Insights Matrix

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Fund Insights

One-Stop Platform for Mutual Fund Portfolio Intelligence

Fund Insights reveals the real financial health of every company inside your mutual fund portfolios using 1000+ indicators, transparent analytics, early-warning signals, and unbiased evaluations.

Fund Insights Delivers What Others Don’t

  • Full portfolio intelligence
  • Real-time predictive risk scoring
  • Security-level analysis
  • 1000+ indicators coverage
  • Accurate, unbiased evaluation
  • Integrated MF + corporate data
  • Custom dashboards

Why Fund Insights Is Different

 

  • Security-Level Financial Health
  • Portfolio Intelligence Dashboard
  • MF Scheme Scoring (Advanced Model)
  • Watchlists & Portfolio Comparison
  • Distress & Default Risk Indicators
  • Custom Research & Sector Reports
  • Real-time predictive risk scoring
  • 1000+ indicators coverage
  • Custom dashboards

Problem

  • How to cut through the maze of MF analytics?
  • No single source of information
  • Hard to track financial health across portfolios
  • Limited portfolio info (only ratings shown)
  • No security-level financial insights
  • Resource constraints (expensive research teams)
  • Unstructured data leads to poor decision

Solution

  • Early warning signs
  • Portfolio analysis
  • Company-level financials
  • Real-time analytics
  • Informed financial decisions
  • Dashboards & visuals
  • Compare multiple portfolios side-by-side
  • Unbiased evaluations

Deep, Actionable MF Analytics

Early Warning Signals

Predictive triggers that highlight stressed companies early.

Distress & Default Dashboards

Analyze liquidity, leverage, profitability & solvency risks.

Intrinsic Value & Ratio Intelligence

Understand true business fundamentals of each company.

Core Platform Features - Large & Visible

Security-Level Financial Health

Portfolio Intelligence Dashboard

MF Scheme Scoring

Advanced Model

CORE
PLATFORM
FEATURES

Watchlists & Portfolio Comparison

Distress & Default Risk Indicators

Custom Research & Sector Reports

Who Can Use Fund Insights?

Family Offices
MF Advisors & Distributors
Wealth Management Firms
Corporates
Banks & NBFCs
Insurance Companies
MSMEs
HNI Investors
Academia & Students
PORTFOLIO & FUND ANALYTICS INTELLIGENCE
Next-Gen Mutual Fund, PMS, AIF & Portfolio Analytics Built on India’s Deepest Normalised Dataset
  • Portfolio Intelligence Beyond NAV.
  • See the Fund Beneath the Fund.
  • Where Holdings Become Insights. Where Risk Becomes Predictable.
  • Fund Insights reveals the risks behind returns.
  • See how safe your portfolio actually is.
  • India’s most detailed holdings intelligence ecosystem.
  • One platform for alpha, risk & forensic clarity.

Core Proposition

Fund Insights is India’s most advanced AI-powered portfolio intelligence engine

built for:

  1. Mutual Funds (Equity, Debt, Hybrid)
  2. PMS & AIFs
  3. Wealth Managers / RIAs
  4. Corporate Treasury Teams
  5. Family Offices
  6. Institutional Investors
  7. Academics & Researchers

Integrates holdings, risk, returns, credit risk, liquidity, stress tests and portfolio diagnostics into one unified platform.

What Fund Insights Solves

  • Risk Analysis of Hidden Sector Concentrations
  • Credit downgrade risk in debt funds
  • Liquidity Risk
  • Rating migration probability
  • Forensic red flags inside portfolio companies
  • Factor-level exposures (value, momentum, quality, volatility)
  • True portfolio diversification
  • Stress outcomes under shocks
  •  

For each holding, Fund Insights integrates:

  • Credit Risk Score
  • Forensic Risk Score
  • EWS & structural risk
  • Sector risk conditions

Holdings Intelligence – monthly holdings ingestion

  • Comprehensive Mutual Fund Universe
  • PMS holdings
  • AIF holdings
  • Corporate treasury portfolios
  • Debt exposure breakdown
  • Return-based analytics
  • Risk-based analytics
  • Factor decomposition (value, growth, momentum, quality)
  • Active/passive deviation
  • Correlation matrix
  • Concentration & exposure maps

Compare portfolios across:

  • Sector drift
  • Active share
  • Return consistency
  • Rolling alpha & beta
  • Factor-adjusted performance

Use Cases by Client Type

Family Offices

Consolidated multi-adviser portfolio view

Corporate Treasury

Counterparty risk
Portfolio stability modelling

Academia

Teaching modern portfolio theory using India-focused datasets

Mutual Funds & AMCs

Peer comparison
Factor exposure analysis
Performance attribution
Fund positioning

Wealth Managers

Fund selection
Risk alignment to client profile

PMS / AIF Managers

Portfolio construction
Risk diagnostics
Position-level forensic checks

Features

Take Smarter, Faster, Data-Driven Decisions

Experience real-time credit intelligence and predictive financial analytics.

Contact Us