Too Many Mutual Funds. Not Enough Clarity?
Get a free Report Card of your mutual fund portfolio—
See what’s working, what’s not, and how to fix it.
Download Gulaq for Instant Portfolio Insights


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Get a clearer picture of your portfolio’s performance with key risk and return metrics tracked over 3 and 5 years.
From volatility indicators like standard deviation and tracking error, to risk-adjusted return measures such as the Sharpe Ratio and Information Ratio — this section helps you understand how efficiently your portfolio is generating returns for the risk taken.
Dive deeper into each holding’s individual risk and return contribution.
Understand how diversification across your mutual fund investments affects your overall portfolio risk. See your true underlying exposure—not just at the fund level, but all the way down to the securities within.
Break down your portfolio’s allocation with a multi-dimensional lens:
Asset Allocation – Track how your investments are spread across equity, debt, cash, and others.
Equity Style – See your tilt towards large, mid, or small caps, and whether your funds lean more toward growth or value investing.
Sectoral Exposure – Know how much you’re exposed to cyclical, sensitive, or defensive sectors.
Track your portfolio’s historical performance across different timeframes compared to relevant benchmarks.
Gain a high-level view of your holdings and see how they all come together to shape your portfolio’s long-term trajectory.
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ESTEE ADVISORS PRIVATE LIMITED • SEBI Registration No: INA000016463 | CIN: U65990GJ2019FTC115697 5th Floor, Tower A, PO5-01A, PO5-01B, PO5-01C, Gift City Complex, Block 51, Zone-5, Road 5E, Gift City, Gandhinagar, Gandhinagar, Gujarat, 382355
Estee Advisors Private Ltd. is one of the leading names in the quant-based investment management and execution service provider.
Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory.