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I'm curious about silver mutual funds focused on utilities with a low NAV but high dividend yield for retirement. What do you think? | {"reasoning": "This query seeks silver mutual funds focused on utilities with specific criteria: low NAV, high dividend yield, and suitability for retirement. The user may be interested in stable income and long-term growth, balancing low cost with high income potential. Utilities are often seen as stable, dividend-paying investments.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/nav", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/fundamental/yield/dividend", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/commodities/silver"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
I'm looking for ETFs in the real estate sector that have high volatility and risk-adjusted returns, particularly focused on REITs with a value factor. Any suggestions for income and tax harvesting? | {"reasoning": "This query seeks ETFs in the real estate sector with high volatility and risk-adjusted returns, focusing on REITs with a value factor. The user is interested in income generation and tax harvesting strategies, likely to optimize returns and manage tax liabilities.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "high", "time": null, "quantifier": null}, {"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", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}, {"node": "objective/tax_harvesting"}]}} |
I'm looking for gilt funds with high international exposure. How do their annualized returns compare? | {"reasoning": "This query is looking for gilt funds with high international exposure and compares their annualized returns. The key elements are the asset type (gilt funds), the attribute (international exposure), the qualifying criterion (high), and the attribute (annualized returns). The user may be interested in understanding risk and return dynamics in global markets.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [{"node": "sebi_classification/debt_schemes/gilt_fund"}], "vehicles": [], "objectives": []}} |
Can you tell me the inception date and if the annualized returns are over 10% for ICICI Prudential Equity-Arbitrage Fund, especially if it's highly exposed to Nifty 50? | {"reasoning": "The query seeks the inception date and annualized returns of ICICI Prudential Equity-Arbitrage Fund, with an interest in its exposure to Nifty 50. The user is likely evaluating the fund's performance and risk profile, considering the benchmark index's influence on returns.", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/date", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Equity-Arbitrage Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Can you suggest mutual funds focused on precious metals and minerals with medium volatility for an inflation hedge? | {"reasoning": "This query seeks mutual funds focused on precious metals and minerals with medium volatility, serving as an inflation hedge. The key elements are the asset type (precious metals and minerals), the attribute (medium volatility), and the purpose (inflation hedge). These funds may offer protection against inflation due to the intrinsic value of metals.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "medium", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining/precious_metals_and_minerals", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Can you suggest some mutual funds in the metals and mining sector with high credit ratings that focus on income? | {"reasoning": "This query seeks mutual funds in the metals and mining sector that have high credit ratings and focus on income. The user is interested in sector-specific funds with strong creditworthiness and an income-generating strategy, likely for stability and income potential in a volatile market.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Can you find stocks in mortgage REITs with a NAV under 100 and a downtrend of less than 5% in the last 6 months? | {"reasoning": "This query is looking for stocks in the specific asset type (mortgage REITs) with attributes of NAV under 100 and a downtrend of less than 5% over the last 6 months. The investor might be interested in undervalued REITs with minimal recent price decline.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/nav", "qualifier": null, "time": null, "quantifier": "<100"}, {"node": "attribute/technical/trend/down_trend", "qualifier": null, "time": "last 6 months", "quantifier": "<5%"}], "exposures": [], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
Could you suggest some gilt mutual funds that focus on income with high value exposure? | {"reasoning": "This query seeks gilt mutual funds that focus on income with high value exposure. The key elements are the asset type (gilt mutual funds), the investment focus (income), and the qualifying criterion (high value exposure). These funds may appeal to investors seeking stable income with exposure to high-value securities.", "parsed_output": {"attributes": [], "exposures": [{"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [{"node": "sebi_classification/debt_schemes/gilt_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
I'm looking for a large-cap equity portfolio focusing on electric utilities for retirement. Do NTPC and Power Grid Corp fit this style? | {"reasoning": "This query seeks large-cap equity portfolios focusing on electric utilities for retirement, specifically asking if NTPC and Power Grid Corp fit this style. The key elements include the asset class (equity), sector focus (electric utilities), investment goal (retirement), and specific tickers (NTPC, Power Grid Corp). Large-cap equities in utilities can offer stability and dividends, appealing for retirement.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities/utilities/electric_utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "NTPC"}, {"name": "Power Grid Corp"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Are there any corporate bond funds in the IT sector with high credit ratings for growth? | {"reasoning": "This query is looking for corporate bond funds in the IT sector with high credit ratings, focusing on growth. The key elements are the asset class (corporate bond funds), sector (IT), the attribute (high credit ratings), and the investment objective (growth).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/growth"}]}} |
Were HDFC and ICICI Bank stocks a good growth investment for large caps since the early 2000s? | {"reasoning": "This query is looking for the growth potential of HDFC and ICICI Bank stocks as large-cap investments since the early 2000s. The key elements are the specific tickers (HDFC, ICICI Bank), the asset class (stocks), the investment style (growth), and the time period (since early 2000s).", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "HDFC Bank"}, {"name": "ICICI Bank"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
What's the expense ratio like for municipal bonds in high utilities sector exposure under medium duration funds for tax harvesting? | {"reasoning": "This query seeks information on the expense ratio for municipal bonds with high utilities sector exposure, under medium duration funds, specifically for tax harvesting purposes. The user is interested in understanding the cost implications of these specific investment criteria, likely due to their tax efficiency benefits.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/municipal_bonds"}], "sebi": [{"node": "sebi_classification/debt_schemes/medium_duration_fund"}], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
I'm interested in SBI Magnum Children's Benefit Fund. Does it have a track record longer than 10 years and a strong focus on consumer discretionary? | {"reasoning": "This query is looking for information on SBI Magnum Children's Benefit Fund, specifically its track record length and focus area. The key elements are the specific fund (SBI Magnum Children's Benefit Fund), the qualifying time period (track record longer than 10 years), and the sector focus (consumer discretionary).", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": ">10 years"}], "exposures": [{"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI Magnum Children's Benefit Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Does Axis Children's Gift Fund offer low volatility under 10% and high annualized returns over 8% in the healthcare sector? | {"reasoning": "This query is looking for specific criteria in Axis Children's Gift Fund, including low volatility (under 10%) and high annualized returns (over 8%) within the healthcare sector. The user is interested in a balanced risk-return profile in a sector known for growth potential and stability.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": "<10%"}, {"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": ">8%"}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Axis Children's Gift Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Can you check Whirlpool Of India's credit rating in the household durables sector under corporate bond funds? | {"reasoning": "This query is looking for Whirlpool Of India's credit rating within the household durables sector under corporate bond funds. The key elements are the attribute (credit rating), the specific ticker (Whirlpool Of India), the sector (household durables), and the asset type (corporate bond funds).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary/consumer_durables_and_apparel/household_durables", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Whirlpool Of India"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [], "objectives": []}} |
Are there any government bond ETFs focused on income with high liquidity exposure that have significant drawdowns? | {"reasoning": "This query is looking for government bond ETFs with a focus on income that have high liquidity exposure and significant drawdowns. The key elements are the asset type (government bond ETFs), the attributes (income focus, high liquidity exposure), and the qualifying criterion (significant drawdowns).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": "significant", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/liquidity", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
Looking for low volatility mutual funds in the materials sector, especially containers and packaging, for growth. Any large cap options? | {"reasoning": "This query is looking for mutual funds with low volatility in the materials sector, specifically in containers and packaging, focused on growth, and with a preference for large cap options. The investor might be interested in stable growth opportunities within a specific industry while minimizing risk.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/materials/materials/containers_and_packaging", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
What's the expense ratio like for ETFs in the equity savings category with a strong focus on the insurance sector for growth? | {"reasoning": "This query is looking for the expense ratio of ETFs in the equity savings category, specifically targeting those with a strong focus on the insurance sector for growth. The key elements are the attribute (expense ratio), the asset type (ETFs), the category (equity savings), and the sector focus (insurance).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance", "qualifier": "high", "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"}]}} |
Are there any small-cap funds focused on JK Paper with over 10 years of track record? | {"reasoning": "This query is looking for small-cap funds focused on JK Paper with a track record of over 10 years. The key elements are the asset class (small-cap funds), the specific company focus (JK Paper), and the qualifying time period (over 10 years).", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": ">10 years"}], "exposures": [], "tickers": [{"name": "JK Paper"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/small_cap_fund"}], "vehicles": [], "objectives": []}} |
Can you find me REITs in the real estate sector with Godrej Properties that have a low expense ratio under 0.5% but high volatility? | {"reasoning": "This query is looking for REITs in the real estate sector, specifically involving Godrej Properties, with a low expense ratio under 0.5% and high volatility. The key elements are the asset type (REITs), sector (real estate), specific ticker (Godrej Properties), and attributes (low expense ratio and high volatility).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": "<0.5%"}, {"node": "attribute/technical/risk/volatility", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Godrej Properties"}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [], "objectives": []}} |
Could you recommend some mid-cap mutual funds in the biotech sector with high risk-adjusted returns for retirement? | {"reasoning": "This query seeks mid-cap mutual funds in the biotech sector with high risk-adjusted returns, specifically for retirement planning. The focus is on a specific asset type (mid-cap mutual funds), sector (biotech), and attribute (high risk-adjusted returns), indicating a preference for growth potential and risk management in a specialized sector for long-term goals.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/biotechnology", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/mid_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you give me an overview of Tata Services Limited's portfolio with more than 10% annualized returns over the last 3 years, focusing on high commercial services and supplies exposure and less than 15% in investment banking? | {"reasoning": "The user is interested in Tata Services Limited's portfolio performance with specific criteria: annualized returns over 10% in the last 3 years, high exposure to commercial services and supplies, and less than 15% in investment banking. This reflects a focus on stable, high-performing sectors while minimizing risk in volatile investment banking.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": "last 3 years", "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/industrials/commercial_and_professional_services/commercial_services_and_supplies", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/financial_services/capital_markets/investment_banking_and_brokerage", "qualifier": "high", "quantifier": "<15%"}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
How does the expense ratio of SBI's ETF compare in the high Nifty market and specialized REITs for growth objectives? | {"reasoning": "This query seeks to compare the expense ratio of SBI's ETF with those of specialized REITs, focusing on growth objectives. The user is interested in understanding cost implications in different market contexts: high Nifty market and specialized REITs. This comparison helps in evaluating cost efficiency for growth-focused investments.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Can you suggest mutual funds with high risk-adjusted returns in the industrial services sector? Maybe a value fund? | {"reasoning": "This query is looking for mutual funds with high risk-adjusted returns in the industrial services sector, with a preference for a value fund. The key elements are the attribute (risk-adjusted returns), the qualifying criterion (high), the sector (industrial services), and the specific style (value fund).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/industrials/commercial_and_professional_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/value_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Could you check if Nestle's equity stocks in the focused fund category have annualized returns over 10%, especially with high exposure to food products and value factors? | {"reasoning": "This query is looking for Nestle's equity stocks in focused funds with annualized returns over 10%. The key elements are the specific ticker (Nestle), asset type (equity stocks), category (focused fund), qualifying criteria (annualized returns over 10%), and exposure to sectors (food products) and factors (value factors).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_staples/food_beverage_and_tobacco/food_products", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Nestle"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/focused_fund"}], "vehicles": [], "objectives": []}} |
Can you give me the credit rating of mutual funds in the large-cap category focusing on consumer staples with high exposure? | {"reasoning": "This query is looking for the credit rating of mutual funds in the large-cap category with a focus on consumer staples and high exposure. The key elements are the asset type (mutual funds), category (large-cap), sector focus (consumer staples), and the attribute (credit rating). This indicates interest in stable, sector-specific large-cap investments.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Looking for low volatility stocks in IT sector, maybe TCS or Infosys, with a focus on growth in large-cap equity. What do you think? | {"reasoning": "This query is looking for low volatility stocks in the IT sector, specifically TCS or Infosys, with a focus on growth in large-cap equity. The user is interested in stable investments within the IT sector that offer growth potential, reflecting a preference for established companies like TCS and Infosys.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "TCS"}, {"name": "Infosys"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
How does the HDFC Dynamic Debt Fund perform in terms of high risk-adjusted returns and low drawdown? I'm considering it for retirement. | {"reasoning": "This query is evaluating HDFC Dynamic Debt Fund based on high risk-adjusted returns and low drawdown, important for minimizing risk and maximizing returns. The specific context is retirement, where stability and growth are crucial. The key elements are the specific fund, attributes (risk-adjusted returns, drawdown), and the investment goal (retirement).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/risk/drawdown", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "HDFC Dynamic Debt Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Show me some money market funds with low volatility. | {"reasoning":"The query aims to identify money market funds with stable performance characteristics through low volatility metrics.","parsed_output":{"attributes":[{"node":"attribute/technical/risk/volatility","qualifier":"low","time":null,"quantifier":null}],"exposures":[],"tickers":[],"asset_types":[],"sebi":[{"node":"sebi/debt_schemes/money_market_fund"}],"vehicles":[{"node":"vehicle/mutual_fund"}]}} |
Suggest a short duration fund that offers high risk-adjusted returns and good value exposure for tax harvesting. | {"reasoning": "This query is looking for a short duration fund with high risk-adjusted returns and good value exposure, specifically for tax harvesting purposes. The key elements are the attributes (risk-adjusted returns, value exposure), the qualifying criteria (short duration, high, good), and the investment purpose (tax harvesting).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/short_duration_fund"}], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you find me a corporate bond fund focusing on transportation with Bajaj Auto that has volatility under 5%? | {"reasoning": "This query is looking for a corporate bond fund focusing on the transportation sector, specifically including Bajaj Auto, with a volatility of under 5%. The key elements are the asset type (corporate bond fund), the sector (transportation), the specific company (Bajaj Auto), and the qualifying criterion (volatility under 5%).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<5%"}], "exposures": [{"node": "exposure/sector/industrials/transportation", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bajaj Auto"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": []}} |
I'm looking for conservative hybrid funds with low volatility and a high credit rating, focused on health care equipment and chemicals for retirement. | {"reasoning": "The user seeks conservative hybrid funds with low volatility and high credit ratings, specifically in health care equipment and chemicals, for retirement. These criteria suggest a desire for stable, reliable returns with limited risk exposure, aligning with long-term retirement goals and sector-specific investment interests.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_equipment_and_supplies", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/materials/materials/chemicals", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/hybrid_schemes/conservative_hybrid_fund"}], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
I'm looking at Tata Motors. Can you tell me about its annualized returns over 10% in the last year and how it fits in the small-cap space with high momentum in the consumer discretionary sector? | {"reasoning": "This query seeks information on Tata Motors' annualized returns over 10% in the last year, its classification as a small-cap, and its high momentum in the consumer discretionary sector. The user is interested in performance metrics, market capitalization, and sector dynamics, likely for investment evaluation.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": "last year", "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/momentum", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Tata Motors"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/small_cap_fund"}], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
I'm looking for mutual funds with low volatility in the financial sector and high exposure, any suggestions involving ICICI Bank? | {"reasoning": "This query is looking for mutual funds with low volatility and high exposure in the financial sector, specifically involving ICICI Bank. The key elements are the asset type (mutual funds), the attribute (low volatility), the qualifying sector (financial), and the specific company (ICICI Bank). Investors may seek stability and targeted exposure.", "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": "ICICI Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
I'm looking for ETFs in the consumer staples sector with high cumulative returns, specifically for retirement planning. Any recommendations? | {"reasoning": "The user is seeking ETFs in the consumer staples sector with high cumulative returns, focusing on retirement planning. They might be interested in stable, essential goods, which are less volatile and provide consistent returns, suitable for long-term investment strategies like retirement.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Is the SBI Short Term Debt Fund a good option for low volatility income in the financials sector? | {"reasoning": "This query is evaluating if the SBI Short Term Debt Fund is suitable for low volatility income, specifically within the financials sector. The key elements are the specific fund (SBI Short Term Debt Fund), the investment objective (low volatility income), and the focus on the financials sector.", "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 Short Term Debt Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/income"}]}} |
Can you tell me about Kotak Debt Hybrid Fund's low expense ratio and high exposure less than 15% in the financial services sector for retirement planning? | {"reasoning": "This query is looking for information on Kotak Debt Hybrid Fund's low expense ratio and its high exposure, specifically less than 15%, in the financial services sector. The context is retirement planning, suggesting interest in cost-efficiency and sector-specific risk management within a retirement strategy.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services", "qualifier": "high", "quantifier": "<15%"}], "tickers": [{"name": "Kotak Debt Hybrid Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Can you find ETFs in the consumer discretionary sector with good risk-adjusted returns for educational investments? | {"reasoning": "This query is looking for ETFs in the consumer discretionary sector with good risk-adjusted returns, specifically for educational investments. The key elements are the asset type (ETFs), the sector (consumer discretionary), the attribute (risk-adjusted returns), the qualifying criterion (good), and the purpose (educational investments).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/education"}]}} |
How's the Nifty 100 exposure looking in gold stocks for tax harvesting, especially if they're on a downtrend? | {"reasoning": "This query is looking for the exposure of Nifty 100 in gold stocks specifically for tax harvesting opportunities. The key elements are the asset type (gold stocks), the qualifying criterion (downtrend), and the specific strategy (tax harvesting). The user may be interested in leveraging losses for tax benefits.", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/down_trend", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_100", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Is the DSP Healthcare Fund a good choice for high risk-adjusted returns in the health sector? | {"reasoning": "This query is evaluating if DSP Healthcare Fund provides high risk-adjusted returns within the health sector. The key elements are the specific ticker (DSP Healthcare Fund), the attribute (high risk-adjusted returns), and the asset type (health sector). The user seeks to balance risk and return in a sector-specific investment.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "DSP Healthcare Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
I'm interested in mid cap ETFs with exposure to IT services. What are their expense ratios? | {"reasoning": "This query is looking for mid cap ETFs with exposure to IT services and their expense ratios. The key elements are the asset class (ETFs), the specific exposure (IT services), the market cap (mid cap), and the attribute (expense ratios). The user may be interested in cost efficiency and sector-specific growth potential.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology/software_and_services/it_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Thinking about HDFC Asset Mngt. Co., how do large-cap healthcare REIT mutual funds fit into my portfolio? | {"reasoning": "This query is exploring how large-cap healthcare REIT mutual funds fit into a portfolio with a focus on HDFC Asset Mngt. Co. The key elements are the specific ticker (HDFC Asset Mngt. Co.), asset type (large-cap healthcare REIT mutual funds), and the context of portfolio diversification.", "parsed_output": {"attributes": [], "exposures": [], "tickers": [{"name": "HDFC Asset Mngt. Co"}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you check the beta and sector exposure to technology for Infosys in a focused equity mutual fund? | {"reasoning": "This query is looking for the beta and sector exposure to technology for a specific ticker (Infosys) in a focused equity mutual fund. The key elements are the attributes (beta, sector exposure), the specific ticker (Infosys), and the asset type (focused equity mutual fund).", "parsed_output": {"attributes": [{"node": "attribute/technical/beta", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Infosys"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/focused_fund"}], "vehicles": [], "objectives": []}} |
Are there any large-cap ETFs focused on growth with high exposure to Nifty 50 and financials? | {"reasoning": "This query seeks large-cap ETFs with a growth focus, high exposure to Nifty 50, and financials. The key elements are the asset type (ETFs), the investment style (growth), the index (Nifty 50), and the sector (financials). This suggests interest in diversified growth opportunities within a specific market index and sector.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
I'm looking for equity funds with annualized returns over 8% and medium volatility, targeting growth and income, with significant exposure to the Nifty total market. Any recommendations? | {"reasoning": "This query is looking for equity funds with annualized returns over 8%, medium volatility, targeting growth and income, and significant exposure to the Nifty total market. The user is interested in a balanced risk-return profile and exposure to a broad market index, likely for diversification and stable growth.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">8%"}, {"node": "attribute/technical/risk/volatility", "qualifier": "medium", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_total_market", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}, {"node": "objective/income"}]}} |
What funds have a low expense ratio, less than 1%, in industrials and energy sectors for retirement? | {"reasoning": "This query is looking for funds with a low expense ratio, specifically less than 1%, in the industrials and energy sectors for retirement purposes. The key elements are the attribute (expense ratio), the qualifying criterion (less than 1%), the sectors (industrials and energy), and the investment goal (retirement).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/industrials", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/energy", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/retirement"}]}} |
What's the credit rating of government bonds in corporate bond funds with high real estate and materials exposure? | {"reasoning": "This query is looking for the credit ratings of government bonds within corporate bond funds that have high exposure to real estate and materials sectors. The key elements are the asset type (government bonds), the qualifying criteria (high exposure to real estate and materials), and the attribute (credit rating).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/materials", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [{"node": "sebi_classification/debt_schemes/corporate_bond_fund"}], "vehicles": [], "objectives": []}} |
Which mutual funds have significant exposure to industrials? | {"reasoning":"This query looks for mutual funds with high exposure to the industrials sector, focusing on sector concentration.","parsed_output":{"attributes":[],"exposures":[{"node":"exposure/sector/industrials","qualifier":"high","quantifier":null}],"tickers":[],"asset_types":[],"sebi":[],"vehicles":[{"node":"vehicle/mutual_fund"}]}} |
What's the AUM of Wealth First Port? | {"reasoning":"This query specifically seeks AUM information for a particular investment entity, Wealth First Port.","parsed_output":{"attributes":[{"node":"attribute/technical/aum","qualifier":null,"time":null,"quantifier":null}],"exposures":[],"tickers":[{"name":"Wealth First Port"}],"asset_types":[],"sebi":[],"vehicles":[]}} |
Can you recommend any focused mutual funds with high volatility and risk-adjusted returns in the pharmaceutical sector? | {"reasoning": "This query is looking for focused mutual funds in the pharmaceutical sector with high volatility and risk-adjusted returns. The key elements are the asset class (mutual funds), the sector (pharmaceutical), and the attributes (high volatility and risk-adjusted returns), indicating an interest in potentially higher returns despite increased risk.", "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/health_care/pharmaceuticals_biotechnology_and_life_sciences/pharmaceuticals", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/focused_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
What's the current NAV and dividend yield for corporate bond ETFs with high Nifty 50 exposure for income? | {"reasoning": "This query seeks the current NAV and dividend yield for corporate bond ETFs with high Nifty 50 exposure, focusing on generating income. The key elements are attributes (NAV, dividend yield), specific asset type (corporate bond ETFs), qualifying criterion (high Nifty 50 exposure), and investment goal (income).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/nav", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/fundamental/yield/dividend", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
How's the cumulative return looking for HDFC Bank in the high exposure financials sector? I'm thinking about income with equity stocks in large cap funds. | {"reasoning": "This query is looking for the cumulative return of HDFC Bank within the high exposure financials sector. The user is interested in income generation through equity stocks in large cap funds, indicating a focus on stable, potentially high-yield investments with significant market capitalization.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/income"}]}} |
Are there any ETFs with high exposure to electric utilities and good credit ratings for growth? | {"reasoning": "This query is looking for ETFs with high exposure to electric utilities and good credit ratings, focusing on growth potential. The key elements are the asset type (ETFs), sectors (electric utilities), the attribute (credit ratings), and the investment goal (growth). This could be due to interest in stable yet growth-oriented investments.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "good", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities/utilities/electric_utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Can you recommend an ETF focused on Vodafone Idea with an expense ratio under 1.5%, high exposure in international telecommunication services, and aimed at income? | {"reasoning": "This query seeks an ETF with specific criteria: focus on a specific ticker (Vodafone Idea), an expense ratio under 1.5%, high exposure in international telecommunication services, and an investment objective aimed at income. These criteria suggest interest in cost-effective, globally diversified income-focused investments within the telecom sector.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1.5%"}], "exposures": [{"node": "exposure/sector/communication_services/telecommunication_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Vodafone Idea"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
Is Reliance Industries showing an uptrend with high momentum in the equity space for growth? | {"reasoning": "This query is looking for an uptrend with high momentum for Reliance Industries in the equity space, focusing on growth potential. The key elements are the specific ticker (Reliance Industries), the attribute (uptrend with high momentum), the asset type (equity), and the investment goal (growth).", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/up_trend", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Reliance Industries"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/growth"}]}} |
What's the trading volume like for ITC in the high exposure consumer staples sector, particularly food and beverage, within value funds? | {"reasoning": "This query seeks information on the trading volume of ITC, focusing on the high exposure consumer staples sector, specifically food and beverage, within value funds. The investor might be interested in understanding liquidity and investor interest in ITC within this specific sector and investment style.", "parsed_output": {"attributes": [{"node": "attribute/technical/volume", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples/food_beverage_and_tobacco", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ITC"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/value_fund"}], "vehicles": [], "objectives": []}} |
Can you tell me about the SBI FMP Series 64 with a low expense ratio and volatility? I'm interested in the financial sector exposure. | {"reasoning": "This query seeks information on SBI FMP Series 64, emphasizing low expense ratio and volatility, with a focus on financial sector exposure. The investor may be interested in minimizing costs and risks while targeting specific sector exposure. The financial sector's performance can influence their decision.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}, {"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 64 (1169 Days)"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Can you recommend any corporate bond mutual funds in the financial sector with a low expense ratio under 0.5% and volatility below 1% for income? | {"reasoning": "This query seeks recommendations for corporate bond mutual funds in the financial sector with specific criteria: low expense ratio under 0.5%, volatility below 1%, and for income generation. The user is likely interested in minimizing costs and risk while focusing on income from financial sector corporate bonds.", "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": "<1%"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "low", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
How about a value fund portfolio with a 50-day moving average and dividend yield over 3%, but with low exposure to paper and forest products? | {"reasoning": "This query is looking for value funds with specific criteria: a 50-day moving average, a dividend yield over 3%, and low exposure to paper and forest products. The user is likely interested in funds that offer steady income with limited risk from the paper and forest products sector.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": null, "time": "50-day", "quantifier": null}, {"node": "attribute/fundamental/yield/dividend", "qualifier": null, "time": null, "quantifier": ">3%"}], "exposures": [{"node": "exposure/sector/materials/materials/paper_and_forest_products", "qualifier": "low", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/value_fund"}], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
Can you tell me if HDFC Corporate Bond Fund has high risk-adjusted returns with a focus on credit factor exposure for tax harvesting? | {"reasoning": "This query seeks to determine if HDFC Corporate Bond Fund has high risk-adjusted returns, focusing on credit factor exposure for tax harvesting. The key elements are the specific ticker (HDFC Corporate Bond Fund), the attribute (risk-adjusted returns), the qualifying criteria (high), and the context of tax harvesting.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/credit", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Corporate Bond Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Are there any focused ETFs in the consumer durables sector with low volatility, let's say under 20%, perhaps including Voltas? | {"reasoning": "This query seeks focused ETFs in the consumer durables sector with low volatility, specifically under 20%, and possibly including Voltas. The user is interested in minimizing risk (low volatility) while targeting a specific sector (consumer durables) and considering a particular company (Voltas) for potential inclusion.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<20%"}], "exposures": [{"node": "exposure/sector/consumer_discretionary/consumer_durables_and_apparel", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Voltas"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
How significant is the drawdown for portfolios with high exposure to real estate, particularly in REITs, when planning for retirement? | {"reasoning": "This query is looking for information on drawdown significance for portfolios with high real estate exposure, especially in REITs, in the context of retirement planning. The key elements are the attribute (drawdown), the asset type (real estate, REITs), and the context (retirement planning). High exposure to real estate can affect portfolio stability during market downturns, impacting retirement readiness.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
How are HDFC Bank corporate bond funds performing in terms of annualized returns above 8% with a focus on the Nifty 200 index? | {"reasoning": "This query is looking for the performance of HDFC Bank corporate bond funds with annualized returns above 8%, focusing on their relationship to the Nifty 200 index. The key elements include the specific fund type (corporate bond funds), performance metric (annualized returns above 8%), and a market index (Nifty 200).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">8%"}], "exposures": [{"node": "exposure/index/nifty_200", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [], "objectives": []}} |
Are there any SBI Healthcare Opportunities Fund ETFs that focus on high healthcare exposure and offer good risk-adjusted returns? | {"reasoning": "This query is looking for SBI Healthcare Opportunities Fund ETFs with high healthcare exposure and good risk-adjusted returns. The key elements are the specific ticker (SBI Healthcare Opportunities Fund), the sector focus (healthcare), and the qualifying criteria (high exposure and good risk-adjusted returns).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI Healthcare Opportunities Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
How did Maruti Suzuki and Mahindra & Mahindra perform in multi-cap portfolios for diversification since the 1990s? | {"reasoning": "This query seeks performance data for Maruti Suzuki and Mahindra & Mahindra in multi-cap portfolios since the 1990s for diversification purposes. The focus is on specific tickers (Maruti Suzuki, Mahindra & Mahindra), the portfolio type (multi-cap), and the time period (since the 1990s).", "parsed_output": {"attributes": [], "exposures": [], "tickers": [{"name": "Maruti Suzuki"}, {"name": "Mahindra & Mahindra"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/multi_cap_fund"}], "vehicles": [], "objectives": []}} |
Are there any large-cap ETFs focusing on the energy sector with high oil exposure that aim for growth? | {"reasoning": "This query is looking for large-cap ETFs in the energy sector with high oil exposure and a growth aim. The key elements are the asset class (ETFs), the sector (energy), the specific exposure (high oil), the investment strategy (growth), and the market capitalization (large-cap).", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/energy", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/oil", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Can you tell me which corporate bond funds have a long track record in the financial services sector for tax harvesting? | {"reasoning": "This query is looking for corporate bond funds with a long track record in the financial services sector for tax harvesting. The key elements are the asset type (corporate bond funds), the specific sector (financial services), the attribute (long track record), and the strategy (tax harvesting).", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you suggest some large-cap flexi-cap mutual funds with a strong track record of over 10 years and high exposure to the Nifty total market in equities? | {"reasoning": "This query seeks large-cap flexi-cap mutual funds with a strong track record of over 10 years and high exposure to the Nifty total market in equities. The investor is likely interested in funds with a history of stability and performance, focusing on equity exposure to leverage market growth.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": ">10 years"}], "exposures": [{"node": "exposure/index/nifty_total_market", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/flexi_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you give me details on HDFC Liquid Fund's expense ratio and its exposure to Nifty 50 for tax harvesting? | {"reasoning": "This query seeks details on HDFC Liquid Fund's expense ratio and its exposure to Nifty 50 for tax harvesting purposes. The user is interested in the cost efficiency (expense ratio) and market exposure (Nifty 50) of the fund, likely for optimizing tax strategies through tax harvesting.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Liquid Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
For retirement planning, what would you suggest for a portfolio with low volatility under 20%, focusing on Bajaj Auto and including international exposure in equities and government bonds? | {"reasoning": "This query is seeking investment suggestions for a retirement portfolio emphasizing low volatility under 20%, focusing on Bajaj Auto, and including international exposure in equities and government bonds. The user likely aims to balance growth with stability, leveraging Bajaj Auto's performance and diversification through global assets.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<20%"}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bajaj Auto"}], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Are there any REITs in the industrial services sector with a high credit rating that fit into a children's education portfolio? | {"reasoning": "This query is looking for REITs in the industrial services sector with a high credit rating suitable for a children's education portfolio. The key elements are the asset type (REITs), sector (industrial services), attribute (high credit rating), and suitability for a specific investment goal (children's education portfolio).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/industrials/commercial_and_professional_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/education"}]}} |
I'm looking for a low-volatility investment, under 5%, in the beverage sector. How does PepsiCo fit into a retirement-focused portfolio? | {"reasoning": "The query seeks a low-volatility investment under 5% in the beverage sector, specifically evaluating PepsiCo for a retirement-focused portfolio. The user is likely interested in stability and consistent returns, which are crucial for retirement planning. PepsiCo's established market presence and dividend history may align with these goals.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<5%"}], "exposures": [{"node": "exposure/sector/consumer_staples/food_beverage_and_tobacco/beverages", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "PepsiCo"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Should I consider funds in the healthcare sector with high volatility for my retirement plan? | {"reasoning": "This query is evaluating the suitability of healthcare sector funds with high volatility for a retirement plan. The key elements are the asset type (funds), sector (healthcare), attribute (high volatility), and the qualifying investment goal (retirement plan). High volatility may not align with conservative retirement strategies.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/retirement"}]}} |
For retirement planning, how does Tata Power fit into a portfolio with high moving averages and low expense ratios, especially if I'm considering gold commodities? | {"reasoning": "This query examines Tata Power's fit in a retirement portfolio with specific criteria: high moving averages and low expense ratios, while considering gold commodities. The user seeks to balance growth potential (high moving averages) with cost efficiency (low expense ratios) and diversification through commodities like gold.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Tata Power"}], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Are there any ETFs in the real estate sector like DLF aiming for more than 12% annualized returns? | {"reasoning": "This query is looking for ETFs in the real estate sector with a performance goal similar to a specific company (DLF), aiming for more than 12% annualized returns. The key elements are the attribute (annualized returns), the qualifying criterion (more than 12%), and the sector (real estate).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">12%"}], "exposures": [{"node": "exposure/sector/real_estate", "qualifier": null, "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
I'm looking for a balanced hybrid fund with TCS exposure in equities and bonds, having a low expense ratio under 1% and medium volatility for tax harvesting. Got any suggestions? | {"reasoning": "This query seeks a balanced hybrid fund with specific exposure to TCS in both equities and bonds. The investor prioritizes a low expense ratio under 1% and medium volatility, likely for tax harvesting benefits. The focus is on cost efficiency and moderate risk, with a strategic allocation to TCS.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}, {"node": "attribute/technical/risk/volatility", "qualifier": "medium", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/ticker", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "TCS"}], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds"}], "sebi": [{"node": "sebi_classification/hybrid_schemes/balanced_hybrid_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
I'm looking for government bonds with low volatility but high international exposure for income. Any suggestions? | {"reasoning": "This query seeks government bonds with low volatility and high international exposure for income. The key elements are the asset type (government bonds), attributes (low volatility, high international exposure), and the purpose (income). These criteria suggest an interest in stable income with global diversification benefits.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/income"}]}} |
Which small-cap stocks have a market cap below ₹1,250 crore? | {"reasoning":"The query seeks small-cap stocks below a specific market cap threshold of ₹1,250 crore, focusing on the smaller end of the small-cap spectrum.","parsed_output":{"attributes":[{"node":"attribute/style/size/small_cap","qualifier":null,"time":null,"quantifier":null},{"node":"attribute/technical/market_cap","qualifier":null,"time":null,"quantifier":"<1250cr"}],"exposures":[],"tickers":[],"asset_types":[{"node":"asset_type/equity"}],"sebi":[],"vehicles":[{"node":"vehicle/stock"}]}} |
Do Infosys and TCS mutual funds hold high potential for income in the tech sector after 2008? | {"reasoning": "This query is looking for mutual funds related to Infosys and TCS with high income potential in the tech sector post-2008. The key elements are the tickers (Infosys, TCS), attribute (high income potential), the sector (tech), and the qualifying time period (after 2008).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": "high", "time": "after 2008", "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Infosys"}, {"name": "TCS"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Can you tell me if the DSP Healthcare Fund has risk-adjusted returns over 5% in the equity space? | {"reasoning": "This query is looking for the risk-adjusted returns of the DSP Healthcare Fund, specifically if they exceed 5% in the equity space. The key elements are the specific fund (DSP Healthcare Fund), the attribute (risk-adjusted returns), the qualifying threshold (over 5%), and the asset type (equity).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": ">5%"}], "exposures": [], "tickers": [{"name": "DSP Healthcare Fund"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [], "objectives": []}} |
I'm looking for mutual funds with a low drawdown of less than 5% and an expense ratio under 1%, focusing on value and consumer staples sectors. Can you suggest any? Preferably in a conservative hybrid fund with equity and government bonds for income. | {"reasoning": "This query seeks mutual funds with specific criteria: low drawdown (<5%), low expense ratio (<1%), and a focus on value and consumer staples sectors. The user prefers a conservative hybrid fund combining equity and government bonds for income, suggesting a risk-averse strategy while seeking sector-specific exposure.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": null, "time": null, "quantifier": "<5%"}, {"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds/government"}], "sebi": [{"node": "sebi_classification/hybrid_schemes/conservative_hybrid_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
What are the benefits of investing in mutual funds? | {"reasoning":"The query seeks to understand the general advantages and benefits of mutual fund investments.","parsed_output":{"attributes":[],"exposures":[],"tickers":[],"asset_types":[],"sebi":[],"vehicles":[{"node":"vehicle/mutual_fund"}]}} |
I'm looking for low-volatility stocks in the telecommunications sector that are REITs for some steady income. Anything with volatility under 10%? | {"reasoning": "The user is seeking low-volatility stocks in the telecommunications sector that are also REITs, focusing on steady income. The key elements include the specific sector (telecommunications), asset type (REITs), and the qualifying criterion (volatility under 10%). This reflects a preference for stable income with minimal risk.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": "<10%"}], "exposures": [{"node": "exposure/sector/communication_services/telecommunication_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/income"}]}} |
I'm interested in a portfolio with low expense ratios that includes both equities and bonds in the materials sector. Any dynamic asset allocation funds fit this? | {"reasoning": "This query seeks dynamic asset allocation funds with low expense ratios, including both equities and bonds within the materials sector. The user may be interested in minimizing costs while maintaining exposure to diverse asset classes and sectors, potentially for balanced risk and return.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/materials", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds"}], "sebi": [{"node": "sebi_classification/hybrid_schemes/dynamic_asset_allocation_or_balanced_advantage_fund"}], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
Can you find funds investing in Prestige Estates and Brigade Enterprises with a market cap over 10000cr and a high credit rating? | {"reasoning": "This query is looking for funds investing in specific tickers (Prestige Estates and Brigade Enterprises) with criteria of a market cap over 10000 crore and a high credit rating. The key elements are the specific tickers, the market cap threshold, and the credit rating criterion.", "parsed_output": {"attributes": [{"node": "attribute/technical/market_cap", "qualifier": null, "time": null, "quantifier": ">10000cr"}, {"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Prestige EstatesProj"}, {"name": "Brigade Enterprises"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": []}} |
Is Tata Motors stock a good growth option in the large and mid-cap fund category with low volatility? | {"reasoning": "This query is looking for Tata Motors stock as a growth option within large and mid-cap funds, emphasizing low volatility. The key elements are the specific ticker (Tata Motors), the investment strategy (growth), the asset categories (large and mid-cap), and the risk measure (low volatility).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Tata Motors"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/large_and_mid_cap_fund"}], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
I'm interested in ETFs within the IT sector that have a high exposure to software services. Could you look into their VWAP and AUM for me? | {"reasoning": "This query is looking for ETFs in the IT sector with high exposure to software services, focusing on VWAP and AUM. The investor might be interested in understanding price trends (VWAP) and the size or popularity (AUM) of these ETFs to assess potential investment opportunities.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/vwap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/aum", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology/software_and_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Does the ICICI Prudential Energy Fund have a AAA credit rating while focusing on high energy sector exposure? | {"reasoning": "This query is looking for the credit rating (AAA) and sector focus (high energy exposure) of a specific mutual fund (ICICI Prudential Energy Fund). The key elements are the specific mutual fund, the attribute (credit rating), and the focus on the energy sector.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/energy", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Energy Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Are there any mutual funds focusing on Biocon in the life sciences sector with annualized returns over 15%? | {"reasoning": "This query is looking for mutual funds that focus on Biocon within the life sciences sector, with a specific performance criterion of annualized returns over 15%. The key elements are the asset type (mutual funds), the sector (life sciences), the specific company (Biocon), and the performance metric (annualized returns over 15%).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">15%"}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/life_sciences_tools_and_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Biocon"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
How's the expense ratio for Kotak Mahindra Bank stocks in the financial services sector? | {"reasoning": "This query is looking for the expense ratio of Kotak Mahindra Bank stocks within the financial services sector. The key elements are the attribute (expense ratio), the specific ticker (Kotak Mahindra Bank), and the asset class (stocks) in the specified sector (financial services).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services", "qualifier": null, "quantifier": null}], "tickers": [{"name": "Kotak Mahindra Bank"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
How long has the Nippon India Large Cap Fund been around, and does it have a high international exposure in equities? | {"reasoning": "This query is looking for the duration since inception and the level of international exposure in equities for a specific mutual fund (Nippon India Large Cap Fund). The investor might be interested in understanding the fund's historical presence and its global investment strategy.", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Nippon India Large Cap Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
What's the latest market cap for SBI, aiming for around 50,000cr, especially if they have high exposure to regional banks (<30%) and low exposure to real estate REITs (<10%)? Looking at stocks for savings, including commodities like gold. | {"reasoning": "This query seeks the latest market cap for SBI, ideally around 50,000cr. The user is interested in SBI's exposure to regional banks and real estate REITs, preferring lower percentages. They are considering stocks for savings and are also interested in commodities like gold, indicating a diversified investment strategy.", "parsed_output": {"attributes": [{"node": "attribute/technical/market_cap", "qualifier": null, "time": null, "quantifier": "=50000cr"}], "exposures": [{"node": "exposure/sector/financials/banks/banks/regional_banks", "qualifier": "high", "quantifier": "<30%"}, {"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits", "qualifier": "low", "quantifier": "<10%"}], "tickers": [{"name": "SBI"}], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/savings"}]}} |
Are there any large cap ETFs focused on SBI with tax harvesting benefits? | {"reasoning": "This query is looking for large cap ETFs focused on a specific ticker (SBI) with tax harvesting benefits. The key elements are the asset class (ETFs), the specific focus (SBI), the market cap category (large cap), and the tax strategy (tax harvesting benefits).", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "SBI"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
How has the HDFC Gilt Fund performed in terms of risk-adjusted returns with high momentum in the government bonds category? | {"reasoning": "This query seeks the performance of HDFC Gilt Fund in terms of risk-adjusted returns with high momentum in the government bonds category. The key elements are the specific ticker (HDFC Gilt Fund), the attribute (risk-adjusted returns), the qualifying criterion (high momentum), and the asset type (government bonds).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/momentum", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Gilt Fund"}], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [], "objectives": []}} |
What's the volatility like for Nippon India Silver ETF Fund of Fund, especially with high silver exposure and low gas utilities, if it's under 20%? | {"reasoning": "This query is looking for the volatility of a specific fund (Nippon India Silver ETF Fund of Fund) with particular exposure characteristics. The key elements are the attribute (volatility), specific ticker, asset types (high silver exposure, low gas utilities), and a threshold (under 20%). This might interest those focusing on commodity exposure and sector-specific risks.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<20%"}], "exposures": [{"node": "asset_type/commodities/silver", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities/utilities/gas_utilities", "qualifier": "low", "quantifier": null}], "tickers": [{"name": "Nippon India Silver ETF Fund of Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Are there any ETFs in the IT sector with a focused equity scheme and an alpha greater than 10% for growth? | {"reasoning": "This query is looking for ETFs in the IT sector with a focused equity scheme and a specific performance metric (alpha greater than 10%) for growth. The key elements are the asset type (ETFs), sector (IT), strategy (focused equity), and performance criterion (alpha > 10%).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/alpha", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/focused_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
How does the DSP Healthcare Fund perform in terms of high risk-adjusted returns and credit rating? I'm interested in ETFs with a focus on healthcare tech. | {"reasoning": "This query is looking for the performance of DSP Healthcare Fund in terms of risk-adjusted returns and credit rating, with an interest in ETFs focused on healthcare tech. The key elements are the specific fund (DSP Healthcare Fund), attributes (risk-adjusted returns, credit rating), and asset type (ETFs) with a sector focus (healthcare tech).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "DSP Healthcare Fund"}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Can you tell me about the ICICI Prudential Balanced Advantage Fund? I'm interested in its high alpha returns over 10%, especially if it has a high liquidity and value factor exposure in both equity and bonds for growth and income. | {"reasoning": "The user is interested in the ICICI Prudential Balanced Advantage Fund, focusing on its high alpha returns exceeding 10%. They are particularly interested in its exposure to high liquidity and value factors in both equity and bonds, aiming for growth and income. This suggests a strategy seeking both performance and stability.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/alpha", "qualifier": "high", "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/factor/liquidity", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Balanced Advantage Fund"}], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/bonds"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/growth"}, {"node": "objective/income"}]}} |
Could you suggest some gilt funds with low volatility but high credit exposure for generating income? | {"reasoning": "This query is looking for gilt funds with low volatility and high credit exposure to generate income. The key elements are the asset type (gilt funds), attributes (low volatility, high credit exposure), and the purpose (income generation). Gilt funds are known for safety, but the user seeks specific risk-return characteristics.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/credit", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [{"node": "sebi_classification/debt_schemes/gilt_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
I'm looking into credit risk funds in the consumer services sector with medium volatility for starting a business. What options do I have? | {"reasoning": "This query seeks credit risk funds within the consumer services sector, focusing on medium volatility, for business startup purposes. The key elements are the asset type (credit risk funds), the sector (consumer services), the qualifying criterion (medium volatility), and the investment purpose (starting a business).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "medium", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary/consumer_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/credit_risk_fund"}], "vehicles": [], "objectives": [{"node": "objective/start_business"}]}} |
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