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The next main section is Analysis. It’s further divided into three categories.
We’ll be starting with the Key Talking Points. As you can see from the image, we cover the positive, negative, and neutral points in this. For each point, if you want more details about a particular Key Point (say Relatively low expense ratio), just click on that point and details will appear like this:
Next in this section is Equity Insights
If you are analyzing an equity fund, equity insights are crucial. They are further divided into 3 sections: Style analysis, Red flags in stocks, and Detailed equity insights.
Style analysis provides sharpely value, momentum, quality, and QVM score. These scores are calculated based on the proprietary algorithm of sharpely. They give you insight into which kinds of stocks are picked by the fund manager.
Equity insights in mutual funds also list all the red-flag stocks that the fund has invested in. We cover several red flags, like
You can find all the holdings of the mutual funds along with their weight in this section.
The last sub-section in this category is Debt Insights
If you are analyzing a debt fund, you can check all the debt insights on sharpely. As you can see below, debt insights are also divided into 3 categories: SEBI PRC matrix, YTM analysis, and instruments.
We’re sharing an image from a debt fund to explain this point better.
As you can see, it’s designed to give you insights into the debt fund at a quick glance. You can toggle through other sections to learn more about each of them.
That’s it for this article. In the next article, we’ll cover the ‘Performance’ section.