How we decide
BUY
Fund is outperforming its index, with at least a 5-year track record.
SELL
Fund is underperforming its index by 12 percentage points or more over 5 years.
SELL IN 1-3 YEARS
Underperforming its index by more than 8 points — not urgent, but plan an exit.
HOLD
Not a Sell, not a Buy — usually under 5 years old, or underperformance too small to act on. Don't invest fresh money.
Add a Fund Manually
1
Total Funds
1
Buy
0
Sell
0
Sell in 1-3y
0
Hold
| Fund | Category | Fund 5y | Index 5y | Age | Call | |
|---|---|---|---|---|---|---|
|
Axis Blue chip fund
Nifty 100 TRI
|
Equity - Large Cap | 13.0% | 12.0% | 5.0y | Buy | View |