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Could you recommend some mutual funds focusing on corporate bonds like ICICI Bank that have low volatility and expense ratios? | {"reasoning": "This query seeks recommendations for mutual funds focusing on corporate bonds, specifically like ICICI Bank, with low volatility and expense ratios. The user is likely interested in stable returns and cost efficiency, given the focus on low volatility and expense ratios in the current market context.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/banks", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
I'm curious about ETFs in the financial sector with high yield and low drawdown, like those involving Axis Bank, especially for retirement planning. | {"reasoning": "The user is interested in ETFs within the financial sector that offer high yield and low drawdown, specifically involving Axis Bank, for retirement planning. This suggests a focus on stable income and risk management, important for retirement. Financial sector ETFs may provide growth and income opportunities.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/risk/drawdown", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Axis Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Are there any mutual funds focused on HDFC Bank in the capital markets sector with low risk-adjusted returns for income? | {"reasoning": "This query is looking for mutual funds focused on HDFC Bank in the capital markets sector with low risk-adjusted returns for income. The key elements are the specific company (HDFC Bank), sector (capital markets), attribute (risk-adjusted returns), qualifying criterion (low), and purpose (income).", "parsed_output": {"attributes": [{"node": "attribute/returns/risk_adjusted_returns", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/capital_markets", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Is HDFC Bank stock a good option for growth in the large-cap space, especially in investment banking and brokerage? | {"reasoning": "This query is looking for the growth potential of HDFC Bank stock in the large-cap space, focusing on sectors like investment banking and brokerage. The user is interested in evaluating the stock's suitability for growth within these specific sectors, which are often key drivers in large-cap performance.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/capital_markets/investment_banking_and_brokerage", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
Looking for mutual funds focused on ICICIBANK and KOTAKBANK with low volatility, under 15%, and over 50% exposure to diversified capital markets. | {"reasoning": "This query seeks mutual funds with a focus on ICICIBANK and KOTAKBANK, emphasizing low volatility under 15%. It also requires over 50% exposure to diversified capital markets. The investor likely aims to balance potential returns from these banks with stability and broad market exposure.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": null, "time": null, "quantifier": "<15%"}], "exposures": [{"node": "exposure/sector/financials/banks/banks/diversified_banks", "qualifier": "high", "quantifier": ">50%"}], "tickers": [{"name": "ICICI Bank"}, {"name": "Kotak Mahindra Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Can you recommend any mutual funds focused on ICICI Bank with high annualized returns in the financial sector? | {"reasoning": "This query seeks mutual funds focused on ICICI Bank with high annualized returns in the financial sector. The key elements are the specific ticker (ICICI Bank), the attribute (annualized returns), the qualifying criterion (high), and the asset class (mutual funds) within the sector (financial).", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Can you find an ETF like ICICI Prudential with a low expense ratio in the financial sector for tax harvesting? | {"reasoning": "This query is looking for an ETF similar to ICICI Prudential with a low expense ratio, specifically in the financial sector, for the purpose of tax harvesting. The investor is interested in minimizing costs while maintaining sector exposure, likely to offset capital gains with losses.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you tell me about portfolios with BAJFINANCE that have high risk-adjusted returns over 10% and include both equity and corporate bonds for income? | {"reasoning": "This query seeks portfolios including BAJFINANCE with high risk-adjusted returns over 10%, comprising both equity and corporate bonds. The focus is on a specific ticker (BAJFINANCE), performance metric (risk-adjusted returns), threshold (over 10%), and asset types (equity and corporate bonds) for income diversification.", "parsed_output": {"attributes": [{"node": "attribute/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [], "tickers": [{"name": "Bajaj Finance"}], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/income"}]}} |
How does the medium volatility of SBI affect its suitability for a retirement-focused ETF? | {"reasoning": "This query examines how SBI's medium volatility impacts its suitability for a retirement-focused ETF. The key elements are the attribute (medium volatility), the specific ticker (SBI), and the investment vehicle (retirement-focused ETF). Investors may be interested in balancing growth and risk for long-term stability.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "medium", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "SBI"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
How's the 1-year moving average for HDFCBANK in ETFs with high exposure to diversified capital markets, above 60%, for retirement planning? | {"reasoning": "This query is looking for the 1-year moving average of a specific ticker (HDFCBANK) in ETFs with high exposure to diversified capital markets, specifically above 60%. The context is retirement planning, indicating a focus on long-term stability and growth. The key elements are the attribute (1-year moving average), the specific ticker (HDFCBANK), the asset type (ETFs), the exposure level (above 60%), and the context (retirement planning).", "parsed_output": {"attributes": [{"node": "attribute/price/moving_average", "qualifier": null, "time": "1-year", "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/capital_markets/diversified_capital_markets", "qualifier": "high", "quantifier": ">60%"}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you find a mutual fund with an expense ratio under 1% that focuses on large-cap financial services like HDFC Bank and ICICI Bank for growth? | {"reasoning": "This query seeks a mutual fund with an expense ratio under 1% that focuses on large-cap financial services for growth, specifically mentioning HDFC Bank and ICICI Bank. The user is interested in cost efficiency and sector-specific growth potential, reflecting a strategy to balance costs with targeted investment.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}, {"name": "ICICI Bank"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
How have Bajaj Finance and HDFC Bank equities performed in terms of annualized returns over the past 3 years, especially for those with over 8% return in the large cap fund category? | {"reasoning": "This query seeks annualized returns of Bajaj Finance and HDFC Bank equities over the past 3 years, focusing on those with over 8% returns in the large-cap fund category. The interest lies in assessing performance and comparing equities within a specific return threshold and market cap category.", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": null, "time": "past 3 years", "quantifier": ">8%"}, {"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Bajaj Finance"}, {"name": "HDFC Bank"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
How have BAJAJFINANCE and HDFCBANK performed in focused equity funds with high value exposure over the last 3 years? I'm looking for returns over 8%. | {"reasoning": "This query is looking for the performance of specific tickers (BAJAJFINANCE and HDFCBANK) in focused equity funds with high value exposure over the last 3 years. The key elements are the asset types (focused equity funds), the qualifying criterion (high value exposure), the time period (3 years), and the target return (over 8%).", "parsed_output": {"attributes": [{"node": "attribute/returns", "qualifier": null, "time": "3 years", "quantifier": ">8%"}], "exposures": [{"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bajaj Finance"}, {"name": "HDFC Bank"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/focused_fund"}], "vehicles": [], "objectives": []}} |
Are there any ETFs in the mid-cap financial sector with annualized returns over 15%, perhaps involving Kotak Mahindra Bank or Axis Bank? | {"reasoning": "This query is looking for ETFs in the mid-cap financial sector with annualized returns over 15%, possibly involving Kotak Mahindra Bank or Axis Bank. The key elements are the asset type (ETFs), sector (mid-cap financial), performance criteria (annualized returns over 15%), and specific tickers (Kotak Mahindra Bank, Axis Bank).", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">15%"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "mid_cap", "quantifier": null}], "tickers": [{"name": "Kotak Mahindra Bank"}, {"name": "Axis Bank"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
I'm interested in low volatility corporate bond funds with an expense ratio under 1%. How does ICICIBANK fit into this category for income? | {"reasoning": "The query is looking for corporate bond funds with low volatility and an expense ratio under 1%, focusing on income generation. The key elements include the specific asset type (corporate bond funds), the qualifying criteria (low volatility, expense ratio under 1%), and the ticker (ICICIBANK) to assess its fit for income.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [], "tickers": [{"name": "ICICI Bank"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/income"}]}} |
Can you suggest corporate bond mutual funds with a AAA credit rating, particularly those in consumer finance and value sectors like ICICI Bank? | {"reasoning": "This query seeks corporate bond mutual funds with a AAA credit rating, focusing on consumer finance and value sectors, with an interest in entities like ICICI Bank. The user is likely interested in high credit quality and sector-specific exposure, reflecting a preference for stability and sectoral growth potential.", "parsed_output": {"attributes": [{"node": "attribute/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/consumer_finance", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Bank"}], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/corporate_bond_fund"}], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Are there any ETFs with KOTAKBANK that offer high risk-adjusted returns over the last 5 years, especially with international exposure, for tax harvesting? | {"reasoning": "This query seeks ETFs including KOTAKBANK with high risk-adjusted returns over 5 years, focusing on international exposure for tax harvesting. Investors may be interested in optimizing returns while managing tax liabilities, and international exposure can offer diversification and potential growth.", "parsed_output": {"attributes": [{"node": "attribute/returns/risk_adjusted_returns", "qualifier": "high", "time": "5 years", "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Kotak Mahindra Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
I'm interested in portfolios with low drawdown risks, under 5%, focusing on conservative hybrid funds with exposure to consumer finance and real estate sectors. What do you suggest for Axis Bank and Kotak Mahindra Bank? | {"reasoning": "This query seeks portfolios with low drawdown risks, under 5%, focusing on conservative hybrid funds in consumer finance and real estate sectors. The user is interested in specific tickers (Axis Bank and Kotak Mahindra Bank), indicating a focus on stability and sector exposure for these banks.", "parsed_output": {"attributes": [{"node": "attribute/risk/drawdown", "qualifier": "low", "time": null, "quantifier": "<5%"}], "exposures": [{"node": "exposure/sector/financials/financial_services/consumer_finance/consumer_finance", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Axis Bank"}, {"name": "Kotak Mahindra Bank"}], "asset_types": [], "sebi": [{"node": "sebi_classification/hybrid_schemes/conservative_hybrid_fund"}], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
I'm looking for a low-volatility corporate bond portfolio in the financial services sector, maybe with SBI and Yes Bank, for retirement planning. Got any suggestions? | {"reasoning": "The query seeks a low-volatility corporate bond portfolio focused on the financial services sector, specifically mentioning SBI and Yes Bank, for retirement planning. The user is likely interested in stable income and reduced risk, crucial for retirement. Market context includes interest rate stability and creditworthiness of financial institutions.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI"}, {"name": "Yes Bank"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you find a large cap mutual fund with high risk-adjusted returns over 10% that's heavily into financial services and real estate, and maybe includes HDFC Bank? | {"reasoning": "This query seeks a large cap mutual fund with high risk-adjusted returns over 10%, focusing on financial services and real estate sectors, and possibly including HDFC Bank. The user is interested in a diversified sector exposure with a strong performance metric, likely aiming for stability and growth potential.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
I'm looking for a low volatility ETF with a strong uptrend that covers financial services and banks, perhaps something like ICICI Bank-related REITs? | {"reasoning": "This query seeks a low volatility ETF with a strong uptrend focused on financial services and banks, possibly related to ICICI Bank or similar REITs. The user may be interested in stability (low volatility) and growth (strong uptrend) within the financial sector, specifically related to ICICI Bank.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/trend/up_trend", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/banks", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
How's the cumulative return for a portfolio with high exposure to commercial mortgage finance and electric utilities, especially if it includes SBI, over the last 5 years? | {"reasoning": "This query seeks the cumulative return of a portfolio with high exposure to commercial mortgage finance and electric utilities, including SBI, over five years. The focus is on assessing performance in these sectors, considering SBI's influence, and understanding long-term trends and sector-specific dynamics.", "parsed_output": {"attributes": [{"node": "attribute/returns/cumulative_returns", "qualifier": null, "time": "5 years", "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/financial_services/commercial_and_residential_mortgage_finance", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities/utilities/electric_utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
Can you suggest mutual funds in the financial services sector with high risk-adjusted returns over 8%, also including HDFC Life Insurance for growth? | {"reasoning": "This query is looking for mutual funds in the financial services sector with high risk-adjusted returns over 8%, specifically including HDFC Life Insurance for growth. The key elements are the asset type (mutual funds), sector (financial services), performance criteria (risk-adjusted returns over 8%), and a specific ticker (HDFC Life Insurance) for growth.", "parsed_output": {"attributes": [{"node": "attribute/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": ">8%"}], "exposures": [{"node": "exposure/sector/financials/financial_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Life Insurance"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Is Bajaj Finserv a good large-cap stock option for high growth in the diversified financial services sector? | {"reasoning": "This query assesses Bajaj Finserv as a large-cap stock for high growth in the diversified financial services sector. The user is interested in growth potential and sector performance, focusing on large-cap stability and financial diversification benefits.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/financial_services/diversified_financial_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bajaj Finserv"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
Can you tell me about mutual funds with a market cap over 5000cr that hold HDFC Bank and focus on growth? | {"reasoning": "This query is looking for mutual funds with a market cap over 5000 crore that include HDFC Bank and focus on growth. The key elements are the asset type (mutual funds), specific holding (HDFC Bank), investment strategy (growth), and the qualifying market cap criterion (over 5000 crore).", "parsed_output": {"attributes": [{"node": "attribute/market_cap", "qualifier": null, "time": null, "quantifier": ">5000cr"}], "exposures": [], "tickers": [{"name": "HDFC Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
I'm looking for an ETF with a low expense ratio under 0.5%, focusing on specialized finance and including Kotak Mahindra Bank. Any corporate bond options? | {"reasoning": "The user seeks an ETF with a low expense ratio under 0.5% that focuses on specialized finance and includes Kotak Mahindra Bank. They are also interested in corporate bond options. This indicates a preference for cost-effective investment and exposure to both specialized finance and corporate bonds.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<0.5%"}], "exposures": [{"node": "exposure/sector/financials/financial_services/financial_services/specialized_finance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Kotak Mahindra Bank"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
I'm looking at a portfolio with ICICI Bank bonds. How does it perform internationally with medium volatility under 10%? | {"reasoning": "This query is analyzing a portfolio containing ICICI Bank bonds, focusing on its international performance with medium volatility under 10%. The key elements are the specific ticker (ICICI Bank), the attribute (performance), the qualifying criteria (international, medium volatility under 10%). The user may be interested in understanding risk and return in a global context.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "medium", "time": null, "quantifier": "<10%"}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
I'm interested in ICICI Bank's multi cap funds. Do they offer high annualized returns in the financial services sector? | {"reasoning": "This query is looking for ICICI Bank's multi cap funds with high annualized returns specifically in the financial services sector. The key elements are the specific ticker (ICICI Bank), the asset type (multi cap funds), the attribute (annualized returns), and the sector focus (financial services). The user is likely interested in sector-specific performance.", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Bank"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/multi_cap_fund"}], "vehicles": [], "objectives": []}} |
Is HDFC Bank a good large-cap stock for growth in the financial services sector, especially in transaction and payment processing? | {"reasoning": "This query is assessing HDFC Bank as a large-cap stock for growth, specifically in the financial services sector with a focus on transaction and payment processing. The user is interested in the growth potential of HDFC Bank in these areas, likely due to market trends favoring digital payments and financial technology advancements.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/financial_services/transaction_and_payment_processing_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
What are some medium-volatility options for a retirement portfolio that include specialized finance and REITs? | {"reasoning": "This query seeks medium-volatility investment options for a retirement portfolio, focusing on specialized finance and REITs. The user is likely interested in balancing risk and return, using these specific sectors to achieve diversification and potential growth suitable for long-term retirement goals.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "medium", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/financial_services/specialized_finance", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Could you find me an ETF with high risk-adjusted returns over 5%, especially in SBI and value sectors for retirement? | {"reasoning": "This query seeks an ETF with high risk-adjusted returns over 5%, focusing on SBI and value sectors, specifically for retirement. The key elements are the attribute (risk-adjusted returns), the qualifying threshold (over 5%), the specific sectors (SBI and value), and the investment purpose (retirement).", "parsed_output": {"attributes": [{"node": "attribute/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": ">5%"}], "exposures": [{"node": "exposure/ticker", "qualifier": null, "quantifier": null}, {"node": "exposure/factor/value", "qualifier": null, "quantifier": null}], "tickers": [{"name": "SBI"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Thinking about retirement, is HDFC Bank's corporate bond fund a low volatility option in the diversified financial services sector? | {"reasoning": "This query is looking for the volatility level of HDFC Bank's corporate bond fund, specifically if it is low. The key elements are the attribute (volatility), the qualifying criterion (low), the specific fund (HDFC Bank's corporate bond fund), and the sector (diversified financial services). The user is considering retirement planning, where low volatility is often preferred.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/capital_markets/diversified_capital_markets", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Are there any mutual funds focused on ICICI Bank that offer high risk-adjusted returns, considering both equity and bonds in the financial services sector? | {"reasoning": "This query is looking for mutual funds focused on ICICI Bank with high risk-adjusted returns, considering both equity and bonds in the financial services sector. The key elements are the specific ticker (ICICI Bank), the attribute (high risk-adjusted returns), and the asset types (equity and bonds) within a specific sector (financial services).", "parsed_output": {"attributes": [{"node": "attribute/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Bank"}], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds"}], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Can you recommend an ETF with a NAV of under 100 that includes SBI and is aligned with Nifty 50 for tax harvesting purposes? | {"reasoning": "This query seeks an ETF with a NAV under 100, includes SBI, and aligns with Nifty 50 for tax harvesting. The focus is on specific criteria: NAV, inclusion of SBI, alignment with Nifty 50, and tax efficiency, highlighting interest in cost-effective, diversified, and tax-optimized investment.", "parsed_output": {"attributes": [{"node": "attribute/price/nav", "qualifier": null, "time": null, "quantifier": "<100"}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Are there any mutual funds like HDFC Asset Management Co investing in real estate with high cumulative returns, say over 15%? | {"reasoning": "This query seeks mutual funds similar to HDFC Asset Management Co that invest in real estate and have high cumulative returns, specifically over 15%. The user is interested in both the investment sector (real estate) and performance metric (cumulative returns), indicating a focus on high-performing real estate funds.", "parsed_output": {"attributes": [{"node": "attribute/returns/cumulative_returns", "qualifier": "high", "time": null, "quantifier": ">15%"}], "exposures": [{"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Asset Mngt. Co"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Can you find stocks like HDFC Life or ICICI Lombard with low drawdown and high annualized returns in the insurance sector? I'm thinking about REITs or dividend yield funds. | {"reasoning": "This query seeks stocks similar to HDFC Life or ICICI Lombard in the insurance sector, with specific criteria of low drawdown and high annualized returns. The user is also considering REITs or dividend yield funds, indicating a focus on stable income and risk management.", "parsed_output": {"attributes": [{"node": "attribute/risk/drawdown", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Life Insurance"}, {"name": "ICICI Lombard Gen."}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [{"node": "sebi_classification/equity_schemes/dividend_yield_fund"}], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
Are there any mutual funds focusing on the insurance sector with low volatility, under 10%, that include SBI Life Insurance or ICICI Lombard Gen. and have a high value exposure? | {"reasoning": "This query seeks mutual funds focused on the insurance sector with specific criteria: low volatility under 10%, inclusion of SBI Life Insurance or ICICI Lombard Gen., and high value exposure. Interest in these criteria may stem from a desire for stable, value-focused investments within a specific industry, possibly for risk management and growth potential.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": "<10%"}], "exposures": [{"node": "exposure/sector/financials/insurance", "qualifier": "None", "quantifier": null}, {"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI Life Insuran"}, {"name": "ICICI Lombard Gen."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
How does the Bandhan Asset Allocation Fund Of Fund - Moderate Plan perform in terms of volatility, especially in mortgage REITs? | {"reasoning": "This query is looking for the performance of the Bandhan Asset Allocation Fund Of Fund - Moderate Plan in terms of volatility, with a focus on mortgage REITs. The key elements are the attribute (volatility), the specific fund (Bandhan Asset Allocation Fund Of Fund - Moderate Plan), and the asset type (mortgage REITs).", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/mortgage_real_estate_investment_trusts_reits/mortgage_reits", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bandhan Asset Allocation Fund Of Fund - Moderate Plan"}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [], "objectives": []}} |
Are there any large-cap mutual funds with high risk-adjusted returns and low expense ratios? Something like SBI Life, especially for international exposure with a retirement focus. | {"reasoning": "This query seeks large-cap mutual funds with high risk-adjusted returns and low expense ratios, similar to SBI Life. The investor is interested in international exposure and a retirement focus, indicating a preference for stable, long-term growth with cost efficiency and global diversification.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI Life Insuran"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you recommend an ETF that invests in HDFC Life Insurance, with a risk-adjusted return over 5% and high liquidity exposure, for growth or retirement purposes? | {"reasoning": "This query seeks an ETF investing in HDFC Life Insurance with specific criteria: a risk-adjusted return over 5%, high liquidity exposure, and suitable for growth or retirement purposes. The user is likely interested in balancing risk and potential returns with liquidity for long-term investment goals.", "parsed_output": {"attributes": [{"node": "attribute/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": ">5%"}], "exposures": [{"node": "exposure/factor/liquidity", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Life Insurance"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/growth"}, {"node": "objective/retirement"}]}} |
I'm curious about a portfolio focused on large-cap size and high dividends, maybe involving Max Financial. How does this align with gilt funds for tax harvesting? | {"reasoning": "This query is exploring the alignment of a portfolio focused on large-cap size and high dividends, potentially involving Max Financial, with gilt funds for tax harvesting. The user is interested in the asset types (large-cap, high dividends), specific ticker (Max Financial), and the strategy (tax harvesting using gilt funds).", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/fundamental/dividend", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Max Financial"}], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/gilt_fund"}], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Which portfolios include funds like ICICI Prudential Nifty 200 Momentum 30 Index Fund with AUM over 5000 cr, particularly focusing on corporate bonds? | {"reasoning": "This query seeks portfolios that include the specific fund (ICICI Prudential Nifty 200 Momentum 30 Index Fund) with a significant asset under management (AUM over 5000 cr) and a focus on corporate bonds. The interest lies in understanding the composition and size of portfolios emphasizing corporate bond investments.", "parsed_output": {"attributes": [{"node": "attribute/aum", "qualifier": null, "time": null, "quantifier": ">5000cr"}], "exposures": [{"node": "exposure/sector/financials/financial_services/capital_markets", "qualifier": null, "quantifier": null}], "tickers": [{"name": "ICICI Prudential Nifty 200 Momentum 30 Index Fund"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
I'm looking for a portfolio with an expense ratio under 0.5% that includes Reliance General Insurance and has high exposure to the Nifty 500. Could this help in tax harvesting? | {"reasoning": "This query is looking for a portfolio with a specific expense ratio, includes a specific ticker (Reliance General Insurance), and has high exposure to a specific index (Nifty 500). The user is interested in tax harvesting, which involves selling securities at a loss to offset capital gains for tax purposes.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<0.5%"}], "exposures": [{"node": "exposure/index/nifty_500", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Reliance General Insurance"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
I'm looking for ETFs like Sundaram Global Brand Fund with over 8% annualized returns in the last 3 years and high exposure to mortgage REITs. Can you help? | {"reasoning": "This query seeks ETFs similar to Sundaram Global Brand Fund with specific criteria: over 8% annualized returns in the last 3 years and high exposure to mortgage REITs. The user is likely interested in strong performance and sector exposure, possibly due to a favorable market view on mortgage REITs.", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": null, "time": "last 3 years", "quantifier": ">8%"}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/mortgage_reits", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Sundaram Global Brand Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
Are there any large-cap mutual funds like Axis Real Estate Fund focused on mortgage REITs for growth? | {"reasoning": "This query seeks large-cap mutual funds similar to Axis Real Estate Fund that focus on mortgage REITs for growth. The key elements are the asset type (large-cap mutual funds), the specific focus (mortgage REITs), and the investment goal (growth). This suggests interest in real estate sector performance.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/mortgage_reits", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Can you find me stocks like Mirae Asset Global REIT Fund with low volatility under 5% and high exposure to mortgage REITs for diversification? | {"reasoning": "This query is looking for stocks similar to the Mirae Asset Global REIT Fund with specific criteria: low volatility under 5% and high exposure to mortgage REITs. The user is interested in diversification and managing risk through low volatility and sector-specific exposure.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": "<5%"}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/mortgage_reits", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Mirae Asset Global REIT Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Is Bajaj Finserv stock a good choice for growth with annualized returns over 8% in the multi-line insurance sector? | {"reasoning": "This query is evaluating Bajaj Finserv stock for growth potential with a specific focus on annualized returns exceeding 8% in the multi-line insurance sector. The user is interested in growth attributes, specific return criteria, and the sector context, which suggests a focus on sector performance and company growth prospects.", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">8%"}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance/multi_line_insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bajaj Finserv"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
Are there any mutual funds focused on life and health insurance with low volatility? | {"reasoning": "This query is looking for mutual funds that focus on life and health insurance with low volatility. The key elements are the asset class (mutual funds), the sector focus (life and health insurance), and the qualifying criterion (low volatility). Investors may seek stability in these funds.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance/life_and_health_insurance", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Is Bajaj Finserv a good large-cap stock for growth, especially in the property and casualty insurance sector? | {"reasoning": "This query is looking for information on Bajaj Finserv as a large-cap stock for growth in the property and casualty insurance sector. The key elements are the specific ticker (Bajaj Finserv), the asset type (large-cap stock), the investment strategy (growth), and the sector focus (property and casualty insurance).", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance/property_and_casualty_insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bajaj Finserv"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
Are there any ICICI Prudential mutual funds with low volatility that focus on multi-line insurance for a steady income? | {"reasoning": "This query is looking for ICICI Prudential mutual funds with low volatility that focus on multi-line insurance for generating steady income. The key elements are the specific issuer (ICICI Prudential), the attribute (low volatility), the sector focus (multi-line insurance), and the investment objective (steady income).", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance/multi_line_insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
I'm looking at ICICI Lombard Gen. and SBI Life Insuran stocks. Do they have a high alpha of over 5% in the past 3 years, especially in the insurance sector? Also, how suitable are they for retirement planning? | {"reasoning": "This query examines the alpha of over 5% for ICICI Lombard Gen. and SBI Life Insuran in the past 3 years, focusing on the insurance sector. High alpha indicates superior performance relative to a benchmark. Suitability for retirement planning depends on consistent returns and risk factors in the insurance sector.", "parsed_output": {"attributes": [{"node": "attribute/returns/alpha", "qualifier": "high", "time": "past 3 years", "quantifier": ">5%"}], "exposures": [{"node": "exposure/sector/financials/insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Lombard Gen."}, {"name": "SBI Life Insuran"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you suggest ETFs in the life insurance sector with low risk-adjusted returns, especially including SBI Life Insurance? | {"reasoning": "This query is looking for ETFs in the life insurance sector, specifically including SBI Life Insurance, with low risk-adjusted returns. The key elements are the asset type (ETFs), specific sector (life insurance), specific ticker inclusion (SBI Life Insurance), and the qualifying criterion (low risk-adjusted returns).", "parsed_output": {"attributes": [{"node": "attribute/returns/risk_adjusted_returns", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance/life_and_health_insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI Life Insuran"}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
Which focused mutual funds, like ICICI Lombard Gen., have high annualized returns in the insurance sector? | {"reasoning": "This query is looking for focused mutual funds with high annualized returns in the insurance sector, similar to ICICI Lombard Gen. The key elements are the attribute (annualized returns), the qualifying criterion (high), the asset type (focused mutual funds), and the specific sector (insurance).", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Lombard Gen."}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/focused_fund"}], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
For Max Financial and HDFC Life Insurance, have their moving averages been below 500 in the last 6 months? I'm interested in mutual funds in the insurance and payment processing sectors, preferably focused on income. | {"reasoning": "This query is looking for moving averages for specific tickers (Max Financial and HDFC Life Insurance) over the last 6 months, and mutual funds in specific sectors (insurance and payment processing) with a focus on income. The user is interested in evaluating performance and potential income opportunities in these sectors.", "parsed_output": {"attributes": [{"node": "attribute/price/moving_average", "qualifier": null, "time": "last 6 months", "quantifier": "<500"}], "exposures": [{"node": "exposure/sector/financials/insurance", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/financial_services/financial_services/transaction_and_payment_processing_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Max Financial"}, {"name": "HDFC Life Insurance"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Are there any low volatility ETFs in the government bonds category for retirement, maybe something like HDFC Life Insurance? | {"reasoning": "This query is looking for low volatility ETFs in the government bonds category suitable for retirement, suggesting a focus on stability and income. The mention of HDFC Life Insurance indicates interest in well-established, reliable options, reflecting a preference for low-risk investments. The key elements are asset type (ETFs), category (government bonds), and purpose (retirement).", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you find me ETFs like HDFC Life Insurance with an expense ratio under 2% for retirement, especially in the multi-line insurance sector? | {"reasoning": "This query is looking for ETFs similar to HDFC Life Insurance with a specific criterion of an expense ratio under 2%. The focus is on the multi-line insurance sector, suitable for retirement. The user is interested in cost-effective investment options within a specific sector for retirement planning.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<2%"}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance/multi_line_insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Life Insurance"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Is Max Financial offering any stocks with a high yield, particularly in the life and health insurance sector? | {"reasoning": "This query is looking for stocks offered by Max Financial with a high yield in the life and health insurance sector. The key elements are the attribute (high yield), the specific ticker (Max Financial), and the industry focus (life and health insurance sector). Investors may seek high yield for income generation.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance/life_and_health_insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Max Financial"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
Are there any ETFs, particularly in corporate bonds, that involve LIC Housing Finance and Bajaj Finserv, with an AUM over 5000 crore, that are good for tax harvesting? | {"reasoning": "This query seeks ETFs focused on corporate bonds involving LIC Housing Finance and Bajaj Finserv, with an AUM over 5000 crore, suitable for tax harvesting. The investor may be interested in tax efficiency and exposure to these companies' corporate bonds, considering their potential stability and returns.", "parsed_output": {"attributes": [{"node": "attribute/aum", "qualifier": null, "time": null, "quantifier": ">5000cr"}], "exposures": [{"node": "exposure/sector/financials/financial_services/financial_services/commercial_and_residential_mortgage_finance", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/financial_services/financial_services/specialized_finance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "LIC Housing Finance"}, {"name": "Bajaj Finserv"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Is the Nippon India Pharma Fund's volatility really under 10% with a healthcare sector exposure over 30%? | {"reasoning": "This query is looking for the volatility of a specific mutual fund (Nippon India Pharma Fund) and its exposure to a particular sector (healthcare). The investor might be interested in understanding the risk level and sector allocation to assess the fund's suitability for their portfolio.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": null, "time": null, "quantifier": "<10%"}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": ">30%"}], "tickers": [{"name": "Nippon India Pharma Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Can you tell me about mutual funds with medium volatility in the healthcare sector, especially those focusing on healthcare equipment with over 30% exposure? I'm interested, particularly in Apollo Hospital Ent. as an equity option. | {"reasoning": "This query is looking for mutual funds with medium volatility in the healthcare sector, specifically focusing on healthcare equipment with over 30% exposure. The user is particularly interested in Apollo Hospital Ent. as an equity option, indicating a focus on healthcare investments with moderate risk and specific exposure.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "medium", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_equipment_and_supplies", "qualifier": "high", "quantifier": ">30%"}], "tickers": [{"name": "Apollo Hospital Ent."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Does the DSP Healthcare Fund offer annualized returns above 15% with more than 25% in healthcare investments? | {"reasoning": "This query is looking for the DSP Healthcare Fund's annualized returns and its allocation in healthcare investments. The key elements are the specific ticker (DSP Healthcare Fund), the attribute (annualized returns), the qualifying criterion (above 15%), and the allocation percentage (more than 25% in healthcare).", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">15%"}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": ">25%"}], "tickers": [{"name": "DSP Healthcare Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
I'm looking for a mutual fund with low volatility but high exposure to insurance and reinsurance, any suggestions involving ICICI Lombard Gen.? | {"reasoning": "The user seeks a mutual fund characterized by low volatility and high exposure to insurance and reinsurance sectors, specifically involving ICICI Lombard Gen. This suggests a preference for stability with targeted sector exposure, possibly due to perceived growth or stability in these industries.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance/reinsurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Lombard Gen."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Can you confirm if HDFC Pharma and Healthcare Fund has an expense ratio lower than 1% while maintaining over 20% exposure in healthcare? | {"reasoning": "This query is looking for confirmation of two criteria for HDFC Pharma and Healthcare Fund: an expense ratio lower than 1% and over 20% exposure in healthcare. The user is interested in cost efficiency and significant sector exposure, likely for evaluating cost-effectiveness and sector-focused investment strategy.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": ">20%"}], "tickers": [{"name": "HDFC Pharma and Healthcare Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Which ETFs with high risk-adjusted returns over the last 5 years have significant exposure in the healthcare sector, like Dr. Lal Pathlabs in small-cap equity schemes? | {"reasoning": "This query seeks ETFs with high risk-adjusted returns over the past 5 years, specifically targeting those with significant exposure in the healthcare sector. The mention of Dr. Lal Pathlabs suggests interest in small-cap healthcare equity schemes, indicating a preference for growth potential in specialized sectors.", "parsed_output": {"attributes": [{"node": "attribute/returns/risk_adjusted_returns", "qualifier": "high", "time": "last 5 years", "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Dr. Lal Pathlabs"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/small_cap_fund"}], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
What's the recent trend for Siemens Healthineers stocks in the last 3 months, particularly in the healthcare equipment sector with more than 30% exposure? | {"reasoning": "This query is looking for the recent trend of Siemens Healthineers stocks over the last 3 months, focusing on the healthcare equipment sector with significant exposure (over 30%). The user might be interested in understanding sector-specific performance and its impact on Siemens Healthineers' stock.", "parsed_output": {"attributes": [{"node": "attribute/trend", "qualifier": null, "time": "last 3 months", "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_equipment", "qualifier": "high", "quantifier": ">30%"}], "tickers": [{"name": "Siemens Healthineers"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Can you tell me which HDFC Life Insurance stocks have high dividends and are classified under dividend yield funds? | {"reasoning": "This query is looking for HDFC Life Insurance stocks with high dividends classified under dividend yield funds. The key elements are the attribute (high dividends), the classification (dividend yield funds), and the specific ticker (HDFC Life Insurance). The user may be interested in income-generating investments.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/dividend", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "HDFC Life Insurance"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/dividend_yield_fund"}], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/income"}]}} |
Can you recommend some mutual funds in the healthcare sector with an annualized return of over 10% in the last 3 years, especially ones with high exposure to Apollo and Max Healthcare? | {"reasoning": "This query seeks mutual funds in the healthcare sector with an annualized return of over 10% in the past 3 years, focusing on those with significant exposure to Apollo and Max Healthcare. The user is likely interested in strong performers with specific company exposure, reflecting a targeted investment strategy.", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": null, "time": "last 3 years", "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}, {"node": "exposure/ticker", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Apollo Hospital Ent."}, {"name": "Max Healthcare Inst"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Which ETFs focused on SBI Life Insuran offer high risk-adjusted returns, especially those classified as large-cap funds? | {"reasoning": "This query is looking for ETFs focused on SBI Life Insuran with high risk-adjusted returns, specifically those classified as large-cap funds. The key elements are the specific ticker (SBI Life Insuran), the attribute (risk-adjusted returns), the qualifying criterion (high), and the classification (large-cap).", "parsed_output": {"attributes": [{"node": "attribute/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "SBI Life Insuran"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
Are there any mid-cap ETFs focused on healthcare equipment with low volatility and high value exposure, like Laurus Labs? | {"reasoning": "This query is looking for mid-cap ETFs focused on healthcare equipment with low volatility and high value exposure, similar to Laurus Labs. The key elements are the asset class (ETFs), sector focus (healthcare equipment), market cap (mid-cap), and specific attributes (low volatility and high value exposure).", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Laurus Labs"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
I'm looking for mutual funds with low expense ratios, under 1%, that have significant exposure to Cipla and the Nifty 100, and also include government bonds for tax harvesting. | {"reasoning": "This query seeks mutual funds with low expense ratios under 1%, significant exposure to Cipla and the Nifty 100, and inclusion of government bonds for tax harvesting. The investor likely aims to minimize costs while diversifying across equities and bonds, focusing on specific stocks and indices for growth and stability.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/ticker", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_100", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Cipla"}], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Are there any mutual funds focusing on mid-cap pharma stocks like Cipla that are geared towards growth? | {"reasoning": "This query is looking for mutual funds focusing on mid-cap pharma stocks, specifically like Cipla, with a growth orientation. The key elements are the asset type (mutual funds), sector (pharma), company example (Cipla), market cap focus (mid-cap), and investment style (growth).", "parsed_output": {"attributes": [{"node": "attribute/style/size/mid_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/pharmaceuticals", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Cipla"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
How has the Nippon India Pharma Fund been performing in terms of high annualized returns over the last 5 years, especially in the health care tech sector with more than 20% exposure? | {"reasoning": "This query is looking for the performance of the Nippon India Pharma Fund in terms of high annualized returns over the last 5 years. The key elements are the attribute (high annualized returns), the qualifying time period (5 years), the specific fund (Nippon India Pharma Fund), and the sector exposure criterion (health care tech sector with more than 20% exposure).", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": "high", "time": "5 years", "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_technology", "qualifier": "high", "quantifier": ">20%"}], "tickers": [{"name": "Nippon India Pharma Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
How volatile is Sun Pharma Inds. stock compared to other mid-cap funds in the healthcare sector? | {"reasoning": "This query is looking for the volatility of a specific ticker (Sun Pharma Inds.) compared to other mid-cap funds in the healthcare sector. The key elements are the attribute (volatility), the specific ticker (Sun Pharma Inds.), the asset class (mid-cap funds), and the sector (healthcare).", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Sun Pharma Inds."}], "asset_types": [{"node": "attribute/style/size/mid_cap"}], "sebi": [], "vehicles": [], "objectives": []}} |
Can you suggest some low expense ratio ETFs in the healthcare sector that would be good for retirement planning? | {"reasoning": "This query is looking for ETFs with low expense ratios in the healthcare sector suitable for retirement planning. The key elements are the attribute (low expense ratio), the sector (healthcare), and the specific investment goal (retirement planning), indicating a preference for cost-effective and potentially stable growth options.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Are there any ETFs in the healthcare technology sector with annualized returns over 15%? I heard Apollo Hospital might be a good pick. | {"reasoning": "This query seeks ETFs in the healthcare technology sector with annualized returns over 15%. The user is interested in high-performing ETFs and mentions Apollo Hospital, possibly indicating interest in related equities. The focus is on the sector (healthcare technology) and performance criteria (annualized returns over 15%).", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">15%"}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Apollo Hospital Ent."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
I'm interested in Kotak Debt Hybrid Fund. What's its exposure like to small-cap stocks and the health care tech sector? Also, how volatile is it? | {"reasoning": "The query seeks information on Kotak Debt Hybrid Fund, focusing on its exposure to small-cap stocks and the health care tech sector, as well as its volatility. The user might be interested in understanding the fund's risk profile and sector allocation to assess its suitability for their investment strategy.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_technology", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/size/small_cap", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Kotak Debt Hybrid Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
I'm looking for a mutual fund in the healthcare tech sector with low volatility. How does Nippon India Pharma Fund fare? | {"reasoning": "The user is seeking a mutual fund in the healthcare tech sector with low volatility and is specifically interested in Nippon India Pharma Fund. They may be interested in the stability of returns in a high-growth sector. The query highlights the relationship between sector-specific growth and risk management through volatility.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Nippon India Pharma Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Does DSP Healthcare Fund offer a high quarterly dividend of over 2%? I'm curious about its exposure to health care tech and household products. | {"reasoning": "This query is looking for information on DSP Healthcare Fund's quarterly dividend and sector exposure. The key elements are the attribute (quarterly dividend over 2%), the specific fund (DSP Healthcare Fund), and its exposure to sectors (health care tech and household products). The user seeks high yield and sector insights.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/dividend", "qualifier": "high", "time": "quarterly", "quantifier": ">2%"}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_technology", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_staples/household_and_personal_products/household_products", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "DSP Healthcare Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Does Apollo Hospital Ent. mutual fund have annualized returns over 8% in the healthcare sector for the past 3 years? | {"reasoning": "This query is looking for annualized returns of a specific mutual fund (Apollo Hospital Ent.) over a specific percentage (8%) in a specific sector (healthcare) for a specific time period (past 3 years). The key elements are the attribute (annualized returns), the qualifying criterion (over 8%), and the specific sector (healthcare).", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": null, "time": "past 3 years", "quantifier": ">8%"}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Apollo Hospital Ent."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Can you tell me if the Icici Prudential Technology Fund offers a yield over 2%? I'm interested in high-yield bonds for tax harvesting. | {"reasoning": "This query is looking for yield information on the Icici Prudential Technology Fund, specifically if it exceeds 2%. The user is interested in high-yield bonds for tax harvesting, indicating a focus on tax efficiency and income generation. The context suggests a preference for investments with favorable tax implications.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield", "qualifier": null, "time": null, "quantifier": ">2%"}], "exposures": [], "tickers": [{"name": "ICICI Prudential Technology Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
What's the volatility for Max Healthcare Inst stock in the last 12 months, and is it under 15%? | {"reasoning": "This query is looking for the volatility of a specific ticker (Max Healthcare Inst) over the last 12 months and whether it is under 15%. The key elements are the attribute (volatility), the qualifying time period (12 months), the specific ticker (Max Healthcare Inst), and the threshold (15%).", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": null, "time": "last 12 months", "quantifier": "<15%"}], "exposures": [], "tickers": [{"name": "Max Healthcare Inst"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Are there any ETFs with a yield over 3% for HCG in October 2023 focused on healthcare providers and services? | {"reasoning": "This query is looking for ETFs with a yield over 3% for a specific ticker (HCG) in a specific time period (October 2023) focused on a specific sector (healthcare providers and services). The key elements are the attribute (yield), the qualifying criterion (over 3%), the specific ticker (HCG), and the specific sector (healthcare providers and services).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield", "qualifier": null, "time": "October 2023", "quantifier": ">3%"}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_providers_and_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HCG"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
I'm curious about the risk profile of Biocon in the biotechnology sector. Can you tell me about ETFs with high volatility, over 15%? | {"reasoning": "This query is looking for the risk profile of a specific ticker (Biocon) within the biotechnology sector and ETFs with high volatility. The key elements are the attribute (risk profile for Biocon, high volatility for ETFs), the qualifying criterion (over 15% for ETFs), and the specific sector (biotechnology).", "parsed_output": {"attributes": [{"node": "attribute/risk", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/biotechnology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Biocon"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
Can you tell me about the Biocon ETF with high annualized returns over 5 years, especially if it's focused on international biotech and growth? | {"reasoning": "This query is looking for an ETF related to Biocon with high annualized returns over the past 5 years, focusing on international biotech and growth. The key elements are the attribute (annualized returns), the qualifying time period (5 years), and the specific sector focus (international biotech and growth).", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": "high", "time": "5 years", "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/biotechnology/biotechnology", "qualifier": "high", "quantifier": null}, {"node": "exposure/region/international", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/growth", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Biocon"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
Looking for mutual funds in the healthcare sector, especially pharmaceuticals, that have had annualized returns over 10% in the last 5 years. Got anything with Sun Pharma or Dr. Reddy's? | {"reasoning": "This query seeks mutual funds in the healthcare sector, specifically pharmaceuticals, with annualized returns over 10% in the last 5 years. It mentions interest in Sun Pharma or Dr. Reddy's, indicating a focus on funds involved with these companies.", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": null, "time": "last 5 years", "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/pharmaceuticals", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Sun Pharma Inds."}, {"name": "Dr. Reddy's Lab"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Could you suggest some mutual funds like Sun Pharma that have high risk-adjusted returns over 3 years, focusing on biotech and financials? | {"reasoning": "This query seeks mutual funds similar to Sun Pharma with high risk-adjusted returns over 3 years, focusing on biotech and financials. The investor is interested in funds with proven performance in specific sectors, likely aiming to balance risk and return in industries with growth potential.", "parsed_output": {"attributes": [{"node": "attribute/returns/risk_adjusted_returns", "qualifier": "high", "time": "3 years", "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/biotechnology", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Sun Pharma Inds."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Looking for mutual funds with high annualized returns over 20% in the biotech sector. How's Sun Pharma doing in that space? | {"reasoning": "This query seeks mutual funds with high annualized returns over 20% in the biotech sector and also inquires about Sun Pharma's performance in the same space. The user is interested in high-performing funds and a specific company's performance in a sector known for growth and innovation.", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": ">20%"}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/biotechnology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Sun Pharma Inds."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Can you find me a mutual fund in the life sciences sector with high alpha returns over the last 3 years, low volatility, and more than 20% exposure, especially in technology, for a growth-oriented portfolio? | {"reasoning": "This query seeks a mutual fund in the life sciences sector with specific criteria: high alpha returns over 3 years, low volatility, and over 20% exposure in technology. The focus is on growth orientation, indicating interest in a balanced risk-reward profile within innovative industries.", "parsed_output": {"attributes": [{"node": "attribute/returns/alpha", "qualifier": "high", "time": "3 years", "quantifier": null}, {"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/life_sciences_tools_and_services", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": ">20%"}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Can you recommend any ETFs focusing on healthcare that have high yield and low volatility? Cipla would be a plus. | {"reasoning": "This query is looking for ETFs focusing on the sector (healthcare) with specific attributes (high yield and low volatility), and a preference for those including Cipla. The user might be interested in stable income with growth potential in healthcare, and Cipla's inclusion suggests a focus on Indian pharmaceutical exposure.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Cipla"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
What's the yield like for a portfolio with a mix of Cipla equity and bonds, especially focusing on growth and income? | {"reasoning": "This query is looking for the yield of a portfolio combining Cipla equity and bonds, with a focus on growth and income. The key elements are the asset types (equity and bonds), the specific ticker (Cipla), and the attributes (yield, growth, and income).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/returns", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/returns/alpha", "qualifier": null, "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Cipla"}], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/growth"}, {"node": "objective/income"}]}} |
I'm interested in Dr. Reddy's Lab. Are there any equity stocks with a high risk-adjusted return of 15% last year and an expense ratio under 1%? | {"reasoning": "This query seeks equity stocks with a high risk-adjusted return of 15% over the last year and an expense ratio under 1%, with interest in Dr. Reddy's Lab. The investor is likely focused on balancing returns with costs, possibly due to a specific interest in pharmaceutical or related sectors.", "parsed_output": {"attributes": [{"node": "attribute/returns/risk_adjusted_returns", "qualifier": "high", "time": "last year", "quantifier": "=15%"}, {"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [], "tickers": [{"name": "Dr. Reddy's Lab"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
What's the medium volatility like for Dr. Reddy's Lab in the biotech and IT services sectors over the past year? | {"reasoning": "This query is looking for the medium volatility of Dr. Reddy's Lab in the biotech and IT services sectors over the past year. The key elements are the attribute (medium volatility), the qualifying time period (1 year), the specific ticker (Dr. Reddy's Lab), and the sectors (biotech and IT services).", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "medium", "time": "past year", "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/biotechnology", "qualifier": null, "quantifier": null}, {"node": "exposure/sector/information_technology/software_and_services/it_services", "qualifier": null, "quantifier": null}], "tickers": [{"name": "Dr. Reddy's Lab"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
I'm interested in a portfolio with equities in pharmaceuticals like Divi's Lab or Aurobindo Pharma, where the NAV is currently over 100 and the volume has been high this month. | {"reasoning": "This query seeks a portfolio focused on equities in pharmaceuticals, specifically mentioning Divi's Lab and Aurobindo Pharma. The criteria include a net asset value (NAV) over 100 and high trading volume this month. The interest might stem from perceived growth opportunities in the pharmaceutical sector.", "parsed_output": {"attributes": [{"node": "attribute/price/nav", "qualifier": null, "time": null, "quantifier": ">100"}, {"node": "attribute/technical/volume", "qualifier": "high", "time": "this month", "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/pharmaceuticals", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Divi's Lab"}, {"name": "Aurobindo Pharma"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
What's a good bond portfolio for retirement, focusing on the life sciences sector with high style and low dividends over 3%? Also, include exposure to the Nifty 200. | {"reasoning": "This query seeks a bond portfolio suitable for retirement, emphasizing the life sciences sector, with high style and low dividends over 3%. It also requires exposure to the Nifty 200. The investor likely prioritizes sector-specific growth and stable income with a focus on a well-rounded index inclusion.", "parsed_output": {"attributes": [{"node": "attribute/style", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/fundamental/dividend", "qualifier": "low", "time": null, "quantifier": ">3%"}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/life_sciences_tools_and_services", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_200", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you find me an ETF that focuses on large-cap industrials like Larsen & Toubro, with a market cap over 50 billion and a growth objective? | {"reasoning": "This query is looking for an ETF focusing on large-cap industrials, specifically similar to Larsen & Toubro, with a market cap over 50 billion and a growth objective. The user seeks exposure to sizable industrial companies with potential for growth, indicating interest in stable yet expanding sectors.", "parsed_output": {"attributes": [{"node": "attribute/market_cap", "qualifier": null, "time": null, "quantifier": ">50 billion"}], "exposures": [{"node": "exposure/sector/industrials", "qualifier": null, "quantifier": null}], "tickers": [{"name": "Larsen & Toubro"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": [{"node": "objective/growth"}]}} |
How's Larsen & Toubro doing in terms of market cap over 5000cr, with high capital goods and low energy exposure? | {"reasoning": "This query is looking for the performance of Larsen & Toubro with a market cap over 5000 crore, high capital goods exposure, and low energy exposure. The user may be interested in assessing the company's size and sector-specific risk exposure for informed investment decisions.", "parsed_output": {"attributes": [{"node": "attribute/market_cap", "qualifier": null, "time": null, "quantifier": ">5000cr"}], "exposures": [{"node": "exposure/sector/industrials/capital_goods", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/energy", "qualifier": "low", "quantifier": null}], "tickers": [{"name": "Larsen & Toubro"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
I'm looking for a mutual fund with low volatility, heavily invested in the industrials sector and part of the Nifty 100, like Bharat Electronics. Any suggestions? | {"reasoning": "This query seeks a mutual fund with low volatility, a focus on the industrials sector, and inclusion in the Nifty 100 index, similar to Bharat Electronics. The investor likely desires stability (low volatility) with exposure to industrials, within a well-regarded index, indicating a balanced risk-reward approach.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/industrials", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_100", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bharat Electronics"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Can you recommend some mutual funds like Bharat Electronics and ABB India with a high yield over 5% and a focus on industrials? | {"reasoning": "This query seeks mutual funds similar to Bharat Electronics and ABB India, emphasizing industrials with a high yield over 5%. The user is interested in funds with specific sector exposure and an attractive yield, likely looking for income-generating investments in the industrial sector.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield", "qualifier": null, "time": null, "quantifier": ">5%"}], "exposures": [{"node": "exposure/sector/industrials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bharat Electronics"}, {"name": "ABB India"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/mutual_fund"}], "objectives": []}} |
Is Bajaj Auto offering high annualized returns, say over 12%, and is it suitable for tax harvesting in a focused fund with industrial exposure? | {"reasoning": "This query is looking for Bajaj Auto's annualized returns, specifically if they exceed 12%, and its suitability for tax harvesting. The key elements include the attribute (annualized returns), qualifying criterion (over 12%), specific ticker (Bajaj Auto), and asset type (focused fund with industrial exposure).", "parsed_output": {"attributes": [{"node": "attribute/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">12%"}], "exposures": [{"node": "exposure/sector/industrials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bajaj Auto"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/focused_fund"}], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Is there a good ETF for diversification with medium volatility under 20%, focused on Siemens in capital goods and construction materials? | {"reasoning": "This query is looking for an ETF with medium volatility under 20% that provides diversification and focuses on Siemens within the capital goods and construction materials sectors. The user is interested in balancing risk with exposure to specific sectors and a particular company, likely for strategic investment purposes.", "parsed_output": {"attributes": [{"node": "attribute/risk/volatility", "qualifier": null, "time": null, "quantifier": "<20%"}], "exposures": [{"node": "exposure/sector/industrials/capital_goods", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/materials/materials/construction_materials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Siemens"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/etf"}], "objectives": []}} |
Subsets and Splits