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Does the SBI Fixed Maturity Plan Series 6 offer low drawdown risk, especially in utilities and real estate sectors for retirement planning? | {"reasoning": "This query is looking for the drawdown risk of a specific fund (SBI Fixed Maturity Plan Series 6) in the utilities and real estate sectors, with a focus on retirement planning. The user is interested in low risk to ensure stability and safety of investments in these sectors for retirement.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "low", "quantifier": null}, {"node": "exposure/sector/real_estate", "qualifier": "low", "quantifier": null}], "tickers": [{"name": "SBI Fixed Maturity Plan - Series 6 - 3668 Days"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
What's the inception date for corporate bond portfolios with high exposure to food products? I'm interested in income-focused options. | {"reasoning": "This query is looking for the inception date of corporate bond portfolios with high exposure to food products, with a focus on income. The key elements are the attribute (inception date), specific asset type (corporate bond), qualifying criteria (high exposure to food products), and investment style (income-focused).", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/date", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples/food_beverage_and_tobacco/food_products", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/income"}]}} |
What are some high-risk-adjusted return ETFs in the real estate sector that would be good for retirement planning? | {"reasoning": "This query is looking for ETFs in the real estate sector with high risk-adjusted returns suitable for retirement planning. The key elements are the asset type (ETFs), the sector (real estate), the attribute (high risk-adjusted returns), and the goal (retirement planning). Real estate ETFs can provide diversification and income potential, which are important for long-term retirement strategies.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
How does the Nippon India Credit Risk Fund perform in terms of high risk-adjusted returns around 5%, with low liquidity exposure under 20% for tax harvesting purposes? | {"reasoning": "This query is looking for the performance of a specific mutual fund (Nippon India Credit Risk Fund) in terms of high risk-adjusted returns around 5%, with low liquidity exposure under 20%, for tax harvesting purposes. The key elements are the attributes (risk-adjusted returns, liquidity exposure), the qualifying criteria (around 5%, under 20%), and the specific purpose (tax harvesting).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": "~5%"}], "exposures": [{"node": "exposure/factor/liquidity", "qualifier": "low", "quantifier": "<20%"}], "tickers": [{"name": "Nippon India Credit Risk Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
How can I achieve low volatility with a balanced hybrid fund investing in Kotak Mahindra Bank for diversification? | {"reasoning": "This query seeks to achieve low volatility using a balanced hybrid fund, specifically by investing in Kotak Mahindra Bank for diversification. The focus is on the strategy (balanced hybrid fund), the specific ticker (Kotak Mahindra Bank), and the desired attribute (low volatility).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Kotak Mahindra Bank"}], "asset_types": [], "sebi": [{"node": "sebi_classification/hybrid_schemes/balanced_hybrid_fund"}], "vehicles": [], "objectives": []}} |
What are some ETFs in the leisure products sector with an expense ratio under 1% and high exposure to the Nifty Midcap 150? | {"reasoning": "This query is looking for ETFs in the leisure products sector with specific criteria: an expense ratio under 1% and high exposure to the Nifty Midcap 150. The investor might be interested in minimizing costs while gaining exposure to midcap growth opportunities within a specific sector.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/index/nifty_midcap_150", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_discretionary/consumer_durables_and_apparel/leisure_products", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Are there any corporate bonds with a high credit rating and international exposure that would be good for tax harvesting? | {"reasoning": "This query seeks corporate bonds with a high credit rating and international exposure suitable for tax harvesting. The key elements are attributes (high credit rating, international exposure, tax harvesting suitability), and the specific asset type (corporate bonds). Investors may be interested in reducing tax liabilities while maintaining a diversified portfolio.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Which mutual funds in the Nifty 200 index, particularly in the consumer discretionary sector, have seen a high moving average over the past year with a focus on income objectives? | {"reasoning": "This query is looking for mutual funds within the Nifty 200 index, specifically in the consumer discretionary sector, with a high moving average over the past year. The focus is on funds with income objectives, indicating interest in steady returns. Market context includes sector performance and income-focused investment strategies.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": "high", "time": "past year", "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_200", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Are there any mutual funds with more than 50% exposure to information technology? | {"reasoning":"The query seeks mutual funds with significant technology sector allocation exceeding 50%, indicating high sector concentration.","parsed_output":{"attributes":[],"exposures":[{"node":"exposure/sector/information_technology","qualifier":null,"quantifier":">50%"}],"tickers":[],"asset_types":[],"sebi":[],"vehicles":[{"node":"vehicle/mutual_fund"}]}} |
Are there any ETFs focusing on office REITs with medium volatility and high credit ratings that also generate income? | {"reasoning": "This query is looking for ETFs focusing on office REITs with medium volatility and high credit ratings that also generate income. The key elements are the asset type (ETFs), sector focus (office REITs), risk attribute (medium volatility), credit quality (high ratings), and income generation capability.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "medium", "time": null, "quantifier": null}, {"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/office_reits", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
How does the expense ratio affect international gold mutual funds, especially those aimed at retirement? | {"reasoning": "This query is looking for how the expense ratio impacts international gold mutual funds, particularly those aimed at retirement. The key elements are the attribute (expense ratio), the asset type (international gold mutual funds), and the specific use case (retirement).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
I'm interested in a portfolio that includes high-priced corporate bonds from SBI, especially for income. Are there any over 500? | {"reasoning": "This query seeks high-priced corporate bonds from a specific issuer (SBI) for income generation. The key elements are the asset type (corporate bonds), the qualifying criterion (high-priced, over 500), the specific issuer (SBI), and the purpose (income). High-priced bonds may indicate strong credit quality or high demand.", "parsed_output": {"attributes": [{"node": "attribute/technical/price", "qualifier": null, "time": null, "quantifier": ">500"}], "exposures": [], "tickers": [{"name": "SBI"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/income"}]}} |
Can you explain how moving averages work for stocks in the oil and gas sector when used for gold hedging? | {"reasoning": "This query is looking for an explanation of moving averages for stocks in the oil and gas sector in the context of gold hedging. The key elements are the indicator (moving averages), specific sector (oil and gas), and the strategy (gold hedging).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/energy/energy/oil_gas_and_consumable_fuels", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
Can you recommend any large-cap mutual funds in the beverages sector with a market cap above 50 crores, like Coca-Cola, for generating income? | {"reasoning": "This query seeks large-cap mutual funds in the beverages sector with a market cap above 50 crores for income generation, similar to Coca-Cola. The user is interested in stable, income-generating investments, leveraging the beverages sector's potential for steady cash flows and large-cap stability.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/market_cap", "qualifier": null, "time": null, "quantifier": ">50cr"}], "exposures": [{"node": "exposure/sector/consumer_staples/food_beverage_and_tobacco/beverages", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Can you tell me about mutual funds focused on the financial sector with high exposure to banks and good cumulative returns? | {"reasoning": "This query is looking for mutual funds focused on the financial sector with high exposure to banks and good cumulative returns. The key elements are the asset type (mutual funds), sector focus (financial), exposure (banks), and the attribute (good cumulative returns). Investors may seek these for potential growth and sector-specific opportunities.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/banks", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Are there any high annualized return stocks in the IT sector, especially in tech hardware, with a value focus, like HCL Tech. in the large-cap equity category? | {"reasoning": "This query is looking for stocks with high annualized returns in the IT sector, specifically in tech hardware, with a value focus. The user is interested in stocks similar to HCL Tech in the large-cap equity category, indicating a preference for established companies with strong performance.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology/technology_hardware_and_equipment", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HCL Tech."}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
Can you give me insights on ITC's funds in the forest products sector with high credit rating and alpha, also linked to Nifty 200? | {"reasoning": "This query seeks insights on ITC's funds in the forest products sector with high credit rating and alpha, linked to Nifty 200. The key elements are the specific ticker (ITC), the sector (forest products), attributes (high credit rating and alpha), and the index linkage (Nifty 200).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/returns/alpha", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/materials/materials/paper_and_forest_products/paper_products", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_200", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ITC"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": []}} |
Can you check if ITC stocks have annualized returns of more than 10% in the value fund, with high exposure to tobacco and value factors? | {"reasoning": "This query is looking for annualized returns of ITC stocks in a value fund with specific criteria. The key elements are the attribute (annualized returns), the qualifying criterion (more than 10%), the specific ticker (ITC), and the exposure factors (tobacco and value). The user is interested in performance within these constraints.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/consumer_staples/food_beverage_and_tobacco/tobacco", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ITC"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/value_fund"}], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
Can you tell me the annualized returns of the SBI Banking and PSU Fund with its exposure to the Nifty 100 index? | {"reasoning": "This query seeks the annualized returns of the SBI Banking and PSU Fund, specifically focusing on its exposure to the Nifty 100 index. The key elements are the attribute (annualized returns), the specific fund (SBI Banking and PSU Fund), and its relationship with a benchmark index (Nifty 100).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_100", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI Banking and PSU Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Are there any mid-cap mutual funds like Honeywell Automation focusing on international industrials that have a moving average above 50? | {"reasoning": "This query seeks mid-cap mutual funds similar to Honeywell Automation, focusing on international industrials with a moving average above 50. The key elements are the asset class (mid-cap mutual funds), sector focus (international industrials), and the technical indicator (moving average above 50).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": null, "time": null, "quantifier": ">50"}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/industrials", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/mid_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you give me the risk-adjusted returns for HDFC Bank and ICICI Bank in the mid cap fund category, focusing on the consumer finance sector? | {"reasoning": "This query is looking for risk-adjusted returns for specific tickers (HDFC Bank, ICICI Bank) within the mid cap fund category, focusing on the consumer finance sector. The key elements are the attribute (risk-adjusted returns), the specific tickers, the asset class (mid cap fund), and the sector (consumer finance).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/consumer_finance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}, {"name": "ICICI Bank"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/mid_cap_fund"}], "vehicles": [], "objectives": []}} |
Can you suggest mutual funds that have had high annualized returns over 10% in the last 5 years and invest in SpiceJet with exposure to Nifty 500? | {"reasoning": "This query is looking for mutual funds with annualized returns over 10% in the last 5 years, investing in SpiceJet with exposure to Nifty 500. The key elements are the attribute (annualized returns), the qualifying criterion (over 10%), the qualifying time period (5 years), and specific tickers (SpiceJet, Nifty 500).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": "5 years", "quantifier": ">10%"}], "exposures": [{"node": "exposure/index/nifty_500", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SpiceJet"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you find mutual funds in the Nifty 100 or hotel sector with an expense ratio less than 1%? | {"reasoning": "This query is looking for mutual funds within the Nifty 100 index or the hotel sector with a specific attribute of having an expense ratio less than 1%. The user is likely interested in cost-efficient funds within these specific market segments, emphasizing low fees.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/index/nifty_100", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_discretionary/consumer_services/hotels_restaurants_and_leisure", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Are there any large cap mutual funds for Axis Bank, ICICI Bank, or Reliance Industries with costs under 1% and high Nifty 50 exposure? | {"reasoning": "This query is looking for large cap mutual funds associated with specific tickers (Axis Bank, ICICI Bank, Reliance Industries) that have costs under 1% and high exposure to Nifty 50. The investor is likely interested in cost-effective funds with significant market index exposure and specific company involvement.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/cost", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Axis Bank"}, {"name": "ICICI Bank"}, {"name": "Reliance Industries"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Are there any high cumulative return portfolios investing in Tata Steel for retirement purposes? | {"reasoning": "This query is looking for portfolios with high cumulative returns that include Tata Steel, specifically for retirement purposes. The key elements are the attribute (cumulative return), the qualifying criterion (high), the specific ticker (Tata Steel), and the investment goal (retirement).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Tata Steel"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Suggest some banking & PSU debt schemes. | {"reasoning":"The query looks for high-performing debt mutual funds specifically in the banking and PSU sector category.","parsed_output":{"attributes":[{"node":"attribute/technical/performance","qualifier":"high","time":null,"quantifier":null}],"exposures":[],"tickers":[],"asset_types":[],"sebi":[{"node":"sebi/debt_schemes/banking_&_psu"}],"vehicles":[{"node":"vehicle/mutual_fund"}]}} |
What's the volatility like for Reliance Industries in a children's investment portfolio focusing on education? | {"reasoning": "This query is looking for the volatility of a specific ticker (Reliance Industries) within the context of a children's investment portfolio focused on education. The key elements are the attribute (volatility), the specific ticker (Reliance Industries), and the context (children's education-focused portfolio).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Reliance Industries"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/education"}]}} |
What's the annualized return on municipal bond ETFs with high credit exposure for education purposes? | {"reasoning": "This query is looking for the annualized return on municipal bond ETFs with high credit exposure for education purposes. The key elements are the attribute (annualized return), the asset type (municipal bond ETFs), the qualifying criteria (high credit exposure), and the specific purpose (education).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/credit", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/municipal_bonds"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/education"}]}} |
I'm interested in a large-cap mutual fund like Britannia Inds. with high international exposure in food products. What's the income potential there? | {"reasoning": "This query seeks large-cap mutual funds similar to Britannia Inds., focusing on high international exposure in the food products sector. The investor is interested in understanding the income potential, likely due to growth opportunities in global markets and the stability typically associated with large-cap companies.", "parsed_output": {"attributes": [], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_staples/food_beverage_and_tobacco/food_products", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Britannia Inds"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Are there any large-cap mutual funds in Nifty 50 with a focus on growth? | {"reasoning": "This query is looking for large-cap mutual funds within the Nifty 50 index that focus on growth. The key elements are the asset type (mutual funds), the index (Nifty 50), the market cap category (large-cap), and the investment focus (growth). This suggests interest in stable yet growth-oriented investments.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Could you tell me about the risk-adjusted returns for a portfolio focused on real estate management and development, especially with REITs like DLF and Phoenix Mills for income? | {"reasoning": "This query is looking for risk-adjusted returns of a portfolio focused on real estate management and development, specifically using REITs like DLF and Phoenix Mills. The user is interested in the balance of risk and return, particularly in the context of income-generating real estate investments.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate/real_estate_management_and_development", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "DLF"}, {"name": "Phoenix Mills"}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/income"}]}} |
Are there any stocks in the banking sector with an expense ratio of less than 1% for tax harvesting purposes? | {"reasoning": "This query is looking for stocks in the banking sector with an expense ratio of less than 1% for tax harvesting purposes. The key elements are the sector (banking), the attribute (expense ratio), the qualifying criterion (less than 1%), and the purpose (tax harvesting).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/financials/banks", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
How has Piccadily Agro performed in the consumer discretionary sector? | {"reasoning":"The query seeks performance information for Piccadily Agro specifically within the context of the consumer discretionary sector.","parsed_output":{"attributes":[{"node":"attribute/technical/performance","qualifier":null,"time":null,"quantifier":null}],"exposures":[{"node":"exposure/sector/consumer_discretionary","qualifier":"high","quantifier":null}],"tickers":[{"name":"Piccadily Agro"}],"asset_types":[],"sebi":[],"vehicles":[]}} |
What's the moving average for Sobha and Godrej Properties in high exposure real estate sectors, considering mutual funds aimed at growth? | {"reasoning": "This query seeks the moving average of specific tickers (Sobha and Godrej Properties) within high exposure real estate sectors. The focus is on mutual funds aimed at growth, indicating an interest in understanding trends in these particular stocks. The user may be interested in growth opportunities in the real estate sector.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Sobha"}, {"name": "Godrej Properties"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Can you find ETFs that hold high Nifty 200 exposure and offer risk-adjusted returns above 5% in the banking and PSU debt schemes, suitable for tax harvesting? | {"reasoning": "This query is looking for ETFs with high Nifty 200 exposure and risk-adjusted returns above 5% in specific sectors (banking and PSU debt schemes). The user is interested in tax harvesting, suggesting a focus on tax-efficient investments. The key elements are the attributes (Nifty 200 exposure, risk-adjusted returns), the qualifying criteria (above 5%), and the sectors (banking, PSU debt schemes).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": ">5%"}], "exposures": [{"node": "exposure/index/nifty_200", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/banking_and_psu_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
What is section 80C? | {"reasoning":"The query seeks information about tax deduction benefits under Section 80C of the Income Tax Act.","parsed_output":{"attributes":[],"exposures":[],"tickers":[],"asset_types":[],"sebi":[],"vehicles":[]}} |
Looking for a portfolio with Mindspace Business Parks REIT that gives high annualized returns over 5 years, especially with a focus on real estate. Any multi-cap funds you recommend for retirement? | {"reasoning": "This query is looking for a portfolio including Mindspace Business Parks REIT with high annualized returns over 5 years, focusing on real estate, and multi-cap funds for retirement. The key elements are the specific ticker (Mindspace Business Parks REIT), attribute (high annualized returns), time period (5 years), asset type (real estate), and investment vehicle (multi-cap funds for retirement).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": "5 years", "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Mindspace Business Parks REIT"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/multi_cap_fund"}], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
How does the volatility of a portfolio with high exposure to REITs affect income generation? | {"reasoning": "This query is looking for the relationship between the volatility of a portfolio with high exposure to REITs and its impact on income generation. The key elements are the attribute (volatility), the specific asset type (REITs), and the impact on income generation. REITs can offer high yields but may also introduce volatility.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/income"}]}} |
What's the VWAP for Tech Mahindra in an IT sector equity portfolio aimed at retirement? | {"reasoning": "This query is looking for the VWAP of a specific ticker (Tech Mahindra) within an IT sector equity portfolio aimed at retirement. The key elements are the attribute (VWAP), the specific ticker (Tech Mahindra), and the context of the portfolio (IT sector, retirement-focused).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/vwap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Tech Mahindra"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
What's a good ETF in the mid-cap category with a medium NAV around 75 and low beta of 0.8, especially in the financials sector? | {"reasoning": "This query seeks an ETF in the mid-cap category with a medium NAV around 75 and low beta of 0.8, focusing on the financials sector. The investor likely wants moderate growth potential with reduced volatility, and sector-specific exposure to financials for targeted investment.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/nav", "qualifier": null, "time": null, "quantifier": "=75"}, {"node": "attribute/technical/beta", "qualifier": null, "time": null, "quantifier": "=0.8"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Can you recommend a small-cap fund focused on gold mining for growth? | {"reasoning": "This query is looking for a small-cap fund focused on gold mining with a growth objective. The key elements are the asset class (small-cap fund), the sector focus (gold mining), and the investment objective (growth). Investors might be interested in this for potential high returns in the gold sector.", "parsed_output": {"attributes": [], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining/gold", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/commodities/gold"}], "sebi": [{"node": "sebi_classification/equity_schemes/small_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Are there any sectoral thematic ETFs focusing on metals and mining, especially copper, with risk-adjusted returns over 5%? I'm considering JSW Steel and want something that balances income. | {"reasoning": "This query seeks sectoral thematic ETFs focused on metals and mining, particularly copper, with risk-adjusted returns over 5%. The user is interested in balancing income, indicating a preference for stable returns. Considering JSW Steel suggests interest in related industries, highlighting a focus on specific sectors.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": ">5%"}], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining/copper", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/materials/materials/metals_and_mining", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "JSW Steel"}], "asset_types": [], "sebi": [{"node": "sebi_classification/other/index_funds_etfs"}, {"node": "sebi_classification/equity_schemes/sectoral_thematic_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
Is there an ETF like Aditya Birla Sun Life Corporate Bond Fund with an expense ratio under 1% and high liquidity for tax harvesting? | {"reasoning": "The user is looking for an ETF similar to Aditya Birla Sun Life Corporate Bond Fund with specific criteria: an expense ratio under 1% and high liquidity for tax harvesting. They are likely interested in minimizing costs and ensuring ease of trading while optimizing their tax strategy.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}, {"node": "attribute/technical/liquidity", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
How can I build a retirement portfolio with a focus on mid-cap REITs and exposure to both paper products and consumer discretionary sectors? | {"reasoning": "This query seeks guidance on constructing a retirement portfolio with a focus on mid-cap REITs and exposure to paper products and consumer discretionary sectors. The investor may be interested in the growth potential of mid-cap REITs and diversification across specific sectors to balance risk and return.", "parsed_output": {"attributes": [], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/materials/materials/paper_and_forest_products/paper_products", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Which stocks in the tech sector have a beta higher than 1.2? | {"reasoning":"This query identifies technology sector stocks with higher market sensitivity, specifically those with beta above 1.2.","parsed_output":{"attributes":[{"node":"attribute/technical/beta","qualifier":null,"time":null,"quantifier":">1.2"}],"exposures":[{"node":"exposure/sector/information_technology","qualifier":"high","quantifier":null}],"tickers":[],"asset_types":[{"node":"asset_type/equity"}],"sebi":[],"vehicles":[{"node":"vehicle/stock"}]}} |
For starting a business, would investing in ETFs with low expense ratios and high exposure to financial sectors like ICICI Bank make sense? | {"reasoning": "This query is evaluating the suitability of investing in ETFs with low expense ratios and high exposure to financial sectors, such as ICICI Bank, for starting a business. The focus is on cost-efficiency and sector exposure, which may offer growth potential but also involves sector-specific risks.", "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 Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/start_business"}]}} |
Are there any healthcare sector ETFs under small-cap funds with a track record of less than 5 years? | {"reasoning": "This query seeks healthcare sector ETFs classified under small-cap funds with a track record of less than 5 years. The investor is interested in specific asset types (ETFs), sector focus (healthcare), market cap (small-cap), and performance history, indicating a search for newer investment opportunities.", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": "<5 years"}, {"node": "attribute/style/size/small_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Are there any ETFs focused on diversified metals and mining with annualized returns over 15% that include JSW Steel or Tata Steel? | {"reasoning": "This query seeks ETFs focused on diversified metals and mining with annualized returns over 15% that include JSW Steel or Tata Steel. The user is interested in high-performance ETFs in the metals and mining sector, specifically those including major steel companies, likely for their potential growth and stability.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">15%"}], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining/diversified_metals_and_mining", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "JSW Steel"}, {"name": "Tata Steel"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Are there any corporate bond portfolios with a focus on Nifty 50 that have high cumulative returns aimed at income generation? | {"reasoning": "This query is looking for corporate bond portfolios focused on the Nifty 50 index with high cumulative returns aimed at income generation. The key elements are the asset type (corporate bond portfolios), focus (Nifty 50), the attribute (high cumulative returns), and the objective (income generation).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/income"}]}} |
What's the expense ratio for a portfolio with West Coast Paper that invests in international markets and silver, but keeps costs low? | {"reasoning": "This query is looking for the expense ratio of a portfolio including West Coast Paper, investing in international markets and silver, with a focus on low costs. The key elements are the attribute (expense ratio), specific ticker (West Coast Paper), asset types (international markets, silver), and the qualifying criterion (low costs).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "low", "quantifier": null}], "tickers": [{"name": "West Coast Paper"}], "asset_types": [{"node": "asset_type/commodities/silver"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
Are there any corporate bonds from Steel Authority of India Ltd. with a high credit rating that focus on income? | {"reasoning": "This query is looking for corporate bonds from a specific issuer (Steel Authority of India Ltd.) with a high credit rating and a focus on income. The key elements are the asset class (corporate bonds), the issuer (Steel Authority of India Ltd.), the attribute (high credit rating), and the investment objective (income focus).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/income"}]}} |
Can you tell me about portfolios with high international media exposure that balance equities and bonds with good credit ratings? | {"reasoning": "This query seeks portfolios with high international media exposure that balance equities and bonds with good credit ratings. The key elements are the attribute (international media exposure), the asset types (equities and bonds), and the qualifying criteria (good credit ratings). It suggests interest in diversified portfolios with global reach and creditworthiness.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/communication_services/media_and_entertainment/media", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
Thinking about investing in a mutual fund with high large-cap exposure and strong risk-adjusted returns. How's the ICICI Prudential Global Stable Equity Fund (FOF) for a retirement plan, especially with a focus on Nifty 50 and IT sector? | {"reasoning": "This query is considering investing in a mutual fund with high large-cap exposure and strong risk-adjusted returns, specifically the ICICI Prudential Global Stable Equity Fund (FOF). The user is focused on a retirement plan with an emphasis on Nifty 50 and the IT sector, likely seeking stability and growth potential in these areas.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Global Stable Equity Fund (FOF)"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
What's the credit rating and expense ratio of high value exposure government bonds for income? | {"reasoning": "This query seeks the credit rating and expense ratio of government bonds with high value exposure for income. The key elements are the attributes (credit rating, expense ratio), the asset type (government bonds), the qualifying criterion (high value exposure), and the investment goal (income).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/income"}]}} |
How about Shipping Corpn. ETFs for income? I heard there's a strong uptrend in marine transportation. | {"reasoning": "This query is looking for ETFs related to Shipping Corpn. for income, considering a strong uptrend in marine transportation. The key elements are the asset type (ETFs), the company (Shipping Corpn.), the attribute (income), and the market trend (uptrend in marine transportation). This suggests interest in capitalizing on industry growth.", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/up_trend", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/industrials/transportation/marine_transportation", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Shipping Corpn."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
I'm looking for a stock like ICICI Lombard Gen. that has low volatility (<10%) but high annualized returns (>12%) over 5 years, with a strong focus on property and casualty insurance (>20%) in the financials sector, and also included in the Nifty 50. Any suggestions? | {"reasoning": "This query seeks a stock comparable to ICICI Lombard Gen. with specific criteria: low volatility (<10%), high annualized returns (>12%) over 5 years, a strong focus on property and casualty insurance (>20%) in the financials sector, and inclusion in the Nifty 50. These criteria indicate a preference for stable, high-performing stocks within a specific industry and index.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<10%"}, {"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": "5 years", "quantifier": ">12%"}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance/property_and_casualty_insurance", "qualifier": "high", "quantifier": ">20%"}, {"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Lombard Gen."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
Can you suggest some equity stocks in the air freight and logistics sector with annualized returns over 12% in the last 5 years? I'm interested in high growth focused funds. | {"reasoning": "This query seeks equity stocks in the air freight and logistics sector with annualized returns over 12% in the last 5 years, emphasizing high growth. The user is interested in high growth focused funds, indicating a preference for stocks with strong performance and potential for future growth in a specific industry.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": "last 5 years", "quantifier": ">12%"}], "exposures": [{"node": "exposure/sector/industrials/transportation/air_freight_and_logistics", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds"}, {"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
Could you find me some mutual funds with less than 10% volatility and high annualized returns above 8% over the last 5 years, in utilities and diversified banks sectors? I'm planning for retirement and prefer a mix of equity and corporate bonds. | {"reasoning": "The user is seeking mutual funds with specific criteria: low volatility (under 10%), high annualized returns (above 8%) over 5 years, and focused on utilities and diversified banks sectors. They prefer a mix of equity and corporate bonds, indicating a balanced approach suitable for retirement planning, aiming for stability and growth.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": "<10%"}, {"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": "5 years", "quantifier": ">8%"}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/banks/banks/diversified_banks", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
I'm looking for a portfolio with Wipro in the IT sector that has an expense ratio under 1% for income generation. Got any suggestions? | {"reasoning": "The user is seeking a portfolio including Wipro in the IT sector with a focus on income generation and an expense ratio under 1%. They are interested in balancing cost-efficiency with income potential, likely aiming for a cost-effective investment with steady returns in a specific sector.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Wipro"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/income"}]}} |
Do any multi-cap funds investing in Motherson Sumi Wirin have high cumulative returns? | {"reasoning": "This query is looking for multi-cap funds with high cumulative returns that invest in a specific ticker (Motherson Sumi Wirin). The key elements are the asset type (multi-cap funds), the attribute (cumulative returns), the qualifying criterion (high), and the specific ticker (Motherson Sumi Wirin).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Motherson Sumi Wirin"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/multi_cap_fund"}], "vehicles": [], "objectives": []}} |
I'm looking for ETFs in the Nifty 500 index with low volatility for growth. Got any recommendations? | {"reasoning": "The user seeks ETFs within the Nifty 500 index that exhibit low volatility, aiming for growth. They are interested in stable investment options that can offer growth potential without significant price fluctuations. The focus on low volatility suggests a preference for minimizing risk in a potentially volatile market.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_500", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
I'm looking for high credit rating government bonds for income purposes; any gilt funds in a portfolio you can recommend? | {"reasoning": "The user is seeking gilt funds with high credit rating government bonds for income generation. The key elements are asset type (government bonds), specific attribute (high credit rating), purpose (income), and investment vehicle (gilt funds). Gilt funds are known for safety and steady income, appealing to risk-averse investors.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [{"node": "sebi_classification/debt_schemes/gilt_fund"}], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/income"}]}} |
Can you point me to funds focusing on income and growth with annualized returns over 10% in the capital goods and utilities sectors? How does ABB India corporate bonds fare here? | {"reasoning": "This query seeks funds in the capital goods and utilities sectors with a focus on income and growth, specifically those with annualized returns over 10%. The user is also interested in how ABB India corporate bonds compare, possibly for diversification or risk assessment purposes. Current market conditions may influence fund performance and bond yields.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/industrials/capital_goods", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/income"}, {"node": "objective/growth"}]}} |
Are there any mutual funds focused on Cipla and Sun Pharma with over 30% in pharmaceuticals and high risk-adjusted returns above 5%? | {"reasoning": "This query seeks mutual funds focused on Cipla and Sun Pharma, with over 30% allocation in pharmaceuticals, and high risk-adjusted returns above 5%. The user is interested in sector-specific exposure, specifically in pharmaceuticals, with a performance measure of risk-adjusted returns, indicating a focus on both industry growth potential and return efficiency.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": ">5%"}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/pharmaceuticals", "qualifier": "high", "quantifier": ">30%"}], "tickers": [{"name": "Cipla"}, {"name": "Sun Pharma Inds."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you tell me if ICICI Prudential Child Care Fund has a low expense ratio, preferably under 1%, and is it focused on the education sector with high risk-adjusted returns? | {"reasoning": "This query seeks information on ICICI Prudential Child Care Fund with specific criteria: a low expense ratio (under 1%), focus on the education sector, and high risk-adjusted returns. The user is likely interested in efficient cost management, thematic investment in education, and strong performance relative to risk.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": "<1%"}, {"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary/consumer_services/diversified_consumer_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Child Care Fund (Gift Plan)"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Considering Bharti Airtel as a large-cap equity stock, how does it perform in terms of growth as an integrated telecom service? | {"reasoning": "This query is looking for the performance of Bharti Airtel, classified as a large-cap equity stock, in terms of growth as an integrated telecom service. The key elements are the specific ticker (Bharti Airtel), the attribute (growth), and the sector context (integrated telecom service). The user might be interested in understanding its market position and growth potential within the telecom industry.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/communication_services/telecommunication_services/integrated_telecommunication_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bharti Airtel"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
Are there any mutual funds focused on Interglobe Aviation with a high 50-day moving average over the last 3 months? | {"reasoning": "This query is looking for mutual funds focused on a specific ticker (Interglobe Aviation) with a high 50-day moving average over the last 3 months. The key elements are the attribute (50-day moving average), the qualifying criterion (high), the time period (3 months), and the specific ticker (Interglobe Aviation).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": "high", "time": "last 3 months", "quantifier": "50-day"}], "exposures": [], "tickers": [{"name": "Interglobe Aviation"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Could you tell me about ETFs in the IT sector with high volatility and annualized returns? | {"reasoning": "This query is looking for ETFs in the IT sector with high volatility and high annualized returns. The key elements are the asset type (ETFs), the sector (IT), and the attributes (high volatility and high annualized returns). The user may be interested in potential high-reward investments.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Looking for a mutual fund with a solid track record, over 10 years preferably, and high exposure in financial services like mortgage REITs, maybe with Kotak Mahindra Bank. Something that balances growth and income. | {"reasoning": "This query is looking for a mutual fund with a solid track record of over 10 years, high exposure in financial services, and possibly includes Kotak Mahindra Bank. The user is interested in balancing growth and income, indicating a preference for a stable yet growth-oriented investment strategy. Financial services, especially mortgage REITs, are currently attractive due to potential income generation.", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": ">10 years"}], "exposures": [{"node": "exposure/sector/financials/financial_services/mortgage_real_estate_investment_trusts_reits", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Kotak Mahindra Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}, {"node": "objective/income"}]}} |
I'm looking into mid-cap ETFs focused on the IT sector, like Infosys and Wipro, for a balanced retirement investment strategy. Any recommendations? | {"reasoning": "The user is interested in mid-cap ETFs within the IT sector, specifically mentioning Infosys and Wipro, for a balanced retirement strategy. They might be seeking growth potential with moderate risk. The IT sector's performance and the stability of established companies like Infosys and Wipro could be appealing for long-term growth.", "parsed_output": {"attributes": [], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Infosys"}, {"name": "Wipro"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Are Infosys and TCS stocks good for growth if I'm looking for annualized returns over 10% in the IT sector? | {"reasoning": "This query is evaluating Infosys and TCS stocks for growth potential, specifically seeking annualized returns over 10% within the IT sector. The focus is on specific tickers (Infosys, TCS), a qualifying criterion (annualized returns over 10%), and a specific sector (IT), indicating interest in high-growth tech investments.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Infosys"}, {"name": "TCS"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
I'm interested in mutual funds with a low expense ratio, preferably under 1%, that are heavy on insurance sector exposure. How does SBI Life Insurance stack up for a retirement plan? | {"reasoning": "This query seeks mutual funds with a low expense ratio, preferably under 1%, focusing on the insurance sector, and evaluates SBI Life Insurance for retirement planning. The user is interested in cost-effective funds with specific sector exposure and assessing a company's suitability for long-term investment.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/financials/insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI Life Insurance"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
What's the track record and volatility (less than 15%) of Motilal Oswal Liquid Fund, especially with high exposure to the energy sector for safety? | {"reasoning": "This query seeks the track record and volatility of Motilal Oswal Liquid Fund, with a specific interest in its exposure to the energy sector for safety. The key elements are the attributes (track record and volatility), the qualifying criterion (volatility less than 15%), and the specific fund (Motilal Oswal Liquid Fund).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<15%"}, {"node": "attribute/track_record", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/energy", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Motilal Oswal Liquid Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
What's the risk-adjusted return for BEML stocks in the aerospace and defense sector with a VWAP under 0.05% last year? | {"reasoning": "This query is looking for the risk-adjusted return of BEML stocks within the aerospace and defense sector, specifically with a VWAP under 0.05% over the last year. The user is interested in understanding the performance of these stocks relative to their risk, with a focus on particular market conditions.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/price/vwap", "qualifier": null, "time": "last year", "quantifier": "<0.05%"}], "exposures": [{"node": "exposure/sector/industrials/capital_goods/aerospace_and_defense", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "BEML"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
Can you find me an ETF like DSP World Gold Fund with a low expense ratio under 1% and high liquidity exposure above 40% for tax harvesting? | {"reasoning": "This query seeks an ETF similar to DSP World Gold Fund with specific criteria: a low expense ratio under 1%, high liquidity exposure above 40%, and suitable for tax harvesting. The user is likely interested in efficient cost management and liquidity for strategic tax purposes.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}, {"node": "exposure/factor/liquidity", "qualifier": null, "time": null, "quantifier": ">40%"}], "exposures": [], "tickers": [{"name": "DSP World Gold Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you suggest some large-cap stocks in the IT sector for growth? | {"reasoning": "This query is looking for large-cap stocks in the IT sector for growth. The key elements are the asset class (stocks), the specific sector (IT), the market capitalization category (large-cap), and the investment objective (growth). Investors may be interested in these criteria to capitalize on the stability and growth potential of established IT companies.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
Can you tell me about ETFs like Embassy Office Parks REIT that have a long track record, low volatility, and high exposure to real estate and banks? | {"reasoning": "This query is looking for ETFs similar to Embassy Office Parks REIT with a long track record, low volatility, and high exposure to real estate and banks. The user seeks stable investment options with specific sector exposure, likely for risk management and sector-specific growth opportunities.", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/banks", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Embassy Office Parks REIT"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
How does volatility affect the VWAP of electric utility stocks in the currency market, especially for tax harvesting purposes? | {"reasoning": "This query is looking for the relationship between volatility and VWAP of electric utility stocks in the currency market, with a focus on tax harvesting. The key elements are the attributes (volatility, VWAP), the specific asset type (electric utility stocks), and the context (currency market, tax harvesting).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/price/vwap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities/utilities/electric_utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Are there any ETFs with a NAV over 100 in the industrial REITs sector aiming for income? | {"reasoning": "This query is looking for ETFs with a net asset value (NAV) over 100 in the industrial REITs sector that aim for income. The key elements are the asset type (ETFs), the sector (industrial REITs), the attribute (NAV over 100), and the investment goal (income).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/nav", "qualifier": null, "time": null, "quantifier": ">100"}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/industrial_reits", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
Is Siemens in an uptrend within multi-cap ETFs, especially in the industrial conglomerates sector for income? | {"reasoning": "This query is looking to determine if Siemens is in an uptrend within multi-cap ETFs, specifically in the industrial conglomerates sector, with a focus on income generation. The key elements are the specific ticker (Siemens), the asset type (multi-cap ETFs), the sector (industrial conglomerates), and the investment goal (income).", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/up_trend", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/industrials/capital_goods/industrial_conglomerates", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Siemens"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/multi_cap_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
What's the risk-adjusted return profile of ICICI Bank stocks with high liquidity? I'm aiming for growth in my cash holdings. | {"reasoning": "This query seeks the risk-adjusted return profile of ICICI Bank stocks with a focus on high liquidity. The user is interested in growth, indicating a preference for stocks that can enhance their cash holdings. High liquidity suggests an interest in stocks that can be easily bought or sold in the market.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/liquidity", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "ICICI Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
Is there a portfolio with Vodafone Idea that has high alpha over the last 3 years and a low expense ratio, with significant telecom service exposure, suitable for starting a business? | {"reasoning": "This query is looking for a portfolio with a specific ticker (Vodafone Idea) that has high alpha over the last 3 years and a low expense ratio. The user is interested in significant telecom service exposure and suitability for starting a business, indicating a focus on growth and cost efficiency.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/alpha", "qualifier": "high", "time": "last 3 years", "quantifier": null}, {"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/communication_services/telecommunication_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Vodafone Idea"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/start_business"}]}} |
Are there any SBI FMPs with NAV under 100 and high value exposure over 10%? Looking for something to help pay off my mortgage. | {"reasoning": "This query is looking for SBI Fixed Maturity Plans (FMPs) with a specific net asset value (NAV) under 100 and high value exposure over 10%. The user is interested in these criteria to find an investment that can potentially generate returns to help pay off their mortgage.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/nav", "qualifier": null, "time": null, "quantifier": "<100"}], "exposures": [{"node": "exposure/factor/value", "qualifier": "high", "quantifier": ">10%"}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/payoff_mortgage"}]}} |
What's the volatility like for Sun Pharma Inds. in the pharma and biotech sector if I'm looking at ETFs? | {"reasoning": "This query is looking for the volatility of a specific ticker (Sun Pharma Inds.) within the pharma and biotech sector, specifically through ETFs. The key elements are the attribute (volatility), the sector (pharma and biotech), the asset type (ETFs), and the specific ticker (Sun Pharma Inds.).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Sun Pharma Inds."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
I'm curious about portfolios with a high AUM over 5000cr, focusing on international exposure in equities and silver. Any multi asset allocation options? | {"reasoning": "This query is looking for portfolios with a high AUM over 5000 crore, focusing on international exposure in equities and silver. The key elements are the attributes (AUM, international exposure), the qualifying criteria (high AUM over 5000 crore), and asset types (equities, silver) with a preference for multi-asset allocation options.", "parsed_output": {"attributes": [{"node": "attribute/technical/aum", "qualifier": "high", "time": null, "quantifier": ">5000cr"}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/commodities/silver"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
I'm looking for a mutual fund in the Nifty 100 with volatility less than 20% for retirement planning. | {"reasoning": "This query is looking for a mutual fund within the Nifty 100 index with volatility below 20%, specifically for retirement planning. The key elements are the asset type (mutual fund), index (Nifty 100), attribute (volatility), qualifying criterion (less than 20%), and the purpose (retirement planning).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<20%"}], "exposures": [{"node": "exposure/index/nifty_100", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
I'm looking for funds with NAV between ���������100-300 and high growth exposure in municipal bonds for tax harvesting. Any recommendations? | {"reasoning": "The user seeks funds with a specific NAV range (\ufffd\ufffd\ufffd100-300) and high growth exposure in municipal bonds for tax harvesting. They may be interested in optimizing tax efficiency through municipal bonds, known for tax advantages, while targeting funds with moderate NAV for potential growth.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/nav", "qualifier": null, "time": null, "quantifier": "100-300"}], "exposures": [{"node": "exposure/factor/growth", "qualifier": "high", "quantifier": null}, {"node": "exposure/index", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/municipal_bonds"}], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
What's the alpha for Axis Bank corporate bonds in a corporate bond fund, especially for tax harvesting purposes? | {"reasoning": "This query is looking for the alpha of Axis Bank corporate bonds within a corporate bond fund, particularly for tax harvesting purposes. The key elements are the attribute (alpha), the specific asset type (corporate bonds), the issuer (Axis Bank), and the investment strategy (tax harvesting).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/alpha", "qualifier": null, "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Axis Bank"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [{"node": "sebi_classification/debt_schemes/corporate_bond_fund"}], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Does DSP Healthcare Fund's portfolio have a high 200-day moving average with a 10% exposure to healthcare tech? | {"reasoning": "This query is looking for the 200-day moving average of DSP Healthcare Fund's portfolio and its exposure to healthcare tech. The key elements are the attribute (200-day moving average), the exposure percentage (10%), and the specific ticker (DSP Healthcare Fund).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": null, "time": null, "quantifier": "200-day"}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_technology", "qualifier": "high", "quantifier": "=10%"}], "tickers": [{"name": "DSP Healthcare Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Looking for mutual funds with less than 20% volatility in the telecommunication sector and high Nifty 50 exposure, especially with Bharti Airtel. Any suggestions for growth? | {"reasoning": "This query seeks mutual funds with low volatility (less than 20%) in the telecommunication sector, high exposure to the Nifty 50, and a focus on Bharti Airtel. The user is interested in growth, indicating a preference for funds that balance risk with potential returns, particularly in a specific sector and stock.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<20%"}], "exposures": [{"node": "exposure/sector/communication_services/telecommunication_services", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}, {"node": "exposure/ticker", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bharti Airtel"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
For the Axis Gold Fund, how has its moving average been over the last 10 years, and how long is its track record? I'm considering it for my retirement plan. | {"reasoning": "This query is looking for the moving average of a specific mutual fund (Axis Gold Fund) over the last 10 years and its track record. The user is interested in the fund's historical performance and stability for a long-term investment like a retirement plan, focusing on consistency and reliability.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": null, "time": "10 years", "quantifier": null}, {"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Axis Gold Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Can you suggest mutual funds focused on Bajaj Auto in the leisure products sector offering a dividend yield over 3% and international exposure? | {"reasoning": "This query seeks mutual funds focused on Bajaj Auto within the leisure products sector, offering a dividend yield over 3% and international exposure. The investor is interested in specific industry exposure, income through dividends, and geographical diversification, likely to balance risk and enhance returns.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": null, "time": null, "quantifier": ">3%"}], "exposures": [{"node": "exposure/sector/consumer_discretionary/consumer_durables_and_apparel/leisure_products", "qualifier": "high", "quantifier": null}, {"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bajaj Auto"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Are there any equity portfolios with GAIL India or Indraprastha Gas that have high cumulative returns and credit ratings in the energy and gas utility sectors, fitting a corporate bond fund classification for income? | {"reasoning": "This query seeks equity portfolios containing GAIL India or Indraprastha Gas with high cumulative returns and credit ratings, specifically in the energy and gas utility sectors. The user is interested in portfolios that fit a corporate bond fund classification for income, indicating a focus on stable returns and creditworthiness.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/energy/energy", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities/utilities/gas_utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "GAIL India"}, {"name": "Indraprastha Gas"}], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/corporate_bond_fund"}], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/income"}]}} |
Are there ETFs that started in 2015 with low volatility, offering a balanced approach with medium exposure in real estate and consumer discretionary, along with equities and government treasuries for retirement and tax benefits? | {"reasoning": "This query seeks ETFs initiated in 2015 with low volatility, offering a balanced approach with medium exposure in real estate and consumer discretionary sectors, alongside equities and government treasuries. The focus is on retirement and tax benefits, indicating a preference for stable, diversified investments that optimize tax efficiency and retirement planning.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/track_record/inception/date", "qualifier": null, "time": "2015", "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate", "qualifier": "medium", "quantifier": null}, {"node": "exposure/sector/consumer_discretionary", "qualifier": "medium", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds/government/treasury"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}, {"node": "objective/tax_harvesting"}]}} |
For a retirement-focused portfolio, what's the medium risk of Sun Pharma in the health care sector over the last year? | {"reasoning": "This query is looking for the medium risk of a specific ticker (Sun Pharma) in a specific sector (health care) over the last year, tailored for a retirement-focused portfolio. The key elements are the attribute (medium risk), the qualifying time period (1 year), and the specific sector and ticker.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk", "qualifier": "medium", "time": "last year", "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Sun Pharma Inds."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
How volatile are Bajaj Finance and Kotak Mahindra Bank stocks in the consumer finance sector for large cap funds aiming for growth? | {"reasoning": "This query is looking for the volatility of specific tickers (Bajaj Finance and Kotak Mahindra Bank) in the consumer finance sector. The key elements are the attribute (volatility), the specific tickers, the sector (consumer finance), and the investment strategy (large cap funds aiming for growth).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/consumer_finance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bajaj Finance"}, {"name": "Kotak Mahindra Bank"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [], "objectives": [{"node": "objective/growth"}]}} |
Is HDFC Bank's VWAP over 20% high in the financial sector, particularly in banking equities? | {"reasoning": "This query is looking for HDFC Bank's VWAP compared to a 20% threshold in the financial sector, focusing on banking equities. The key elements are the attribute (VWAP), the threshold (20% high), the specific ticker (HDFC Bank), and the sector focus (financial sector, banking equities).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/vwap", "qualifier": "high", "time": null, "quantifier": "20%"}], "exposures": [{"node": "exposure/sector/financials/banks", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Which mutual funds in the Nifty Energy sector are showing an uptrend and have a high dividend yield? | {"reasoning": "This query is looking for mutual funds in the Nifty Energy sector that are showing an uptrend and have a high dividend yield. The key elements are the asset type (mutual funds), the sector (Nifty Energy), and the attributes (uptrend and high dividend yield), indicating interest in growth and income.", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/up_trend", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/fundamental/yield/dividend", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/energy/energy", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you tell me about mutual funds in government bonds with high liquidity and average volume? I'm looking for income generation. | {"reasoning": "This query is looking for mutual funds investing in government bonds with high liquidity and average volume, aimed at income generation. The key elements are the asset type (government bonds), qualifying criteria (high liquidity, average volume), and the investment goal (income generation). This suggests a focus on stable, income-producing assets with accessible trading conditions.", "parsed_output": {"attributes": [{"node": "attribute/technical/volume/average_volume", "qualifier": null, "time": null, "quantifier": null}, {"node": "exposure/factor/liquidity", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
What are some large & mid cap funds with low exposure to communication services? | {"reasoning":"This query seeks large & mid cap funds with minimal exposure to communication services sector, indicating a specific sector avoidance strategy.","parsed_output":{"attributes":[],"exposures":[{"node":"exposure/sector/communication_services","qualifier":"low","quantifier":null}],"tickers":[],"asset_types":[],"sebi":[{"node":"sebi/equity_schemes/large_&_mid_cap_fund"}],"vehicles":[{"node":"vehicle/mutual_fund"}]}} |
Subsets and Splits