Question 1

What are the various actions which I can take to improve my Equity Portfolio returns with the help of AxisDirect Research?

Accepted Answer

You don’t need to visit Research section regularly to compare your Portfolio against the Research Ideas.

You can simply check ‘Rationale that led to the recommendations’ sections under My Portfolio >Overview > Actionables page

In this section, you get the list of stock that you hold and have a potential upside of 10% or more based on our research:- On clicking on individual stock cards, you can view Research details like Target and Potential upside. You can increase your holdings in such stocks.

You also get the list Stocks you hold  that have a potential downside of 10% or more based on our Research. You can off-load such stocks.

You also get the list Stocks occupying >25% of your Equity Portfolio along with our recommendations to diversify your stake in such stocks.

Question 2

What is the ‘Actionables’ page all about?

Accepted Answer

This page presents analysis of your Portfolio in terms of

In Which stocks and schemes held by you, our Research has positive view and hence you can add more shares / units of those stocks / schemes to your Portfolio

In Which stocks and schemes held by you, our Research has negative view and hence you can switch to other options. It also gives you the other options

It also highlights the individual stocks / schemes occupying more than 25% of your portfolio. It also gives you diversification options against these individual options / schemes.

Question 3

What are the various actions which I can take to improve my MF Portfolio returns with the help of AxisDirect Research?

Accepted Answer

You don’t need to visit Research section regularly to compare your Portfolio against the Research Ideas.

You can simply check ‘Rationale that led to the recommendations’ sections under My Portfolio >Overview > Actionables page > Mutual Funds section

In this section, you get the list of schemes which you hold and also suggested by our Research desk Or rated 5 by Value Research. On clicking on individual scheme cards, you can view details like value research rating and fact-sheets (whichever is available).  You can increase your holdings in such stocks.

You also get the list of schemes which are not suggested by us and rated low by Value Research.  You can off-load such schemes.

You also get the list Stocks occupying >25% of your MF Portfolio along with our recommendations to diversify your stake in such schemes.

Question 4

Can I get guidance regarding my Portfolio based on AxisDirect Research in terms of which are the stocks I can buy more and which are the stocks from which I need to switch to other stocks to get good returns?

Accepted Answer

You can get such guidance at My Portfolio > Overview  > Actionable.

Or after login, visit  the url

https://simplehai.axisdirect.in/app/index.php/portfolio/actionable/index

This page presents analysis of your Portfolio in terms of

- In Which stocks and schemes held by you, our Research has positive view and hence you can add more shares / units of those stocks / schemes to your Portfolio

- In Which stocks and schemes held by you, our Research has negative view and hence you can switch to other options. It also gives you the other options

- It also highlights the individual stocks / schemes occupying more than 25% of your portfolio. It also gives you diversification options against these individual options / schemes.

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