations.

BUY India portfolio optimiser for MF

Why use Portfolio optimiser?  

100% algorithmic

Uses only mathematics and not human biases or emotions (such as fear and greed).

Improves selection efficiency

Screens your selection to identify which funds are ideal for long-term investing.

Improves allocation efficiency

Identifies the right allocation to each fund so that it improves risk adjusted returns.

Flat fees

Take home more profits as you don't pay fees based on the amount of your investments or the number of times you use the optimiser.

What is portfolio optimiser?  

Portfolio optimiser is every fund manager's favourite tool. It identifies the right instruments to invest in and how much to allocate to each instrument. Here's how it works :

Screen

Discover good funds to invest in by running the optimiser across multiple investment themes and sectors.

Recommend

The recommendation feature helps you discover new funds that can improve your portfolio's performance.

Optimize

Optimizing creates an efficient portfolio that selects instruments (from the ones you have shortlisted) and identifies their allocations with the goal of generating better risk-adjusted returns.