HybridAggressive AllocationVery High Risk
Direct
NAV (01-Jul-25)
Returns (Since Inception)
Fund Size
₹2,749 Cr
Expense Ratio
0.39%
ISIN
INF754K01CE0
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+10.29%
+6.66% (Cat Avg.)
3 Years
+23.65%
+18.98% (Cat Avg.)
5 Years
+23.80%
+20.48% (Cat Avg.)
10 Years
+14.22%
+13.83% (Cat Avg.)
Since Inception
+15.09%
— (Cat Avg.)
Equity | ₹2,085.09 Cr | 75.84% |
Debt | ₹465.22 Cr | 16.92% |
Others | ₹199.04 Cr | 7.24% |
All Holdings
Equity
Debt & Others
Name | Type | Amount | Holdings |
---|---|---|---|
National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹190.77 Cr | 6.94% |
ICICI Bank Ltd | Equity | ₹176.22 Cr | 6.41% |
HDFC Bank Ltd | Equity | ₹135.97 Cr | 4.95% |
Edelweiss Liquid Dir Gr | Mutual Fund - Open End | ₹101.35 Cr | 3.69% |
Clearing Corporation Of India Ltd. | Cash - Repurchase Agreement | ₹84.9 Cr | 3.09% |
6.54% Govt Stock 2032 | Bond - Gov't/Treasury | ₹76.84 Cr | 2.79% |
Hdb Financial Services Limited | Bond - Corporate Bond | ₹75.49 Cr | 2.75% |
State Bank of India | Equity | ₹67.28 Cr | 2.45% |
Bharti Airtel Ltd | Equity | ₹61.96 Cr | 2.25% |
Reliance Industries Ltd | Equity | ₹59.24 Cr | 2.15% |
Infosys Ltd | Equity | ₹58.3 Cr | 2.12% |
Sun Pharmaceuticals Industries Ltd | Equity | ₹57.54 Cr | 2.09% |
Bajaj Finance Ltd | Equity | ₹51.47 Cr | 1.87% |
NTPC Ltd | Equity | ₹49.9 Cr | 1.82% |
KFin Technologies Ltd | Equity | ₹49.74 Cr | 1.81% |
Maruti Suzuki India Ltd | Equity | ₹49.23 Cr | 1.79% |
Axis Bank Ltd | Equity | ₹49.04 Cr | 1.78% |
Larsen & Toubro Ltd | Equity | ₹40.44 Cr | 1.47% |
HCL Technologies Ltd | Equity | ₹39.23 Cr | 1.43% |
Solar Industries India Ltd | Equity | ₹37.61 Cr | 1.37% |
7.1% Govt Stock 2029 | Bond - Gov't/Treasury | ₹36.53 Cr | 1.33% |
Bharat Electronics Ltd | Equity | ₹33.84 Cr | 1.23% |
ITC Ltd | Equity | ₹32.2 Cr | 1.17% |
Tata Consultancy Services Ltd | Equity | ₹30.94 Cr | 1.13% |
Kotak Mahindra Bank Ltd | Equity | ₹29.32 Cr | 1.07% |
InterGlobe Aviation Ltd | Equity | ₹28.6 Cr | 1.04% |
Bajaj Finserv Ltd | Equity | ₹27.9 Cr | 1.01% |
Glenmark Pharmaceuticals Ltd | Equity | ₹26.23 Cr | 0.95% |
Cash Offset For Derivatives | Cash - General Offset | ₹-25.75 Cr | 0.94% |
Divi's Laboratories Ltd | Equity | ₹25.53 Cr | 0.93% |
Aditya Birla Housing Finance Limited | Bond - Corporate Bond | ₹25.51 Cr | 0.93% |
Small Industries Development Bank Of India | Bond - Corporate Bond | ₹25.13 Cr | 0.91% |
Apollo Hospitals Enterprise Ltd | Equity | ₹25.12 Cr | 0.91% |
Muthoot Finance Ltd | Equity | ₹24.83 Cr | 0.90% |
Coromandel International Ltd | Equity | ₹23.52 Cr | 0.86% |
Avenue Supermarts Ltd | Equity | ₹23.36 Cr | 0.85% |
HDFC Life Insurance Co Ltd | Equity | ₹22.56 Cr | 0.82% |
Blue Star Ltd | Equity | ₹21.75 Cr | 0.79% |
Dixon Technologies (India) Ltd | Equity | ₹21.58 Cr | 0.78% |
Lupin Ltd | Equity | ₹20.72 Cr | 0.75% |
Edelweiss CRISIL IBX AAABdNBFCHFC627DrGr | Mutual Fund - Open End | ₹20.7 Cr | 0.75% |
National Housing Bank | Bond - Corporate Bond | ₹20.04 Cr | 0.73% |
BSE Ltd | Equity | ₹19.41 Cr | 0.71% |
UNO Minda Ltd | Equity | ₹18.87 Cr | 0.69% |
Hitachi Energy India Ltd Ordinary Shares | Equity | ₹18.85 Cr | 0.69% |
Suzlon Energy Ltd | Equity | ₹18.43 Cr | 0.67% |
Mazagon Dock Shipbuilders Ltd | Equity | ₹18.06 Cr | 0.66% |
Granules India Ltd | Equity | ₹17.77 Cr | 0.65% |
Ashok Leyland Ltd | Equity | ₹17.22 Cr | 0.63% |
Pidilite Industries Ltd | Equity | ₹17.04 Cr | 0.62% |
MRF Ltd | Equity | ₹16.94 Cr | 0.62% |
Union Bank of India | Equity | ₹16.88 Cr | 0.61% |
Trent Ltd | Equity | ₹16.82 Cr | 0.61% |
Marico Ltd | Equity | ₹16.59 Cr | 0.60% |
Oil & Natural Gas Corp Ltd | Equity | ₹16.53 Cr | 0.60% |
United Spirits Ltd | Equity | ₹16.15 Cr | 0.59% |
Voltas Ltd | Equity | ₹15.82 Cr | 0.58% |
EdelweissCRISILIBXAAAFnclSvcsJn28DrGr | Mutual Fund - Open End | ₹15.79 Cr | 0.57% |
UltraTech Cement Ltd | Equity | ₹15.58 Cr | 0.57% |
PG Electroplast Ltd | Equity | ₹15.43 Cr | 0.56% |
Balkrishna Industries Ltd | Equity | ₹15.4 Cr | 0.56% |
Accrued Interest | Cash - Repurchase Agreement | ₹15.16 Cr | 0.55% |
TVS Motor Co Ltd | Equity | ₹15.13 Cr | 0.55% |
Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹15.04 Cr | 0.55% |
Minda Corp Ltd | Equity | ₹14.97 Cr | 0.54% |
Mahindra & Mahindra Ltd | Equity | ₹14.85 Cr | 0.54% |
Indraprastha Gas Ltd | Equity | ₹13.69 Cr | 0.50% |
Fortis Healthcare Ltd | Equity | ₹13.45 Cr | 0.49% |
Torrent Pharmaceuticals Ltd | Equity | ₹13.16 Cr | 0.48% |
Kaynes Technology India Ltd | Equity | ₹13.06 Cr | 0.47% |
Bharti Airtel Ltd (Partly Paid Rs.1.25) | Equity | ₹12.62 Cr | 0.46% |
Hindustan Unilever Ltd | Equity | ₹12.48 Cr | 0.45% |
Mahanagar Gas Ltd | Equity | ₹12.09 Cr | 0.44% |
CCL Products (India) Ltd | Equity | ₹11.37 Cr | 0.41% |
Power Grid Corp Of India Ltd | Equity | ₹11.27 Cr | 0.41% |
Belrise Industries Ltd | Equity | ₹11.22 Cr | 0.41% |
Hindalco Industries Ltd | Equity | ₹11.06 Cr | 0.40% |
Home First Finance Co India Ltd --- | Equity | ₹11 Cr | 0.40% |
Dr Agarwal’s Health Care Ltd | Equity | ₹10.95 Cr | 0.40% |
Abbott India Ltd | Equity | ₹10.86 Cr | 0.40% |
Tata Steel Ltd | Equity | ₹10.83 Cr | 0.39% |
Shree Cement Ltd.26/06/2025 | Equity - Future | ₹10.49 Cr | 0.38% |
Cholamandalam Financial Holdings Ltd | Equity | ₹10.35 Cr | 0.38% |
Sjvn Ltd.26/06/2025 | Equity - Future | ₹10.01 Cr | 0.36% |
Awfis Space Solutions Ltd | Equity | ₹9.87 Cr | 0.36% |
National Aluminium Co Ltd | Equity | ₹9.48 Cr | 0.34% |
Eicher Motors Ltd | Equity | ₹9.31 Cr | 0.34% |
Indus Towers Ltd Ordinary Shares | Equity | ₹9.21 Cr | 0.34% |
Inventurus Knowledge Solutions Ltd | Equity | ₹9.13 Cr | 0.33% |
Jyoti CNC Automation Ltd | Equity | ₹9.07 Cr | 0.33% |
Godrej Properties Ltd | Equity | ₹8.98 Cr | 0.33% |
Craftsman Automation Ltd | Equity | ₹8.79 Cr | 0.32% |
Bansal Wire Industries Ltd | Equity | ₹7.57 Cr | 0.28% |
TBO Tek Ltd | Equity | ₹6.81 Cr | 0.25% |
Shree Cement Ltd | Equity | ₹5.18 Cr | 0.19% |
Cera Sanitaryware Ltd | Equity | ₹4.88 Cr | 0.18% |
Bse Ltd.26/06/2025 | Equity - Future | ₹4.83 Cr | 0.18% |
Edelweiss Nifty 50 Index Dir Gr | Mutual Fund - Open End | ₹2.36 Cr | 0.09% |
Net Receivables/(Payables) | Cash - Collateral | ₹1.79 Cr | 0.07% |
Kaynes Technology India Ltd.26/06/2025 | Equity - Future | ₹0.42 Cr | 0.02% |
Brookfield India Real Estate Trust | Equity - REIT | ₹0.32 Cr | 0.01% |
SJVN Ltd | Equity | ₹0.03 Cr | 0.00% |
Large Cap Stocks
49.81%
Mid Cap Stocks
17.38%
Small Cap Stocks
6.90%
AAA
Equity Sector
Debt & Others
Sector | Amount | Holdings |
---|---|---|
Financial Services | ₹642.23 Cr | 23.36% |
Industrials | ₹249.1 Cr | 9.06% |
Healthcare | ₹230.47 Cr | 8.38% |
Technology | ₹215.22 Cr | 7.83% |
Consumer Cyclical | ₹214.13 Cr | 7.79% |
Basic Materials | ₹137.87 Cr | 5.01% |
Consumer Defensive | ₹112.14 Cr | 4.08% |
Utilities | ₹86.98 Cr | 3.16% |
Communication Services | ₹83.79 Cr | 3.05% |
Energy | ₹75.77 Cr | 2.76% |
Real Estate | ₹8.98 Cr | 0.33% |
Standard Deviation
This fund
10.02%
Cat. avg.
10.87%
Lower the better
Sharpe Ratio
This fund
1.53
Cat. avg.
0.88
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.48
Higher the better
Since October 2015
Since October 2021
Since July 2024
Since August 2024
ISIN INF754K01CE0 | Expense Ratio 0.39% | Exit Load 1.00% | Fund Size ₹2,749 Cr | Age 12 years 6 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark CRISIL Hybrid 35+65 - Agg TR INR |
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Total AUM
₹1,82,343 Cr
Address
J.P.Morgan Tower, Mumbai, 400 098
Your principal amount will be at Very High Risk
HybridAggressive AllocationVery High Risk
Direct
NAV (01-Jul-25)
Returns (Since Inception)
Fund Size
₹2,749 Cr
Expense Ratio
0.39%
ISIN
INF754K01CE0
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
Your principal amount will be at Very High Risk
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+10.29%
+6.66% (Cat Avg.)
3 Years
+23.65%
+18.98% (Cat Avg.)
5 Years
+23.80%
+20.48% (Cat Avg.)
10 Years
+14.22%
+13.83% (Cat Avg.)
Since Inception
+15.09%
— (Cat Avg.)
Equity | ₹2,085.09 Cr | 75.84% |
Debt | ₹465.22 Cr | 16.92% |
Others | ₹199.04 Cr | 7.24% |
All Holdings
Equity
Debt & Others
Name | Type | Amount | Holdings |
---|---|---|---|
National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹190.77 Cr | 6.94% |
ICICI Bank Ltd | Equity | ₹176.22 Cr | 6.41% |
HDFC Bank Ltd | Equity | ₹135.97 Cr | 4.95% |
Edelweiss Liquid Dir Gr | Mutual Fund - Open End | ₹101.35 Cr | 3.69% |
Clearing Corporation Of India Ltd. | Cash - Repurchase Agreement | ₹84.9 Cr | 3.09% |
6.54% Govt Stock 2032 | Bond - Gov't/Treasury | ₹76.84 Cr | 2.79% |
Hdb Financial Services Limited | Bond - Corporate Bond | ₹75.49 Cr | 2.75% |
State Bank of India | Equity | ₹67.28 Cr | 2.45% |
Bharti Airtel Ltd | Equity | ₹61.96 Cr | 2.25% |
Reliance Industries Ltd | Equity | ₹59.24 Cr | 2.15% |
Infosys Ltd | Equity | ₹58.3 Cr | 2.12% |
Sun Pharmaceuticals Industries Ltd | Equity | ₹57.54 Cr | 2.09% |
Bajaj Finance Ltd | Equity | ₹51.47 Cr | 1.87% |
NTPC Ltd | Equity | ₹49.9 Cr | 1.82% |
KFin Technologies Ltd | Equity | ₹49.74 Cr | 1.81% |
Maruti Suzuki India Ltd | Equity | ₹49.23 Cr | 1.79% |
Axis Bank Ltd | Equity | ₹49.04 Cr | 1.78% |
Larsen & Toubro Ltd | Equity | ₹40.44 Cr | 1.47% |
HCL Technologies Ltd | Equity | ₹39.23 Cr | 1.43% |
Solar Industries India Ltd | Equity | ₹37.61 Cr | 1.37% |
7.1% Govt Stock 2029 | Bond - Gov't/Treasury | ₹36.53 Cr | 1.33% |
Bharat Electronics Ltd | Equity | ₹33.84 Cr | 1.23% |
ITC Ltd | Equity | ₹32.2 Cr | 1.17% |
Tata Consultancy Services Ltd | Equity | ₹30.94 Cr | 1.13% |
Kotak Mahindra Bank Ltd | Equity | ₹29.32 Cr | 1.07% |
InterGlobe Aviation Ltd | Equity | ₹28.6 Cr | 1.04% |
Bajaj Finserv Ltd | Equity | ₹27.9 Cr | 1.01% |
Glenmark Pharmaceuticals Ltd | Equity | ₹26.23 Cr | 0.95% |
Cash Offset For Derivatives | Cash - General Offset | ₹-25.75 Cr | 0.94% |
Divi's Laboratories Ltd | Equity | ₹25.53 Cr | 0.93% |
Aditya Birla Housing Finance Limited | Bond - Corporate Bond | ₹25.51 Cr | 0.93% |
Small Industries Development Bank Of India | Bond - Corporate Bond | ₹25.13 Cr | 0.91% |
Apollo Hospitals Enterprise Ltd | Equity | ₹25.12 Cr | 0.91% |
Muthoot Finance Ltd | Equity | ₹24.83 Cr | 0.90% |
Coromandel International Ltd | Equity | ₹23.52 Cr | 0.86% |
Avenue Supermarts Ltd | Equity | ₹23.36 Cr | 0.85% |
HDFC Life Insurance Co Ltd | Equity | ₹22.56 Cr | 0.82% |
Blue Star Ltd | Equity | ₹21.75 Cr | 0.79% |
Dixon Technologies (India) Ltd | Equity | ₹21.58 Cr | 0.78% |
Lupin Ltd | Equity | ₹20.72 Cr | 0.75% |
Edelweiss CRISIL IBX AAABdNBFCHFC627DrGr | Mutual Fund - Open End | ₹20.7 Cr | 0.75% |
National Housing Bank | Bond - Corporate Bond | ₹20.04 Cr | 0.73% |
BSE Ltd | Equity | ₹19.41 Cr | 0.71% |
UNO Minda Ltd | Equity | ₹18.87 Cr | 0.69% |
Hitachi Energy India Ltd Ordinary Shares | Equity | ₹18.85 Cr | 0.69% |
Suzlon Energy Ltd | Equity | ₹18.43 Cr | 0.67% |
Mazagon Dock Shipbuilders Ltd | Equity | ₹18.06 Cr | 0.66% |
Granules India Ltd | Equity | ₹17.77 Cr | 0.65% |
Ashok Leyland Ltd | Equity | ₹17.22 Cr | 0.63% |
Pidilite Industries Ltd | Equity | ₹17.04 Cr | 0.62% |
MRF Ltd | Equity | ₹16.94 Cr | 0.62% |
Union Bank of India | Equity | ₹16.88 Cr | 0.61% |
Trent Ltd | Equity | ₹16.82 Cr | 0.61% |
Marico Ltd | Equity | ₹16.59 Cr | 0.60% |
Oil & Natural Gas Corp Ltd | Equity | ₹16.53 Cr | 0.60% |
United Spirits Ltd | Equity | ₹16.15 Cr | 0.59% |
Voltas Ltd | Equity | ₹15.82 Cr | 0.58% |
EdelweissCRISILIBXAAAFnclSvcsJn28DrGr | Mutual Fund - Open End | ₹15.79 Cr | 0.57% |
UltraTech Cement Ltd | Equity | ₹15.58 Cr | 0.57% |
PG Electroplast Ltd | Equity | ₹15.43 Cr | 0.56% |
Balkrishna Industries Ltd | Equity | ₹15.4 Cr | 0.56% |
Accrued Interest | Cash - Repurchase Agreement | ₹15.16 Cr | 0.55% |
TVS Motor Co Ltd | Equity | ₹15.13 Cr | 0.55% |
Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹15.04 Cr | 0.55% |
Minda Corp Ltd | Equity | ₹14.97 Cr | 0.54% |
Mahindra & Mahindra Ltd | Equity | ₹14.85 Cr | 0.54% |
Indraprastha Gas Ltd | Equity | ₹13.69 Cr | 0.50% |
Fortis Healthcare Ltd | Equity | ₹13.45 Cr | 0.49% |
Torrent Pharmaceuticals Ltd | Equity | ₹13.16 Cr | 0.48% |
Kaynes Technology India Ltd | Equity | ₹13.06 Cr | 0.47% |
Bharti Airtel Ltd (Partly Paid Rs.1.25) | Equity | ₹12.62 Cr | 0.46% |
Hindustan Unilever Ltd | Equity | ₹12.48 Cr | 0.45% |
Mahanagar Gas Ltd | Equity | ₹12.09 Cr | 0.44% |
CCL Products (India) Ltd | Equity | ₹11.37 Cr | 0.41% |
Power Grid Corp Of India Ltd | Equity | ₹11.27 Cr | 0.41% |
Belrise Industries Ltd | Equity | ₹11.22 Cr | 0.41% |
Hindalco Industries Ltd | Equity | ₹11.06 Cr | 0.40% |
Home First Finance Co India Ltd --- | Equity | ₹11 Cr | 0.40% |
Dr Agarwal’s Health Care Ltd | Equity | ₹10.95 Cr | 0.40% |
Abbott India Ltd | Equity | ₹10.86 Cr | 0.40% |
Tata Steel Ltd | Equity | ₹10.83 Cr | 0.39% |
Shree Cement Ltd.26/06/2025 | Equity - Future | ₹10.49 Cr | 0.38% |
Cholamandalam Financial Holdings Ltd | Equity | ₹10.35 Cr | 0.38% |
Sjvn Ltd.26/06/2025 | Equity - Future | ₹10.01 Cr | 0.36% |
Awfis Space Solutions Ltd | Equity | ₹9.87 Cr | 0.36% |
National Aluminium Co Ltd | Equity | ₹9.48 Cr | 0.34% |
Eicher Motors Ltd | Equity | ₹9.31 Cr | 0.34% |
Indus Towers Ltd Ordinary Shares | Equity | ₹9.21 Cr | 0.34% |
Inventurus Knowledge Solutions Ltd | Equity | ₹9.13 Cr | 0.33% |
Jyoti CNC Automation Ltd | Equity | ₹9.07 Cr | 0.33% |
Godrej Properties Ltd | Equity | ₹8.98 Cr | 0.33% |
Craftsman Automation Ltd | Equity | ₹8.79 Cr | 0.32% |
Bansal Wire Industries Ltd | Equity | ₹7.57 Cr | 0.28% |
TBO Tek Ltd | Equity | ₹6.81 Cr | 0.25% |
Shree Cement Ltd | Equity | ₹5.18 Cr | 0.19% |
Cera Sanitaryware Ltd | Equity | ₹4.88 Cr | 0.18% |
Bse Ltd.26/06/2025 | Equity - Future | ₹4.83 Cr | 0.18% |
Edelweiss Nifty 50 Index Dir Gr | Mutual Fund - Open End | ₹2.36 Cr | 0.09% |
Net Receivables/(Payables) | Cash - Collateral | ₹1.79 Cr | 0.07% |
Kaynes Technology India Ltd.26/06/2025 | Equity - Future | ₹0.42 Cr | 0.02% |
Brookfield India Real Estate Trust | Equity - REIT | ₹0.32 Cr | 0.01% |
SJVN Ltd | Equity | ₹0.03 Cr | 0.00% |
Large Cap Stocks
49.81%
Mid Cap Stocks
17.38%
Small Cap Stocks
6.90%
AAA
Equity Sector
Debt & Others
Sector | Amount | Holdings |
---|---|---|
Financial Services | ₹642.23 Cr | 23.36% |
Industrials | ₹249.1 Cr | 9.06% |
Healthcare | ₹230.47 Cr | 8.38% |
Technology | ₹215.22 Cr | 7.83% |
Consumer Cyclical | ₹214.13 Cr | 7.79% |
Basic Materials | ₹137.87 Cr | 5.01% |
Consumer Defensive | ₹112.14 Cr | 4.08% |
Utilities | ₹86.98 Cr | 3.16% |
Communication Services | ₹83.79 Cr | 3.05% |
Energy | ₹75.77 Cr | 2.76% |
Real Estate | ₹8.98 Cr | 0.33% |
Standard Deviation
This fund
10.02%
Cat. avg.
10.87%
Lower the better
Sharpe Ratio
This fund
1.53
Cat. avg.
0.88
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.48
Higher the better
Since October 2015
Since October 2021
Since July 2024
Since August 2024
ISIN INF754K01CE0 | Expense Ratio 0.39% | Exit Load 1.00% | Fund Size ₹2,749 Cr | Age 12 years 6 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark CRISIL Hybrid 35+65 - Agg TR INR |
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Total AUM
₹1,82,343 Cr
Address
J.P.Morgan Tower, Mumbai, 400 098
Get your portfolio reviewed by experts
Download Wealth Monitor App
Track and monitor all
your investments