Portfolio Diagnosis
You own a list of investments.Is it one portfolio?
The institutional process HexaWealth manages money with, turned on what you already own — risk, diversification, cost, quality and valuation, each one scored and benchmarked.
Scored across five dimensions
Benchmarked to Hexa portfolios
SEBI Registered Investment Advisor
Portfolio Diagnosis
Your portfolio is in good shape — a few tweaks could make it even better.
₹40.55 L analyzed · vs Wind
Risk & Return
Can ImproveOver the last 10 years your portfolio delivered 17.8% a year at 12.0% volatility (max fall 26%).
Diversification
HealthyEquity 92% / debt 6% / commodity 2% across 44 instruments.
Instrument Quality
Healthy65% of rated fund money is in strong funds; 22% is in poor ones.
What needs work
Three things holding the portfolio back
Risk-adjusted return is weak: a Sharpe ratio of 0.98 means the returns do not compensate for the risk taken.
A Hexa portfolio at the same volatility (Wind) earned 20.7% a year — 2.9 percentage points more.
22% of rated fund money sits in poor-quality funds.
What's working
The portfolio is doing three things right
Returned 17.8% annually over 10 years, beating Nifty 500 by 4.7 percentage points a year.
Spread across asset classes (equity 92%, debt 6%, commodity 2%), which smooths the ride.
Healthy equity mix: 46% large cap with 45% in mid and small caps for growth.
Portfolio Diagnosis
Your portfolio is in good shape — a few tweaks could make it even better.
₹40.55 L analyzed · vs Wind
Risk & Return
Can ImproveOver the last 10 years your portfolio delivered 17.8% a year at 12.0% volatility (max fall 26%).
Diversification
HealthyEquity 92% / debt 6% / commodity 2% across 44 instruments.
Instrument Quality
Healthy65% of rated fund money is in strong funds; 22% is in poor ones.
What needs work
Three things holding the portfolio back
Risk-adjusted return is weak: a Sharpe ratio of 0.98 means the returns do not compensate for the risk taken.
A Hexa portfolio at the same volatility (Wind) earned 20.7% a year — 2.9 percentage points more.
22% of rated fund money sits in poor-quality funds.
What's working
The portfolio is doing three things right
Returned 17.8% annually over 10 years, beating Nifty 500 by 4.7 percentage points a year.
Spread across asset classes (equity 92%, debt 6%, commodity 2%), which smooths the ride.
Healthy equity mix: 46% large cap with 45% in mid and small caps for growth.
Figures shown are a sample. Your own numbers appear once you sign in.
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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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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