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Built around your portfolio
HexaWealth proprietary insights
SEBI-registered advisory
🏆 Rankings
Excellent Elite
91/100
1
Bandhan Small Cap
Return (5Y)
19.98%
Risk-adjusted return (5Y)
1.19
Consistency
85.92%
Expense ratio
0.58%
Return (5Y)
19.98%
Risk-adjusted return (5Y)
1.19
Consistency
85.92%
Expense ratio
0.58%
Good Guardian
75/100
2
Invesco India Smallcap
Return (5Y)
19.92%
Risk-adjusted return (5Y)
1.18
Consistency
90.95%
Expense ratio
0.64%
Return (5Y)
19.92%
Risk-adjusted return (5Y)
1.18
Consistency
90.95%
Expense ratio
0.64%
Summary
Growth-heavy portfolio; mutual funds and ETFs lead returns
- Total portfolio value is ₹49.98 L, with growth assets at ₹40.55 L (81.12%) and risk-free assets at ₹9.44 L (18.88%).
- Mutual funds are the largest sleeve at ₹19.66 L (39.32%), up ₹5.41 L (+37.98%) on ₹14.25 L invested.
- ETFs at ₹10.52 L (21.04%) gained ₹2.16 L (+25.81%), led by Momf Nasdaq 100 (+102.62%) and Mirae NYSE FANG+ (+71.88%).
- Direct equities at ₹10.13 L (20.28%) are the drag, down ₹1.92 L (-15.95%), with Kotak Mahindra (-80.07%) and Angel One (-90.06%) the weakest positions.
Mutual funds and ETFs carry the portfolio; direct equity is the weak spot.
💰 Fund Assessment
Elevated costs and weak benchmark consistency across several holdings.
Areas to review
Axis Nifty Capital Markets Index — Expense ratio
Highest expense ratio in the set and unusually high for an index fund, which typically tracks a benchmark at low cost.
Axis Quant Fund — Expense ratio
Well above the 1–1.5% range typical of direct plans.
Axis Momentum Fund — Expense ratio
Elevated cost for a direct plan.
LIC MF Focused — Performance consistency
Beats its benchmark only 2.28% of the time versus a 63.16% category median; also carries a 2.89% expense ratio.
Real Ask Hexa answers. Signed in, they are built on your holdings.
🏆 Rankings
Excellent Elite
91/100
1
Bandhan Small Cap
Return (5Y)
19.98%
Risk-adjusted return (5Y)
1.19
Consistency
85.92%
Expense ratio
0.58%
Return (5Y)
19.98%
Risk-adjusted return (5Y)
1.19
Consistency
85.92%
Expense ratio
0.58%
Good Guardian
75/100
2
Invesco India Smallcap
Return (5Y)
19.92%
Risk-adjusted return (5Y)
1.18
Consistency
90.95%
Expense ratio
0.64%
Return (5Y)
19.92%
Risk-adjusted return (5Y)
1.18
Consistency
90.95%
Expense ratio
0.64%
Summary
Growth-heavy portfolio; mutual funds and ETFs lead returns
- Total portfolio value is ₹49.98 L, with growth assets at ₹40.55 L (81.12%) and risk-free assets at ₹9.44 L (18.88%).
- Mutual funds are the largest sleeve at ₹19.66 L (39.32%), up ₹5.41 L (+37.98%) on ₹14.25 L invested.
- ETFs at ₹10.52 L (21.04%) gained ₹2.16 L (+25.81%), led by Momf Nasdaq 100 (+102.62%) and Mirae NYSE FANG+ (+71.88%).
- Direct equities at ₹10.13 L (20.28%) are the drag, down ₹1.92 L (-15.95%), with Kotak Mahindra (-80.07%) and Angel One (-90.06%) the weakest positions.
Mutual funds and ETFs carry the portfolio; direct equity is the weak spot.
💰 Fund Assessment
Elevated costs and weak benchmark consistency across several holdings.
Areas to review
Axis Nifty Capital Markets Index — Expense ratio
Highest expense ratio in the set and unusually high for an index fund, which typically tracks a benchmark at low cost.
Axis Quant Fund — Expense ratio
Well above the 1–1.5% range typical of direct plans.
Axis Momentum Fund — Expense ratio
Elevated cost for a direct plan.
LIC MF Focused — Performance consistency
Beats its benchmark only 2.28% of the time versus a 63.16% category median; also carries a 2.89% expense ratio.
AI responses are informational only, may be inaccurate, and are not investment advice.
Company
Hexawealth Financial Technologies Private Limited
GST Identification Number: 36AAGCH7310F1ZT
SEBI Registration No.: INA000019080
Registration Validity: Registration valid till cancelled or suspended
CIN: U66190TS2023PTC171856
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Corporate Address
T-Hub Phase 2, 6th Floor, 20, Inorbit Mall Rd, Vittal Rao Nagar, Madhapur, Hyderabad, Telangana 500081
SEBI Chennai Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002, Tamil Nadu Tel. Board: +91-44- 28880222 / 28526686 Fax : +91-44 -28880333 E-mail : sebisro@sebi.gov.in
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