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Which multi-cap portfolios have high annualized returns and large market cap exposure in biotechnology and health care tech for growth and income? | {"reasoning": "This query seeks multi-cap portfolios with high annualized returns and large market cap exposure in biotechnology and health care tech sectors, focusing on growth and income. The investor is interested in diversified exposure across market caps and sectors known for innovation and potential high returns.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/biotechnology", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_technology", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/multi_cap_fund"}], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/growth"}, {"node": "objective/income"}]}} |
Can you tell me about mutual funds focused on the real estate sector with high annualized returns, specifically for government bonds under retirement funds? | {"reasoning": "This query seeks mutual funds focused on the real estate sector with high annualized returns, specifically within government bonds under retirement funds. The user is interested in sector-specific mutual funds with an emphasis on stable, high returns, likely for long-term retirement planning.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/solution_oriented_schemes/retirement_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
I'm curious about stocks in the media sector showing an uptrend with strong momentum. Any recommendations? | {"reasoning": "This query is looking for stock recommendations in the media sector that are currently showing an uptrend with strong momentum. The key elements are the asset class (stocks), sector (media), and the qualifying criteria (uptrend, strong momentum). This suggests an interest in growth opportunities in a specific industry.", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/up_trend", "qualifier": null, "time": null, "quantifier": null}, {"node": "exposure/factor/momentum", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/communication_services/media_and_entertainment/media", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
I'm interested in the Sundaram Real Estate Fund's low volatility and 12% hotel REIT exposure. How does it align with a retirement-focused portfolio? | {"reasoning": "The query seeks to understand how Sundaram Real Estate Fund's low volatility and 12% hotel REIT exposure align with a retirement-focused portfolio. Low volatility is suitable for retirement due to reduced risk, while 12% hotel REIT exposure may offer growth but could increase risk depending on market conditions.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/hotel_and_resort_reits", "qualifier": "high", "quantifier": "=12%"}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Can you tell me if Reliance Industries or TCS have shown an alpha greater than 5% over the last 3 years in large cap equity stocks for growth? | {"reasoning": "This query is looking for the alpha of specific tickers (Reliance Industries, TCS) in large cap equity stocks over the last 3 years with a focus on growth. The key elements are the attribute (alpha), the qualifying criterion (greater than 5%), the qualifying time period (3 years), and the specific tickers (Reliance Industries, TCS).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/alpha", "qualifier": null, "time": "3 years", "quantifier": ">5%"}], "exposures": [], "tickers": [{"name": "Reliance Industries"}, {"name": "TCS"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [], "objectives": [{"node": "objective/growth"}]}} |
I'm looking for a low-volatility portfolio for retirement that includes SBI Life Insurance and focuses on financial insurance and gas utilities sectors with government treasury bonds. Any suggestions? | {"reasoning": "This query seeks a low-volatility portfolio for retirement, emphasizing SBI Life Insurance and focusing on financial insurance and gas utilities sectors, with government treasury bonds. The user aims for stability and income, balancing sector-specific investments with safer government bonds to mitigate risk.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities/utilities/gas_utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI Life Insuran"}], "asset_types": [{"node": "asset_type/bonds/government/treasury"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Does Shree Cement fit the bill for an ETF focused on diversification, especially if it's above the 200-day moving average in the construction materials sector? | {"reasoning": "This query is assessing if Shree Cement is suitable for an ETF focused on diversification, with specific interest in its position relative to the 200-day moving average in the construction materials sector. The user is interested in diversification and market momentum indicators to evaluate potential ETF components.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": null, "time": null, "quantifier": "200-day"}], "exposures": [{"node": "exposure/sector/materials/materials/construction_materials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Shree Cement"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Can you tell me about the risk-adjusted returns of the HDFC Overnight Fund in the utilities sector for tax harvesting? | {"reasoning": "This query is looking for the risk-adjusted returns of a specific mutual fund (HDFC Overnight Fund) within the utilities sector for the purpose of tax harvesting. The key elements are the attribute (risk-adjusted returns), the specific fund (HDFC Overnight Fund), the sector (utilities), and the investment strategy (tax harvesting).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Overnight Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you check if HDFC Bank and Reliance Industries in the Nifty 100 index have had a high alpha of over 5% in the last 3 years, focusing on large-cap funds in the financial sector? | {"reasoning": "This query is looking for the alpha of specific tickers (HDFC Bank, Reliance Industries) over the last 3 years, with a focus on large-cap funds in the financial sector. The key elements are the attribute (alpha), the qualifying criterion (over 5%), the time period (3 years), and the specific tickers within the Nifty 100 index.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/alpha", "qualifier": "high", "time": "3 years", "quantifier": ">5%"}], "exposures": [{"node": "exposure/index/nifty_100", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/size", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}, {"name": "Reliance Industries"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [], "objectives": []}} |
Can you find ETFs that focus on mid-cap stocks with a good expense ratio, especially those in the Nifty Midcap 150 and software sector? Looking for something that provides income. | {"reasoning": "This query seeks ETFs focusing on mid-cap stocks with a good expense ratio, particularly in the Nifty Midcap 150 and software sector. The investor is interested in income generation, indicating a preference for ETFs that balance growth with income potential. The focus is on specific sectors and cost efficiency.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "good", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_midcap_150", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/information_technology/software", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
Can you suggest a mutual fund with a low expense ratio under 0.5% and low volatility under 10%, focusing on international water utilities in municipal bonds for income? | {"reasoning": "This query is looking for a mutual fund with specific criteria: low expense ratio (under 0.5%), low volatility (under 10%), focusing on international water utilities in municipal bonds for income. The investor seeks cost efficiency, stability, and a niche focus on water utilities for steady income.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<0.5%"}, {"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<10%"}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities/utilities/water_utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/municipal_bonds"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Can you find mutual funds with a low expense ratio under 1% and high risk-adjusted returns, focusing on financial and IT sectors, combining equities and corporate bonds for growth and income? | {"reasoning": "This query seeks mutual funds with a low expense ratio under 1% and high risk-adjusted returns, focusing on the financial and IT sectors. It combines equities and corporate bonds for growth and income, highlighting interest in sector-specific diversification with cost efficiency and balanced growth-income strategy.", "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/financials", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/information_technology", "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/growth"}, {"node": "objective/income"}]}} |
What's the moving average for JSW Steel and Tata Steel if I'm looking into low-priced materials and high consumer staples sectors? | {"reasoning": "This query is looking for the moving average of specific tickers (JSW Steel, Tata Steel) while considering sectors (low-priced materials, high consumer staples). The key elements are the attribute (moving average), the specific tickers, and the sectors of interest for broader market context.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/materials", "qualifier": "low", "quantifier": null}, {"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "JSW Steel"}, {"name": "Tata Steel"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Are there ETFs with high international currency exposure that come with exit loads, especially for growth-focused investments? | {"reasoning": "This query is looking for ETFs with high international currency exposure that have exit loads, specifically for growth-focused investments. The key elements are the asset type (ETFs), the attribute (international currency exposure), the qualifying criterion (high), the condition (exit loads), and the investment objective (growth-focused).", "parsed_output": {"attributes": [{"node": "attribute/cost/exit_load", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Show me some portfolios with high exposure to consumer discretionary. | {"reasoning":"This query looks for portfolios with significant allocation to consumer discretionary sector, indicating a tactical sector bias.","parsed_output":{"attributes":[],"exposures":[{"node":"exposure/sector/consumer_discretionary","qualifier":"high","quantifier":null}],"tickers":[],"asset_types":[],"sebi":[],"vehicles":[{"node":"vehicle/portfolio"}]}} |
I'm interested in mutual funds for retirement with low volatility, less than 5%, that also include HCL Tech. in their portfolio. Any recommendations? | {"reasoning": "This query is looking for mutual funds suitable for retirement with specific criteria: low volatility (less than 5%) and inclusion of HCL Tech. in their portfolio. The investor is likely interested in stable, low-risk options that still offer exposure to HCL Tech., aligning with long-term retirement goals.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<5%"}], "exposures": [], "tickers": [{"name": "HCL Tech."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you recommend any mutual funds that have a low beta (<1) and have been around for more than 10 years, with high exposure (>25%) to property and casualty insurance? I'm thinking about mixing equity and corporate bonds for retirement. | {"reasoning": "This query seeks mutual funds with low beta (<1), indicating lower volatility, that have been established for over 10 years, ensuring stability and track record. The funds should have high exposure (>25%) to property and casualty insurance, appealing for diversification. The user is considering a mix of equity and corporate bonds for retirement planning.", "parsed_output": {"attributes": [{"node": "attribute/technical/beta", "qualifier": null, "time": null, "quantifier": "<1"}, {"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": ">10years"}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance/property_and_casualty_insurance", "qualifier": "high", "quantifier": ">25%"}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you find me a large-cap mutual fund focused on the materials sector with a high expense ratio for growth? | {"reasoning": "This query is looking for a large-cap mutual fund focused on the materials sector with a high expense ratio for growth. The key elements are the asset type (mutual fund), the specific sector (materials), the fund size (large-cap), and the attribute (high expense ratio) for the purpose of growth.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/materials", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
How's Tata Chemicals doing in terms of credit rating, given its high exposure to the chemicals sector? | {"reasoning": "This query is looking for Tata Chemicals' credit rating, with a focus on its high exposure to the chemicals sector. The key elements are the specific ticker (Tata Chemicals), the attribute (credit rating), and the contextual factor (high exposure to the chemicals sector).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/materials/materials/chemicals", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Tata Chemicals"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Can you recommend a corporate bond fund with high credit rating investing in HDFC Bank for income? | {"reasoning": "This query seeks a corporate bond fund with a high credit rating that invests in HDFC Bank for income generation. The key elements are the asset type (corporate bond fund), the qualifying criterion (high credit rating), the specific entity (HDFC Bank), and the goal (income).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "HDFC Bank"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Can you recommend ETFs in building products and healthcare sectors with a high alpha, over 5%, for income purposes? | {"reasoning": "This query seeks ETFs in the building products and healthcare sectors with a high alpha, specifically over 5%, for income purposes. The focus is on sectors (building products, healthcare), the performance metric (alpha), and the investment goal (income generation). High alpha indicates strong performance relative to risk.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/alpha", "qualifier": "high", "time": null, "quantifier": ">5%"}], "exposures": [{"node": "exposure/sector/industrials/capital_goods/building_products", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
Can you suggest an ETF for Reliance Industries with a market cap over 50000cr and low expense ratio, focusing on high exposure in the gas utilities and Nifty 50 sectors, suitable for large cap growth? | {"reasoning": "This query is looking for an ETF that includes Reliance Industries, with specific criteria: a market cap over 50000 crore, low expense ratio, high exposure in gas utilities and Nifty 50 sectors, and suitable for large cap growth. The investor seeks a cost-effective, diversified option with growth potential in prominent sectors.", "parsed_output": {"attributes": [{"node": "attribute/technical/market_cap", "qualifier": null, "time": null, "quantifier": ">50000cr"}, {"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities/utilities/gas_utilities", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Reliance Industries"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
I'm looking for ETFs with high risk-adjusted returns over 2%, investing heavily in financial services, particularly treasury bonds for retirement. Any suggestions? | {"reasoning": "The query seeks ETFs with high risk-adjusted returns over 2%, focusing on financial services, especially treasury bonds, for retirement. The investor likely prioritizes stable income and risk management, given the retirement context. Treasury bonds offer safety, and risk-adjusted returns ensure efficient performance relative to risk involved.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": ">2%"}], "exposures": [{"node": "exposure/sector/financials/financial_services", "qualifier": "high", "quantifier": null}, {"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/diversified_financial_services", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/financial_services/financial_services/multi_sector_holdings", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/financial_services/financial_services/specialized_finance", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/financial_services/financial_services/transaction_and_payment_processing_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government/treasury"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
I'm looking for ETFs in the utilities sector with low volatility and high exposure to oil and gas. Can you tell me about NTPC and Tata Power? | {"reasoning": "This query seeks ETFs in the utilities sector characterized by low volatility and high exposure to oil and gas. The user is specifically interested in NTPC and Tata Power, likely due to their presence in the energy sector. The focus is on balancing sector exposure with risk management through low volatility.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities/utilities", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/energy/energy/oil_gas_and_consumable_fuels", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "NTPC"}, {"name": "Tata Power"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Is the Bandhan Small Cap Fund a good choice for high exposure to the Nifty Microcap 250? | {"reasoning": "This query is evaluating the Bandhan Small Cap Fund for its exposure to the Nifty Microcap 250 index. The user is interested in whether this fund provides significant exposure to a specific index, which could be relevant for targeting high-growth opportunities in small and microcap stocks.", "parsed_output": {"attributes": [], "exposures": [{"node": "exposure/index/nifty_microcap_250", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bandhan Small Cap Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Are there any corporate bond funds with HDFC Bank or Infosys that will have volatility under 20% in the next 5 years? | {"reasoning": "This query is looking for corporate bond funds associated with specific tickers (HDFC Bank, Infosys) that are expected to have volatility under 20% over the next 5 years. The key elements are the asset type (corporate bond funds), the specific tickers, the attribute (volatility), and the qualifying time period (5 years).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": "5 years", "quantifier": "<20%"}], "exposures": [], "tickers": [{"name": "HDFC Bank"}, {"name": "Infosys"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [], "objectives": []}} |
Can you find mutual funds like HDFC Ltd in the consumer finance sector with a low expense ratio for retirement? | {"reasoning": "This query is looking for mutual funds similar to HDFC Ltd in the consumer finance sector with a low expense ratio, specifically for retirement purposes. The key elements are the asset type (mutual funds), sector (consumer finance), qualifying criterion (low expense ratio), and purpose (retirement).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/consumer_finance", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Is HDFC Bank a good choice for a large cap mutual fund with high exposure to financials for growth? | {"reasoning": "This query is evaluating HDFC Bank as a suitable choice for a large cap mutual fund with a focus on high exposure to financials for growth. The key elements are the specific company (HDFC Bank), the asset type (large cap mutual fund), the sector (financials), and the investment goal (growth).", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Are there any corporate bond portfolios with a high percentage of HDFC Bank in large-cap, diversified capital markets for income? | {"reasoning": "This query is looking for corporate bond portfolios with a high percentage of HDFC Bank in large-cap, diversified capital markets for income. The key elements are the asset type (corporate bond portfolios), the specific ticker (HDFC Bank), the category (large-cap), the strategy (diversified capital markets), and the goal (income).", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/banks/banks/diversified_banks", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/income"}]}} |
Which credit risk funds have the least drawdown? | {"reasoning":"The query aims to identify credit risk funds with minimal historical drawdown, focusing on downside protection in this higher-risk debt category.","parsed_output":{"attributes":[{"node":"attribute/technical/risk/drawdown","qualifier":"low","time":null,"quantifier":null}],"exposures":[],"tickers":[],"asset_types":[],"sebi":[{"node":"sebi/debt_schemes/credit_risk_fund"}],"vehicles":[{"node":"vehicle/mutual_fund"}]}} |
Are there any ETFs focused on gas utilities offering good dividend yield? | {"reasoning": "This query is looking for ETFs focused on gas utilities that offer a good dividend yield. The key elements are the asset type (ETFs), the sector focus (gas utilities), and the attribute (good dividend yield). The user might be interested in income generation with sector-specific exposure.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities/utilities/gas_utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
Are there any large-cap equity ETFs with high international exposure for growth? | {"reasoning": "This query is looking for large-cap equity ETFs with high international exposure aimed at growth. The key elements are the asset class (ETFs), market cap focus (large-cap), geographic exposure (international), and investment objective (growth). Investors may seek these for diversification and potential higher returns from global markets.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
What are some banking and PSU debt funds with low volatility under 10% and minimal exposure to Nifty 200 that can provide steady income? | {"reasoning": "The query seeks banking and PSU debt funds with low volatility under 10%, minimal exposure to Nifty 200, and the ability to provide steady income. This reflects an interest in stable, low-risk investments, likely due to market uncertainty or a preference for consistent returns without high exposure to equities.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<10%"}], "exposures": [{"node": "exposure/index/nifty_200", "qualifier": "low", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/banking_and_psu_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Are there any small-cap ETFs focused on biotechnology with low drawdowns that aim for growth? | {"reasoning": "This query is looking for small-cap ETFs focused on biotechnology with low drawdowns and a growth objective. The key elements are asset class (ETFs), specific focus (biotechnology), market cap (small-cap), performance metric (low drawdowns), and investment goal (growth). This reflects an interest in niche sectors with controlled risk.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/biotechnology", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/small_cap_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Can you recommend a mutual fund with low expense ratio under 1%, low volatility, and exposure to Amazon in the tech and consumer services sectors for retirement? | {"reasoning": "This query seeks a mutual fund with specific criteria: low expense ratio under 1%, low volatility, and exposure to Amazon within the tech and consumer services sectors, suitable for retirement. The user likely prioritizes cost-efficiency, stability, and sector-specific growth potential for a long-term investment.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}, {"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/ticker", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_discretionary/consumer_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Amazon"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you tell me about the length of inception for mutual funds in IT sector with high exposure, specifically those targeting retirement in gold commodities? | {"reasoning": "This query seeks information on the length of inception for mutual funds in the IT sector with high exposure, specifically targeting retirement in gold commodities. The key elements are the attribute (length of inception), the asset type (mutual funds), the sector (IT), and the specific investment focus (retirement in gold commodities).", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Are there any high credit-rated REITs in the specialized finance sector with over 25% exposure that focus on growth? | {"reasoning": "This query seeks high credit-rated REITs in the specialized finance sector with over 25% exposure and a focus on growth. The key elements are the asset type (REITs), attribute (credit rating), sector (specialized finance), exposure percentage (over 25%), and investment strategy (growth). This reflects a search for secure, growth-oriented opportunities.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/financial_services/specialized_finance", "qualifier": "high", "quantifier": ">25%"}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/growth"}]}} |
Can you find funds involving Dr. Reddy's Lab that have a high dividend yield above 3% and focus on pharmaceuticals with government bonds? | {"reasoning": "This query is looking for funds involving a specific ticker (Dr. Reddy's Lab) with a high dividend yield above 3%, focusing on specific asset types (pharmaceuticals and government bonds). The user might be interested in combining equity exposure with stable income from bonds, reflecting a balanced investment strategy.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": "high", "time": null, "quantifier": ">3%"}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/pharmaceuticals", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Dr. Reddy's Lab"}], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": []}} |
Are there portfolios with DRDO exposure in aerospace and defense, having a high credit rating and expense ratio below 2%? | {"reasoning": "This query seeks portfolios with exposure to DRDO in the aerospace and defense sector, emphasizing a high credit rating and an expense ratio below 2%. The user is likely interested in stable investment opportunities within this specific industry, balancing risk and cost efficiency.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<2%"}, {"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/industrials/capital_goods/aerospace_and_defense", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
I'm looking for a low volatility mutual fund in the financial sector. Does SBI FMP Series 92 fit that with its focus on income? | {"reasoning": "This query seeks a low volatility mutual fund in the financial sector, specifically questioning if SBI FMP Series 92 meets this criterion with its focus on income. The key elements are the attribute (low volatility), the sector (financial), and the specific fund (SBI FMP Series 92).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI Fixed Maturity Plan (FMP) - Series 92 (91 Days)"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Tell me about the performance of Indegene in the last quarter. | {"reasoning":"The query seeks quarterly performance metrics for a specific company, Indegene.","parsed_output":{"attributes":[{"node":"attribute/technical/performance","qualifier":null,"time":"3m","quantifier":null}],"exposures":[],"tickers":[{"name":"Indegene"}],"asset_types":[],"sebi":[],"vehicles":[]}} |
Are there any AAA-rated government bonds in the consumer discretionary sector with exposure to the Nifty 100? Looking for something that can help with tax harvesting, maybe in a conservative hybrid fund. | {"reasoning": "This query seeks AAA-rated government bonds within the consumer discretionary sector linked to the Nifty 100. The investor is interested in tax harvesting benefits, possibly through a conservative hybrid fund, indicating a preference for low-risk, tax-efficient investment strategies in a specific market segment.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_100", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [{"node": "sebi_classification/hybrid_schemes/conservative_hybrid_fund"}], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
I'm planning a dream vacation and looking for a fund. How about the Navi US Total Stock Market Fund of Fund? Does it have high annualized returns over 10% and low expense ratio under 1% with over 50% international exposure? | {"reasoning": "This query is evaluating the Navi US Total Stock Market Fund of Fund for financing a dream vacation. The user seeks high annualized returns over 10% and a low expense ratio under 1%, with over 50% international exposure, indicating a preference for cost-effective, high-return, globally diversified investments.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": ">10%"}, {"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": ">50%"}], "tickers": [{"name": "Navi US Total Stock Market Fund of Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/dream_vacation"}]}} |
Can you tell me about HDFC Mutual Fund's performance? I'm interested in funds with annualized returns over 10% for the past year and a track record of more than 5 years, especially in the capital markets sector with high Nifty 50 exposure. | {"reasoning": "The user seeks performance details of HDFC Mutual Fund, focusing on funds with annualized returns over 10% in the past year and a track record exceeding 5 years. They are specifically interested in the capital markets sector with high Nifty 50 exposure, indicating a focus on stability and growth within a prominent index.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": "past year", "quantifier": ">10%"}, {"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": ">5 years"}], "exposures": [{"node": "exposure/sector/financials/financial_services/capital_markets", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Could you help me build a custom portfolio focused on small-cap currencies with high exposure to systems software? | {"reasoning": "This query is looking to build a custom portfolio focused on small-cap currencies with high exposure to systems software. The key elements are the asset class (currencies), the market cap (small-cap), the exposure (high), and the industry (systems software). The user may be interested in niche markets and tech sector growth.", "parsed_output": {"attributes": [{"node": "attribute/style/size/small_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology/software_and_services/software/systems_software", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/currency"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/custom"}]}} |
Are there any equity ETFs focused on Nifty 50 with high risk-adjusted returns for growth? | {"reasoning": "This query is looking for equity ETFs focused on the Nifty 50 index with high risk-adjusted returns aimed at growth. The key elements are the asset type (equity ETFs), the specific index (Nifty 50), the attribute (risk-adjusted returns), and the investment style (growth).", "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}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
I'm curious about the HDFC Banking and PSU Debt Fund. Is its moving average price more than 10% in the financials sector? | {"reasoning": "This query is looking for the moving average price of a specific fund (HDFC Banking and PSU Debt Fund) and whether it exceeds 10% in the financials sector. The key elements are the attribute (moving average price), the qualifying criterion (more than 10%), and the specific fund involved.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Banking and PSU Debt Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
How's the alpha looking for HDFC Bank in the high exposure financials sector, especially in a contra mutual fund for tax harvesting? | {"reasoning": "This query seeks the alpha of HDFC Bank within the high exposure financials sector, focusing on contra mutual funds for tax harvesting. The key elements include the specific ticker (HDFC Bank), the sector (financials), the investment strategy (contra), and the purpose (tax harvesting).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/alpha", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/contra_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you suggest high credit-rated corporate bond funds in the aluminum sector, maybe something like Nalco for steady income? | {"reasoning": "This query is looking for corporate bond funds with high credit ratings in the aluminum sector, specifically for steady income. The key elements are the asset type (corporate bond funds), the qualifying criteria (high credit-rated), the sector (aluminum), and a comparison to Nalco for income stability.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining/aluminum", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
I'm looking for ETFs with a low expense ratio, under 0.5%, in the air freight and logistics sector for a retirement portfolio. Any recommendations? | {"reasoning": "The query seeks ETFs with a low expense ratio, specifically under 0.5%, in the air freight and logistics sector for inclusion in a retirement portfolio. The user is likely interested in minimizing costs while targeting a specific industry, with a focus on long-term growth and stability for retirement.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": "<0.5%"}], "exposures": [{"node": "exposure/sector/industrials/transportation/air_freight_and_logistics", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Looking for mutual funds in the financials and IT sectors with low expense ratios under 1% and high risk-adjusted returns. Any multi asset allocation funds that fit? | {"reasoning": "This query seeks mutual funds in the financials and IT sectors with low expense ratios (under 1%) and high risk-adjusted returns. The user is interested in multi-asset allocation funds, likely to diversify and minimize costs while maximizing performance in these specific sectors.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/hybrid_schemes/multi_asset_allocation_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you suggest any equity sectoral thematic ETFs with high annualized returns over the last 5 years, focusing on wireless telecom services for growth? | {"reasoning": "The user is looking for equity sectoral thematic ETFs with a focus on wireless telecom services that have delivered high annualized returns over the last five years. They might be interested in this specific sector for its growth potential, given the increasing demand for wireless communication and technological advancements.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": "last 5 years", "quantifier": null}], "exposures": [{"node": "exposure/sector/communication_services/telecommunication_services/wireless_telecommunication_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/sectoral_thematic_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Can you tell me about the credit ratings of government bonds, particularly in the consumer staples and utilities sectors, with a focus on Nestle India? I'm interested in banking and PSU funds for income. | {"reasoning": "This query is looking for credit ratings of government bonds, particularly in the consumer staples and utilities sectors, with a focus on Nestle India. The user is interested in banking and PSU funds for income, indicating a preference for stable returns and low risk.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Nestle"}], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [{"node": "sebi_classification/debt_schemes/banking_and_psu_fund"}], "vehicles": [], "objectives": [{"node": "objective/income"}]}} |
I'm looking for ETFs in the financials sector with a low expense ratio under 1% that fit into equity savings for growth. | {"reasoning": "This query is looking for ETFs in the financials sector with a low expense ratio under 1% that fit into equity savings for growth. The key elements are the asset type (ETFs), sector (financials), attribute (expense ratio under 1%), and investment strategy (equity savings for growth).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "low", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/hybrid_schemes/equity_savings"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
What's a good large-cap portfolio with high credit rating exposure, primarily in gas utilities over 50%, that fits a retirement objective? | {"reasoning": "This query seeks a large-cap portfolio with high credit rating exposure, focusing on gas utilities over 50%, suitable for retirement. The user is interested in stable, high-quality investments with sector-specific exposure, aligning with retirement goals. Gas utilities provide steady returns, fitting long-term, low-risk retirement objectives.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/credit", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities/utilities/gas_utilities", "qualifier": "high", "quantifier": ">50%"}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
How's the uptrend looking for equity mutual funds in the payment processing sector, particularly Square or Stripe? I'm thinking of starting a business. | {"reasoning": "This query is looking for the uptrend of equity mutual funds in the payment processing sector, focusing on specific tickers (Square, Stripe). The user is interested in potential growth trends, possibly to gauge market conditions for starting a business in this sector.", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/up_trend", "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": "Square"}, {"name": "Stripe"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/start_business"}]}} |
What are some credit risk funds with a high Nifty 200 exposure and corporate bonds? | {"reasoning": "This query is looking for credit risk funds with high exposure to the Nifty 200 and corporate bonds. The key elements are the asset class (credit risk funds), the index (Nifty 200), and the asset type (corporate bonds). The user may be interested in funds with diversified risk and potential growth.", "parsed_output": {"attributes": [], "exposures": [{"node": "exposure/index/nifty_200", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [{"node": "sebi_classification/debt_schemes/credit_risk_fund"}], "vehicles": [], "objectives": []}} |
What's the 50-day moving average of Home First? | {"reasoning":"The query seeks specific technical analysis data - the 50-day moving average for Home First stock.","parsed_output":{"attributes":[{"node":"attribute/technical/price/moving_average","qualifier":null,"time":"50d","quantifier":null}],"exposures":[],"tickers":[{"name":"Home First"}],"asset_types":[],"sebi":[],"vehicles":[]}} |
Can you find a corporate bond ETF in the utilities or energy sectors with NTPC that has a high credit rating and over 10% cumulative returns? | {"reasoning": "This query seeks a corporate bond ETF in the utilities or energy sectors that includes NTPC, with high credit ratings and over 10% cumulative returns. The focus is on sector-specific ETFs, a specific company (NTPC), and strong performance and credit quality, indicating interest in stable and profitable investments.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/returns/cumulative_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/energy", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "NTPC"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
I'm looking for a mutual fund with Tata Power that has an expense ratio under 1% and over 10 years of history in international utilities. Any suggestions for retirement? | {"reasoning": "This query seeks a mutual fund including Tata Power with an expense ratio under 1%, over 10 years of history, and focuses on international utilities. The context is retirement planning, indicating a preference for long-term stability and cost-effectiveness in a specialized sector.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}, {"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": ">10 years"}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Tata Power"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Are there ETFs for retirement with a high credit rating in oil and gas sectors? | {"reasoning": "This query seeks ETFs focused on retirement with a high credit rating in the oil and gas sectors. The user is interested in stable, sector-specific investments for retirement, emphasizing credit quality, which is crucial for minimizing risk in long-term investment strategies.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/energy/energy/oil_gas_and_consumable_fuels", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Looking for mid-cap stocks with high exposure to Nifty Midcap 150. Any income-focused suggestions? | {"reasoning": "This query seeks mid-cap stocks with high exposure to the Nifty Midcap 150 index, emphasizing income-focused options. The investor is interested in stocks that may offer dividend income while being part of the Nifty Midcap 150, which represents a diversified mid-cap market segment.", "parsed_output": {"attributes": [{"node": "attribute/style/size/mid_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_midcap_150", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/income"}]}} |
What kind of volatility and risk-adjusted returns can I expect from a portfolio with high exposure to the Nifty Midcap 150 and healthcare sector, including equities and government bonds, for retirement? | {"reasoning": "This query is looking for volatility and risk-adjusted returns for a retirement portfolio with high exposure to specific indices (Nifty Midcap 150, healthcare sector), asset types (equities, government bonds). The user seeks to understand potential risks and returns, considering market volatility and sector-specific performance for a retirement-focused strategy.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_midcap_150", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
I'm interested in high risk-adjusted returns from insurance sector exposure in gilt fund ETFs for retirement. Any advice? | {"reasoning": "This query seeks high risk-adjusted returns from gilt fund ETFs with exposure to the insurance sector, specifically for retirement purposes. The focus is on the attribute (high risk-adjusted returns), the asset type (gilt fund ETFs), the sector (insurance), and the purpose (retirement), suggesting a desire for stable, long-term growth.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/gilt_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Is Axis Bank a good pick for a mutual fund with a strong track record over 5 years in the financial sector, considering a multi-cap fund for a second home? | {"reasoning": "This query is evaluating Axis Bank as a potential investment within a mutual fund focused on the financial sector, specifically considering a multi-cap fund for purchasing a second home. The user is interested in Axis Bank's 5-year performance and its suitability within a diversified fund strategy.", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/length", "qualifier": null, "time": "5 years", "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Axis Bank"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/multi_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/second_home"}]}} |
Are there any mutual funds focused on communication services and telecommunication with high cumulative returns and volatility for growth? | {"reasoning": "This query seeks mutual funds focused on communication services and telecommunication sectors with high cumulative returns and volatility, indicating a growth strategy. The user is interested in sector-specific funds that offer potential high returns despite increased risk, suitable for investors targeting growth in these industries.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/risk/volatility", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/communication_services", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/communication_services/telecommunication_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
I'm interested in stocks in the IT sector under flexi-cap funds with custom educational goals. What's the volatility like? | {"reasoning": "This query is looking for the volatility of stocks in the IT sector within flexi-cap funds, tailored to custom educational goals. The key elements are the attribute (volatility), specific sector (IT), investment vehicle (flexi-cap funds), and the qualification (custom educational goals). This indicates interest in balancing growth with educational funding.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/flexi_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/education"}]}} |
I'm looking for government bonds in the healthcare sector that offer a high dividend yield for a children's education fund. Any suggestions? | {"reasoning": "This query is looking for government bonds in the healthcare sector with a high dividend yield, specifically for a children's education fund. The key elements are the asset type (government bonds), the sector (healthcare), the attribute (high dividend yield), and the investment purpose (children's education fund).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/education"}]}} |
Are there any corporate bond funds in the consumer staples sector with good risk-adjusted returns? | {"reasoning": "This query is looking for corporate bond funds in the consumer staples sector with good risk-adjusted returns. The key elements are the asset class (corporate bond funds), sector (consumer staples), and the attribute (good risk-adjusted returns). This suggests an interest in stable income with sector-specific exposure.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
I'm looking for corporate bond funds with medium volatility and a high credit rating like AAA. Do any include SBI and focus on tax harvesting? | {"reasoning": "This query seeks corporate bond funds characterized by medium volatility and a high credit rating, specifically AAA. The user is interested in funds that include SBI and focus on tax harvesting. These criteria suggest a preference for stability, creditworthiness, and tax efficiency in investment choices.", "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": [], "tickers": [{"name": "SBI"}], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/corporate_bond_fund"}], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you suggest some large-cap ETFs with a high exposure to consumer staples, specifically Colgate Palmolive and Dabur India? | {"reasoning": "This query seeks large-cap ETFs with high exposure to the consumer staples sector, specifically including Colgate Palmolive and Dabur India. The user is interested in stable, established companies within a defensive sector, possibly due to market volatility or a preference for steady growth and dividends.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Colgate Palmol. (I)"}, {"name": "Dabur India"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
What's the drawdown risk like for Apollo Hospital Ent. in an international healthcare-focused REIT portfolio aimed at retirement? | {"reasoning": "This query is looking for the drawdown risk of a specific ticker (Apollo Hospital Ent.) within a specific portfolio type (international healthcare-focused REIT) aimed at a specific investment goal (retirement). The investor might be interested in understanding the risk exposure of including this stock in their retirement portfolio.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/health_care/health_care_equipment_and_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Apollo Hospital Ent."}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Do you think investing in large-cap ETFs like HDFC Banking and PSU Debt Fund, with high annualized returns over the last 5 years, is good for tax harvesting? | {"reasoning": "This query is looking into large-cap ETFs like HDFC Banking and PSU Debt Fund, focusing on high annualized returns over the last 5 years for tax harvesting. The user is interested in leveraging high returns for tax efficiency, considering current market trends and tax strategies.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": "last 5 years", "quantifier": null}], "exposures": [], "tickers": [{"name": "HDFC Banking and PSU Debt Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
What's the current credit rating and VWAP for REITs in a portfolio with high exposure to healthcare and Nifty Smallcap 250? | {"reasoning": "This query seeks information on the current credit rating and VWAP for REITs within a portfolio highly exposed to healthcare and the Nifty Smallcap 250. The focus is on understanding the creditworthiness and average trading price of REITs amid sector-specific and index-related exposure.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/vwap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_smallcap_250", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
Can you find me a mutual fund in the diversified metals and mining sector with bonds from ONGC and an expense ratio under 1%? | {"reasoning": "This query seeks a mutual fund in the diversified metals and mining sector that holds bonds from ONGC and has an expense ratio under 1%. The user is likely interested in sector-specific exposure with a focus on minimizing costs and including a specific bond issuer (ONGC) in the portfolio.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining/diversified_metals_and_mining", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ONGC"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you tell me when international gold ETFs were first introduced? I'm considering them for diversification. | {"reasoning": "This query is looking for the inception date of international gold ETFs. The key elements are the asset type (ETFs), the specific commodity (gold), and the consideration of diversification as a reason for interest.", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/date", "qualifier": null, "time": null, "quantifier": null}], "exposures": [], "tickers": [], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
How does Reliance Industries' VWAP under 5% impact its low exposure in the oil and gas sector, considering it's part of an ETF? | {"reasoning": "This query examines the impact of Reliance Industries' VWAP being under 5% on its low exposure in the oil and gas sector, while being part of an ETF. The focus is on the attribute (VWAP under 5%), the sector (oil and gas), and the asset type (ETF).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/vwap", "qualifier": null, "time": null, "quantifier": "<5%"}], "exposures": [{"node": "exposure/sector/energy/energy/oil_gas_and_consumable_fuels", "qualifier": "low", "quantifier": null}], "tickers": [{"name": "Reliance Industries"}], "asset_types": [{"node": "asset_type/commodities"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
I'm interested in ETFs as money market funds with high liquidity for my emergency fund. What's the NAV looking like? | {"reasoning": "This query is looking for ETFs that function as money market funds with high liquidity, suitable for an emergency fund. The key elements are the asset type (ETFs), the attribute (high liquidity), the purpose (emergency fund), and the focus on Net Asset Value (NAV).", "parsed_output": {"attributes": [{"node": "attribute/technical/liquidity", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [], "asset_types": [{"node": "asset_type/money_market"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/emergency_fund"}]}} |
Could you suggest a gilt fund portfolio with AAA credit rating and stable NAV of 100, that also considers Nifty 50 exposure and serves as an emergency fund? | {"reasoning": "This query seeks a gilt fund portfolio with specific criteria: AAA credit rating, stable NAV of 100, and Nifty 50 exposure, suitable for an emergency fund. The user is interested in high credit quality, stability, and potential equity market exposure, balancing safety and growth.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/nav", "qualifier": null, "time": null, "quantifier": "=100"}, {"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": "AAA"}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/gilt_fund"}], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/emergency_fund"}]}} |
Could you tell me about HDFC Bank's high risk-adjusted return REITs in a portfolio for retirement? | {"reasoning": "This query is looking for HDFC Bank's REITs with high risk-adjusted returns, specifically for a retirement portfolio. The key elements are the attribute (risk-adjusted return), the qualifying criterion (high), the specific ticker (HDFC Bank), the asset type (REITs), and the investment goal (retirement).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "HDFC Bank"}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
How does investing in Reliance Industries through an international ETF for tax harvesting look in terms of dividend yield? | {"reasoning": "This query is looking at the investment in a specific ticker (Reliance Industries) through an asset type (international ETF) for a strategy (tax harvesting), focusing on the attribute (dividend yield). The user may be interested in maximizing tax efficiency while assessing income potential through dividends.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": null, "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Reliance Industries"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
I'm looking for mutual funds that include Tata Communications, have high credit ratings and low volatility, focusing on entertainment and international sectors. Any recommendations? | {"reasoning": "This query seeks mutual funds including Tata Communications, with high credit ratings and low volatility, focused on entertainment and international sectors. The user is interested in stable, high-quality investments with exposure to specific sectors and a particular company, likely aiming for growth with manageable risk.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/communication_services/media_and_entertainment/entertainment", "qualifier": "high", "quantifier": null}, {"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Tata Communications"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you suggest some large-cap mutual funds in the utilities sector with high liquidity that focus on generating income? | {"reasoning": "This query seeks large-cap mutual funds in the utilities sector with high liquidity and a focus on generating income. The user is likely interested in stable, income-generating investments with ease of buying and selling, reflecting an interest in both growth and income in a specific sector.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/liquidity", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Can Crompton Greaves provide over 5% alpha with high machinery exposure for a value fund aimed at retirement? | {"reasoning": "This query is looking for the potential of Crompton Greaves to provide over 5% alpha with a focus on high machinery exposure for a value fund aimed at retirement. The key elements are the specific ticker (Crompton Greaves), the attribute (alpha over 5%), and the context (value fund, retirement focus).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/alpha", "qualifier": null, "time": null, "quantifier": ">5%"}], "exposures": [{"node": "exposure/sector/industrials/capital_goods/machinery", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Crompton Greaves"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/value_fund"}], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
How can I build a portfolio with high volatility and risk-adjusted returns focusing on the IT sector and Nifty 50, using equity and government bonds for growth? | {"reasoning": "This query seeks to build a portfolio emphasizing high volatility and risk-adjusted returns, focusing on the IT sector and Nifty 50. It involves using equity for growth and government bonds for stability. The user is likely interested in balancing potential high returns with calculated risks in a specific market context.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/growth"}]}} |
How does the beta of ETFs in the large-cap fund category with high banking sector exposure look for growth-focused investments? | {"reasoning": "This query is looking for the beta of ETFs in the large-cap fund category with high banking sector exposure for growth-focused investments. The key elements are the attribute (beta), qualifying criteria (large-cap, high banking sector exposure), and the investment focus (growth-focused).", "parsed_output": {"attributes": [{"node": "attribute/technical/beta", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/banks", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Are there any mutual funds focusing on HDFC Life Insurance with a high credit rating of AA+ and low volatility under 10%? | {"reasoning": "This query seeks mutual funds that focus on HDFC Life Insurance, emphasizing a high credit rating (AA+) and low volatility (under 10%). The user is likely interested in stable investments with strong creditworthiness, minimizing risk while targeting a specific company within the mutual fund's portfolio.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": "<10%"}], "exposures": [{"node": "exposure/ticker", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Life Insurance"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
What do you think about ETFs in the aluminum sector with high volatility and value focus? National Aluminium comes to mind for growth. | {"reasoning": "This query seeks opinions on ETFs in the aluminum sector characterized by high volatility and a focus on value, with a specific mention of National Aluminium for growth potential. The user is likely interested in sector-specific ETFs that balance high-risk volatility with value investment strategies, considering National Aluminium as a growth prospect.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining/aluminum", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "National Aluminium"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
I'm interested in SBI's ETFs. How do they perform in risk-adjusted returns with high exposure to healthcare REITs for growth? | {"reasoning": "This query is looking for SBI's ETFs with high exposure to healthcare REITs and their performance in risk-adjusted returns, focusing on growth. The key elements are the investment vehicle (ETFs), the specific ticker (SBI), the attribute (risk-adjusted returns), and the sector focus (healthcare REITs for growth).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/health_care_reits", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Can you suggest some international equity ETFs that hold Tesla or Apple with costs under 2% for diversification? | {"reasoning": "This query seeks international equity ETFs holding specific tickers (Tesla, Apple) with a cost constraint (under 2%) for diversification purposes. The user may be interested in exposure to global markets while maintaining investment in popular U.S. stocks, balancing cost efficiency and diversification.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<2%"}], "exposures": [{"node": "exposure/ticker", "qualifier": null, "quantifier": null}], "tickers": [{"name": "Tesla"}, {"name": "Apple"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/diversification"}]}} |
Could you recommend a portfolio with high AAA credit-rated money market and cash assets, having less than 5% exposure to Nifty 50, suitable for an emergency fund? | {"reasoning": "This query is looking for a portfolio recommendation suitable for an emergency fund, emphasizing high AAA credit-rated money market and cash assets. It seeks low exposure to Nifty 50, less than 5%, to ensure safety and liquidity, which are crucial for emergency funds. The focus is on minimizing risk while maintaining accessibility.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "low", "quantifier": "<5%"}], "tickers": [], "asset_types": [{"node": "asset_type/money_market"}, {"node": "asset_type/cash"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/emergency_fund"}]}} |
Can you find a mutual fund with a low NAV under 50 that's heavily into the IT sector and part of the Nifty 50, perhaps something like Tata Motors? | {"reasoning": "This query seeks a mutual fund with specific criteria: a low net asset value (NAV) under 50, heavy investment in the IT sector, and inclusion in the Nifty 50 index. The mention of Tata Motors suggests interest in well-known companies, though Tata Motors itself is not in the IT sector.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/nav", "qualifier": null, "time": null, "quantifier": "<50"}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Tell me about the volatility in high-growth sectoral thematic stocks. | {"reasoning": "This query is looking for information on the volatility of stocks within high-growth sectoral themes. Investors may be interested in these stocks for their potential high returns but need to understand the associated risks due to market fluctuations. The focus is on the attribute (volatility) and the specific asset type (sectoral thematic stocks).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/growth", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/sectoral_thematic_fund"}], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
I'm concerned about drawdowns. How do funds in the utilities sector, especially short-duration debt funds, manage risk? | {"reasoning": "This query is looking for risk management strategies of funds in the utilities sector, particularly short-duration debt funds, with a focus on drawdowns. The user is concerned about minimizing potential losses, and utilities sector funds are often considered more stable, while short-duration debt funds aim to reduce interest rate risk.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/short_duration_fund"}], "vehicles": [{"node": "vehicle/funds"}], "objectives": []}} |
Could you tell me about the expense ratio of ICICI Bank in a high exposure Nifty 500 index, particularly with bonds in a gilt fund for tax saving? | {"reasoning": "This query is looking for information on the expense ratio of ICICI Bank within a high exposure Nifty 500 index, with a focus on bonds in a gilt fund for tax saving. The key elements are the attribute (expense ratio), specific ticker (ICICI Bank), asset type (bonds), and investment strategy (tax saving).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_500", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Bank"}], "asset_types": [{"node": "asset_type/bonds"}], "sebi": [{"node": "sebi_classification/debt_schemes/gilt_fund"}], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you recommend some mutual funds focused on growth, like HDFC Life Insurance, that have high annualized returns and are in the large and mid-cap category? | {"reasoning": "This query seeks recommendations for mutual funds focused on growth, similar to HDFC Life Insurance, with high annualized returns in the large and mid-cap category. The investor is interested in growth-oriented funds with strong performance metrics, likely to enhance portfolio returns in these specific market segments.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "HDFC Life Insurance"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/large_and_mid_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
What's the volatility like for Infosys in international exposure, especially for corporate bonds in a retirement fund portfolio aimed at tax harvesting? | {"reasoning": "This query seeks information on the volatility of Infosys regarding international exposure, specifically in corporate bonds within a retirement fund portfolio aimed at tax harvesting. The key elements include the specific ticker (Infosys), asset type (corporate bonds), portfolio type (retirement fund), and strategy (tax harvesting).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Infosys"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}, {"node": "objective/tax_harvesting"}]}} |
Are there any international mid-cap ETFs in the REITs sector for diversification? | {"reasoning": "This query seeks international mid-cap ETFs within the REITs sector for diversification. The key elements are the asset class (ETFs), the specific sector (REITs), the market cap (mid-cap), and the geographic focus (international). The user is likely interested in diversifying their portfolio with specific sector and size exposure.", "parsed_output": {"attributes": [{"node": "attribute/style/size/mid_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}, {"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/funds/etf"}], "objectives": []}} |
Can you suggest an ETF focused on ICICI Bank with high alpha, say over 10%, in diversified capital markets for growth? | {"reasoning": "This query seeks an ETF focused on ICICI Bank with a high alpha over 10% in diversified capital markets for growth. The key elements are the specific company (ICICI Bank), attribute (alpha over 10%), asset type (ETF), and the sector focus (diversified capital markets for growth).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/alpha", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/financials/financial_services/capital_markets/diversified_capital_markets", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
How does ICICI Prudential Liquid Fund perform in terms of high risk-adjusted returns and liquidity for an emergency fund? | {"reasoning": "This query is looking for the performance of a specific mutual fund (ICICI Prudential Liquid Fund) in terms of high risk-adjusted returns and liquidity. The key elements are the attributes (risk-adjusted returns, liquidity), the qualifying criteria (high), and the specific use case (emergency fund).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/risk", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "ICICI Prudential Liquid Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/emergency_fund"}]}} |
Subsets and Splits