query
stringlengths 13
292
| reasoned_parsed_output
stringlengths 189
1.58k
|
|---|---|
Can you suggest corporate bond funds in biotech with a high credit rating for income investment? | {"reasoning": "This query is looking for corporate bond funds in the biotech sector with a high credit rating for income investment. The key elements are the asset class (corporate bond funds), sector (biotech), and qualifying criteria (high credit rating), indicating a focus on income and stability.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "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": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/income"}]}} |
How do ETFs tracking the Nifty 50 perform in terms of relative volume for gold investments, especially for tax harvesting purposes? | {"reasoning": "This query seeks information on the performance of ETFs tracking the Nifty 50 in terms of relative volume for gold investments, with a focus on tax harvesting. The key elements are the asset type (ETFs), the benchmark (Nifty 50), and the specific context (gold investments and tax harvesting).", "parsed_output": {"attributes": [{"node": "attribute/technical/volume/relative_volume", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/materials/materials/metals_and_mining/gold", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you suggest mutual funds with low expense ratios, under 1%, and high risk-adjusted returns in the financial sector, focusing on ICICI Bank and HDFC Bank, that fit the flexi cap fund category for growth? | {"reasoning": "The user is looking for mutual funds in the financial sector with specific criteria: low expense ratios under 1%, high risk-adjusted returns, focused on ICICI Bank and HDFC Bank, and fitting the flexi cap fund category for growth. This suggests a desire for cost-effective, high-performing, diversified investment options in prominent banks.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "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/ticker", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Bank"}, {"name": "HDFC Bank"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/flexi_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Are there any banking and PSU mutual funds with a low expense ratio under 0.5% and high Nifty 50 exposure that focus on corporate bonds for income? | {"reasoning": "This query seeks banking and PSU mutual funds with a low expense ratio (under 0.5%), high exposure to a specific index (Nifty 50), and a focus on corporate bonds for income. The investor likely wants cost-effective funds with a strategic focus on corporate bonds while maintaining significant equity exposure.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<0.5%"}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [{"node": "sebi_classification/debt_schemes/banking_and_psu_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Can you tell me about stocks like ITC and Hindustan Unilever in the consumer staples sector that had high annualized returns over the last 5 years, particularly those over 10%? | {"reasoning": "This query is looking for stocks in the consumer staples sector with high annualized returns over the last 5 years, specifically over 10%. The user is interested in stocks similar to ITC and Hindustan Unilever, likely due to their performance or market position.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": "last 5 years", "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ITC"}, {"name": "Hindustan Unilever"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
Can you suggest mutual funds that provide high yield and volume, especially in the energy sector, involving Indian Oil Corp. and NTPC, for both bonds and REITs? | {"reasoning": "This query is looking for mutual funds with high yield and volume, specifically in the energy sector, involving Indian Oil Corp. and NTPC, and covering both bonds and REITs. The key elements are the attributes (high yield and volume), the sector (energy), specific tickers (Indian Oil Corp., NTPC), and asset types (bonds, REITs).", "parsed_output": {"attributes": [{"node": "attribute/technical/volume", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/fundamental/yield", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/energy", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Indian Oil Corp."}, {"name": "NTPC"}], "asset_types": [{"node": "asset_type/bonds"}, {"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Are there any ETFs focused on mortgage REITs with over 20% international exposure and high annualized returns exceeding 8%? | {"reasoning": "This query seeks ETFs focused on mortgage REITs with specific criteria: over 20% international exposure and high annualized returns exceeding 8%. The user is likely interested in diversified geographic exposure and strong performance, reflecting a strategy to balance risk with potential high returns in the real estate sector.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": ">8%"}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": ">20%"}, {"node": "exposure/sector/financials/financial_services/mortgage_real_estate_investment_trusts_reits/mortgage_reits", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Is Tata Motors showing a high momentum trend a good pick for tax harvesting with ETFs? | {"reasoning": "This query is assessing whether Tata Motors, showing high momentum, is suitable for tax harvesting with ETFs. The user is interested in a specific ticker (Tata Motors), an attribute (high momentum trend), and a strategy (tax harvesting), considering the potential tax benefits and market timing.", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/up_trend", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Tata Motors"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Is ICICI Prudential Retirement Fund a good pick for large-cap exposure in Nifty 50 and some international diversification, especially if I'm also considering gold? | {"reasoning": "This query is evaluating ICICI Prudential Retirement Fund for large-cap exposure in Nifty 50 and international diversification, with an interest in gold. The user is assessing the fund's alignment with specific asset types and diversification goals, reflecting a strategy to balance domestic and international investments, including commodities.", "parsed_output": {"attributes": [], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}, {"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Retirement Fund"}], "asset_types": [{"node": "asset_type/equity"}, {"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [], "objectives": []}} |
Can you find me some high dividend yield ETFs focused on the materials sector with an emphasis on containers and packaging for income? | {"reasoning": "This query is looking for ETFs with high dividend yields in the materials sector, specifically emphasizing containers and packaging. The key elements are the asset type (ETFs), the attribute (high dividend yield), the sector (materials), and the focus (containers and packaging) for income generation.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/materials", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/materials/materials/containers_and_packaging", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
Can you break down the large-cap and expense ratio details for Prestige EstatesProj in a balanced hybrid fund, especially with high volatility REITs for retirement? | {"reasoning": "This query is looking for details on large-cap and expense ratio for Prestige EstatesProj within a balanced hybrid fund, with a focus on high volatility REITs for retirement. The key elements are the asset type (large-cap), attribute (expense ratio), and specific interest in high volatility REITs for retirement planning.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "attribute/technical/risk/volatility", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Prestige EstatesProj"}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [{"node": "sebi_classification/hybrid_schemes/balanced_hybrid_fund"}], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Are Ultratech Cement and Ambuja Cement good for growth, considering their market cap is over 5000cr and they're in the construction materials sector? | {"reasoning": "This query is evaluating Ultratech Cement and Ambuja Cement for growth potential based on their market cap exceeding 5000 crore and their presence in the construction materials sector. The user is interested in companies with significant market capitalization in a sector that may benefit from infrastructure development and economic growth.", "parsed_output": {"attributes": [{"node": "attribute/technical/market_cap", "qualifier": null, "time": null, "quantifier": ">5000cr"}], "exposures": [{"node": "exposure/sector/materials/materials/construction_materials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Ultratech Cement"}, {"name": "Ambuja Cement"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/growth"}]}} |
What's the drawdown risk for a portfolio with HCL Tech exposure in IT and banks sectors over the last decade, aiming for retirement? | {"reasoning": "This query seeks the drawdown risk of a portfolio with HCL Tech exposure, focusing on IT and banks sectors over the last decade, for retirement purposes. The key elements are the attribute (drawdown risk), the qualifying time period (last decade), the specific ticker (HCL Tech), and the investment goal (retirement).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": null, "time": "last decade", "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": null, "quantifier": null}, {"node": "exposure/sector/financials/banks", "qualifier": null, "quantifier": null}], "tickers": [{"name": "HCL Tech."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you find an ETF focused on Reliance Industries with a low expense ratio under 0.5% and volatility below 15%, while having more than 30% in gas utilities and less than 10% international exposure? | {"reasoning": "The user is looking for an ETF with specific criteria: focused on Reliance Industries, low expense ratio under 0.5%, volatility below 15%, more than 30% in gas utilities, and less than 10% international exposure. These criteria suggest a focus on cost-efficiency, risk management, and sector-specific exposure within a domestic context.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<15%"}, {"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<0.5%"}], "exposures": [{"node": "exposure/ticker", "qualifier": null, "quantifier": null}, {"node": "exposure/sector/utilities/utilities/gas_utilities", "qualifier": "high", "quantifier": ">30%"}, {"node": "exposure/region/international", "qualifier": "high", "quantifier": "<10%"}], "tickers": [{"name": "Reliance Industries"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
I'm interested in Wipro stocks in mid-cap funds with high international exposure and semiconductor focus for tax harvesting. What do you recommend? | {"reasoning": "The user is interested in Wipro stocks within mid-cap funds that have high international exposure and a focus on semiconductors for tax harvesting purposes. This suggests a strategy to offset capital gains with losses while targeting specific sectors and geographical diversification in a mid-cap range.", "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/information_technology/semiconductors_and_semiconductor_equipment", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Wipro"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Are there any mutual funds investing in Bharti Airtel bonds with an expense ratio under 1% for income? | {"reasoning": "This query is looking for mutual funds investing in Bharti Airtel bonds with an expense ratio under 1% for the purpose of income generation. The key elements are the asset type (mutual funds), specific investment (Bharti Airtel bonds), qualifying criterion (expense ratio under 1%), and purpose (income).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/ticker", "qualifier": null, "quantifier": null}], "tickers": [{"name": "Bharti Airtel"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
How does Nestle's price compare to its VWAP, considering it's part of a focused ETF in the consumer staples sector? | {"reasoning": "This query seeks to compare Nestle's current price to its VWAP, emphasizing its inclusion in a focused ETF within the consumer staples sector. The investor may be interested in price trends relative to average trading prices, particularly within the context of sector-specific ETFs.", "parsed_output": {"attributes": [{"node": "attribute/technical/price", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/price/vwap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples", "qualifier": null, "quantifier": null}], "tickers": [{"name": "Nestle"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
What's the expense ratio of ICICI Prudential Equity-Arbitrage Fund, and how high is its exposure to the consumer staples sector? | {"reasoning": "This query seeks the expense ratio and sector exposure of a specific mutual fund (ICICI Prudential Equity-Arbitrage Fund). The focus is on cost efficiency (expense ratio) and sector allocation (consumer staples), which can impact the fund's performance and risk profile.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Equity-Arbitrage Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Can you tell me about the volatility of Aarti Inds in the chemicals sector and how it fits into a balanced advantage fund for risk management? | {"reasoning": "This query is looking for the volatility of a specific ticker (Aarti Inds) in the chemicals sector and its role in a balanced advantage fund for risk management. The key elements are the attribute (volatility), the specific sector (chemicals), and the investment vehicle (balanced advantage fund).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/materials/materials/chemicals", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Aarti Inds"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
I'm interested in mutual funds that invest in Dabur India and have annualized returns over 10%, especially in the consumer discretionary sector. Can you suggest any large and mid cap funds? | {"reasoning": "This query seeks mutual funds investing in Dabur India with annualized returns over 10%, focusing on the consumer discretionary sector. The user is interested in large and mid cap funds, likely for growth potential and sector-specific exposure. The emphasis on Dabur India suggests a focus on a specific company's performance within this sector.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Dabur India"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/large_and_mid_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
How's the ICICI Prudential Focused Equity Fund performing with risk-adjusted returns over 10% and high exposure to Nifty 50? | {"reasoning": "This query is looking for the performance of a specific mutual fund (ICICI Prudential Focused Equity Fund) with risk-adjusted returns exceeding 10% and significant exposure to a specific index (Nifty 50). The key elements are the attribute (risk-adjusted returns), the qualifying criterion (over 10%), and the specific exposure (Nifty 50).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Focused Equity Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Could you recommend a portfolio with ICICI Prudential Constant Maturity Gilt Fund that has low tracking error, less than 0.5% exit load, and international exposure for retirement planning? | {"reasoning": "This query is seeking a portfolio recommendation including ICICI Prudential Constant Maturity Gilt Fund with specific criteria: low tracking error, exit load under 0.5%, and international exposure for retirement planning. The user is likely interested in minimizing costs and risks while ensuring global diversification for long-term stability.", "parsed_output": {"attributes": [{"node": "attribute/technical/tracking_error", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/cost/exit_load", "qualifier": null, "time": null, "quantifier": "<0.5%"}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Constant Maturity Gilt Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Which stocks in the tech sector have a beta higher than 1.2? | {"reasoning":"This query identifies technology stocks with higher market sensitivity, specifically those with beta exceeding 1.2, indicating above-market volatility.","parsed_output":{"attributes":[{"node":"attribute/technical/beta","qualifier":null,"time":null,"quantifier":">1.2"}],"exposures":[{"node":"exposure/sector/information_technology","qualifier":"high","quantifier":null}],"tickers":[],"asset_types":[{"node":"asset_type/equity"}],"sebi":[],"vehicles":[{"node":"vehicle/stock"}]}} |
How volatile are gold commodities in a portfolio with high international exposure for wealth preservation? | {"reasoning": "This query is looking for the volatility of gold commodities in a portfolio with high international exposure, focusing on wealth preservation. The key elements are the attribute (volatility), the asset type (gold commodities), and the specific context (high international exposure for wealth preservation).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/custom"}]}} |
Can you recommend a mutual fund that invests in high-volatility gold commodities within the consumer staples sector for income? | {"reasoning": "This query seeks a mutual fund that targets high-volatility gold commodities within the consumer staples sector for income generation. The key elements are the asset type (mutual fund), sector (consumer staples), investment focus (gold commodities), and objective (income). The user is likely interested in combining commodity exposure with sector-specific investment for potential income.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Are there any portfolios with Reliance Communications that offer over 15% cumulative returns in telecommunication services and high value factor exposure? | {"reasoning": "This query seeks portfolios containing Reliance Communications with over 15% cumulative returns in telecommunication services and high value factor exposure. The key elements are the specific company (Reliance Communications), attribute (cumulative returns over 15%), industry (telecommunication services), and factor exposure (high value).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": null, "time": null, "quantifier": ">15%"}], "exposures": [{"node": "exposure/sector/communication_services/telecommunication_services", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Reliance Communications"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
How's the credit rating for ICICI Bank bonds in consumer staples sectors, especially within government bonds in equity savings schemes? | {"reasoning": "This query is looking for the credit rating of ICICI Bank bonds specifically in the consumer staples sector, focusing on government bonds within equity savings schemes. The key elements are the specific ticker (ICICI Bank), asset type (bonds), sector (consumer staples), and investment vehicle (equity savings schemes).", "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": [{"name": "ICICI Bank"}], "asset_types": [{"node": "asset_type/bonds"}], "sebi": [{"node": "sebi_classification/hybrid_schemes/equity_savings"}], "vehicles": [], "objectives": []}} |
Are there any mutual funds with HCL Tech that offer high risk-adjusted returns over 5%, especially in IT and communication sectors? | {"reasoning": "This query seeks mutual funds containing HCL Tech with high risk-adjusted returns over 5%, focusing on IT and communication sectors. The key elements include the specific company (HCL Tech), the attribute (risk-adjusted returns over 5%), and the sectors of interest (IT and communication). This indicates an interest in sector-specific performance.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": ">5%"}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/communication_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HCL Tech."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you suggest funds with high credit ratings in the insurance sector, maybe HDFC Life Insurance bonds, for generating income? | {"reasoning": "This query is looking for funds with high credit ratings in the insurance sector, specifically mentioning HDFC Life Insurance bonds, to generate income. The key elements are the attribute (high credit ratings), the sector (insurance), the specific ticker (HDFC Life Insurance bonds), and the purpose (income generation).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Life Insurance"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/income"}]}} |
Looking at stocks, how did Interglobe Aviation and SpiceJet perform in 2023 with average volumes over 1 million, especially in the passenger airlines sector? | {"reasoning": "This query is looking for the performance of specific stocks (Interglobe Aviation and SpiceJet) in 2023, with a focus on average trading volumes over 1 million. The user is interested in the passenger airlines sector, likely to understand market trends and stock liquidity within this industry.", "parsed_output": {"attributes": [{"node": "attribute/technical/volume/average_volume", "qualifier": null, "time": "2023", "quantifier": ">1M"}], "exposures": [{"node": "exposure/sector/industrials/transportation/passenger_airlines", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Interglobe Aviation"}, {"name": "SpiceJet"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
Are there any large-cap ETFs focused on the oil sector with a good expense ratio for growth? | {"reasoning": "This query seeks large-cap ETFs in the oil sector with a favorable expense ratio for growth. The user is interested in a specific asset type (ETFs), sector (oil), market cap (large-cap), and investment objective (growth), all while considering the cost efficiency (expense ratio) of the investment.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/oil", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Can you find any mutual funds focused on energy equipment and services with Larsen & Toubro that offer a dividend yield above 3%? | {"reasoning": "This query seeks mutual funds focused on energy equipment and services including Larsen & Toubro, with a dividend yield above 3%. The key elements are the asset type (mutual funds), sector focus (energy equipment and services), specific company (Larsen & Toubro), and the qualifying criterion (dividend yield above 3%).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": null, "time": null, "quantifier": ">3%"}], "exposures": [{"node": "exposure/sector/energy/energy/energy_equipment_and_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Larsen & Toubro"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Which REITs in the transportation sector, such as Siemens, have an expense ratio below 1% for tax harvesting purposes? | {"reasoning": "This query is looking for REITs in the transportation sector with an expense ratio below 1% for tax harvesting purposes. The key elements are the asset type (REITs), sector (transportation), specific ticker example (Siemens), and the qualifying criteria (expense ratio below 1%). Tax harvesting is a strategy to optimize returns.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/industrials/transportation", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Siemens"}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
I'm looking for a corporate bond mutual fund with a high credit rating, especially those investing less than 25% in commercial services and over 10% in renewable electricity. | {"reasoning": "This query seeks a corporate bond mutual fund with a high credit rating, focusing on sector allocation. The investor wants minimal exposure to commercial services (less than 25%) and significant exposure to renewable electricity (over 10%), likely reflecting a preference for stability and sustainable investments.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/industrials/commercial_and_professional_services/commercial_services_and_supplies", "qualifier": "high", "quantifier": "<25%"}, {"node": "exposure/sector/utilities/utilities/independent_power_and_renewable_electricity_producers", "qualifier": "high", "quantifier": ">10%"}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you find an ETF with TCS and Infosys that had high returns over 15% in 2023 and low volatility under 10%, focusing on semiconductors and Nifty 50? | {"reasoning": "This query seeks an ETF containing TCS and Infosys, with high returns over 15% in 2023 and low volatility under 10%. The focus is on sectors (semiconductors) and indices (Nifty 50), indicating interest in stable, high-performing investments with specific sector and regional exposure.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns", "qualifier": null, "time": "2023", "quantifier": ">15%"}, {"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<10%"}], "exposures": [{"node": "exposure/sector/information_technology/semiconductors_and_semiconductor_equipment", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "TCS"}, {"name": "Infosys"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Is the NAV of ICICI Bank or SBI REIT ETFs currently at 1000 with more than 70% exposure, suitable for tax harvesting? | {"reasoning": "This query is looking for ETFs (ICICI Bank or SBI REIT) with a NAV of 1000, more than 70% exposure, and suitability for tax harvesting. The key elements are the attribute (NAV), quantitative criteria (1000, >70% exposure), and the specific tickers (ICICI Bank, SBI REIT).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/nav", "qualifier": null, "time": null, "quantifier": "=1000"}], "exposures": [{"node": null, "qualifier": "high", "quantifier": ">70%"}], "tickers": [{"name": "ICICI Bank"}, {"name": "SBI"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Looking for ETFs with low volatility but high exposure to industrial services, any large-cap options for growth? | {"reasoning": "This query seeks ETFs with low volatility and high exposure to industrial services, focusing on large-cap options for growth. The user is likely interested in stable investments (low volatility) that still offer growth potential (large-cap, industrial services), reflecting a balanced risk-reward strategy in a specific sector.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/industrials/commercial_and_professional_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Can you recommend some high mid-cap ETFs in the Nifty 500 for educational purposes? | {"reasoning": "This query is looking for recommendations on high mid-cap ETFs within the Nifty 500 index. The user is interested in ETFs that focus on mid-cap stocks, likely for their growth potential, and specifies the Nifty 500 as the context. The purpose is educational, not for immediate investment.", "parsed_output": {"attributes": [{"node": "attribute/style/size/mid_cap", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_500", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/education"}]}} |
Are there any ETFs from Reliance Industries with a low expense ratio under 1% that focus on telecom alternative carriers with high exposure? | {"reasoning": "This query seeks ETFs associated with Reliance Industries, focusing on telecom alternative carriers with high exposure and a low expense ratio under 1%. The user is interested in cost-effective investment options within the telecom sector, likely aiming to optimize returns while minimizing costs.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/communication_services/telecommunication_services/diversified_telecommunication_services/alternative_carriers", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Reliance Industries"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
How risky is investing in low market cap REITs like Mindtree in the technology sector, considering high volatility under 20%? | {"reasoning": "This query assesses the risk of investing in low market cap REITs, specifically mentioning Mindtree in the technology sector. The user is concerned about high volatility, defined as under 20%. The focus is on the relationship between market cap, sector-specific risk, and volatility.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<20%"}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Mindtree"}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [], "objectives": []}} |
Are there any small-cap mutual funds in the IT sector focusing on growth? | {"reasoning": "This query is looking for small-cap mutual funds in the IT sector with a focus on growth. The key elements are the asset type (mutual funds), the market cap category (small-cap), the sector (IT), and the investment style (growth).", "parsed_output": {"attributes": [{"node": "attribute/style/size/small_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
What's the annualized return of Indian Oil Corp.'s portfolio in high-specialized REITs and utilities sectors? Considering it for retirement. | {"reasoning": "This query seeks the annualized return of Indian Oil Corp.'s portfolio focused on high-specialized REITs and utilities sectors, considering retirement planning. The key elements are the attribute (annualized return), the specific sectors (REITs and utilities), and the context of retirement investment, indicating a focus on stable, long-term returns.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/specialized_reits", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities/utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Indian Oil Corp."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
I'm looking for a mutual fund with Petronet LNG that has low volatility and trades above the 200-day moving average, within the gas utility and value sectors, aligning with a conservative hybrid fund for retirement. | {"reasoning": "This query is looking for a mutual fund containing Petronet LNG with specific criteria: low volatility, trading above the 200-day moving average, within the gas utility and value sectors, and aligning with a conservative hybrid fund for retirement. The user is interested in stability and growth potential for retirement, focusing on specific sectors and risk tolerance.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/technical/price/moving_average", "qualifier": null, "time": null, "quantifier": "above 200-day"}], "exposures": [{"node": "exposure/sector/utilities/utilities/gas_utilities", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Petronet LNG"}], "asset_types": [], "sebi": [{"node": "sebi_classification/hybrid_schemes/conservative_hybrid_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Is Avenue Supermarts showing a strong uptrend in the consumer discretionary sector, particularly in broadline retail? | {"reasoning": "This query is looking for a strong uptrend of a specific ticker (Avenue Supermarts) within a specific sector (consumer discretionary) and industry (broadline retail). The user might be interested in growth opportunities in this sector and industry, particularly if Avenue Supermarts is outperforming its peers.", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/up_trend", "qualifier": "strong", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary/consumer_discretionary_distribution_and_retail/broadline_retail", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Avenue Supermarts"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Can you tell me if the HDFC Low Duration Fund offers high risk-adjusted returns in the utilities sector for retirement? | {"reasoning": "This query is looking for the risk-adjusted returns of a specific mutual fund (HDFC Low Duration Fund) in a specific sector (utilities) for a specific purpose (retirement). The user may be interested in ensuring that the fund provides high returns relative to its risk, particularly in the utilities sector, which is often considered stable for retirement investments.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Low Duration Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you find me some high dividend yield stocks in the financial sector like HDFC Bank or ICICI Bank? I'm interested in income-focused equity. | {"reasoning": "The user is looking for high dividend yield stocks in the financial sector, similar to HDFC Bank or ICICI Bank, indicating an interest in income-focused equity. This suggests a preference for stocks that provide regular income through dividends, particularly in a sector known for stability and consistent returns.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}, {"name": "ICICI Bank"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/income"}]}} |
What are some good mutual funds with exposure to consumer discretionary no more than 15%? | {"reasoning":"The query seeks high-performing mutual funds with limited consumer discretionary exposure, specifically capped at 15%.","parsed_output":{"attributes":[{"node":"attribute/technical/performance","qualifier":"high","time":null,"quantifier":null}],"exposures":[{"node":"exposure/sector/consumer_discretionary","qualifier":null,"quantifier":"<15%"}],"tickers":[],"asset_types":[],"sebi":[],"vehicles":[{"node":"vehicle/mutual_fund"}]}} |
Looking for ETFs in Nifty 50 with a high market cap and AUM over 10000cr in the last 6 months. Any large cap equity funds with growth objectives? | {"reasoning": "This query seeks ETFs within the Nifty 50 index that have both a high market cap and an AUM exceeding 10000 crore over the past 6 months. Additionally, it looks for large-cap equity funds with growth objectives. The focus is on established, stable investments with potential for growth.", "parsed_output": {"attributes": [{"node": "attribute/technical/market_cap", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/aum", "qualifier": null, "time": "last 6 months", "quantifier": ">10000cr"}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Are there any corporate bond portfolios in the utilities sector with a 0% exit load and annualized returns over 6% for growth? | {"reasoning": "This query seeks corporate bond portfolios in the utilities sector with specific criteria: a 0% exit load and annualized returns over 6% for growth. The focus is on minimizing exit costs while ensuring significant growth, targeting investors interested in stable yet profitable investments in the utilities sector.", "parsed_output": {"attributes": [{"node": "attribute/cost/exit_load", "qualifier": "low", "time": null, "quantifier": "0%"}, {"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">6%"}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/growth"}]}} |
I'm interested in large cap mutual funds focusing on aluminum with a market cap over 10000cr. How about Hindalco or Vedanta for growth? | {"reasoning": "The query seeks large cap mutual funds focusing on aluminum with a market cap over 10000cr, specifically considering Hindalco or Vedanta for growth potential. The user is interested in combining the stability of large cap funds with the growth opportunities in the aluminum sector, reflecting a targeted investment strategy.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/market_cap", "qualifier": null, "time": null, "quantifier": ">10000cr"}], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining/aluminum", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Hindalco"}, {"name": "Vedanta"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Can you tell me about HDFC Retirement Savings Fund's expense ratio and drawdown if I'm looking at corporate bonds in the financial sector with low costs? | {"reasoning": "This query is looking for the expense ratio and drawdown of a specific mutual fund (HDFC Retirement Savings Fund) with a focus on corporate bonds in the financial sector. The key elements include the specific fund, the asset type (corporate bonds), the sector (financial), and the qualifying criterion (low costs).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/drawdown", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "low", "quantifier": null}], "tickers": [{"name": "HDFC Retirement Savings Fund"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Are there any balanced hybrid funds with an expense ratio under 1.5% in the consumer staples and communication services sectors for diversification and income? | {"reasoning": "The user is looking for balanced hybrid funds with an expense ratio under 1.5% in specific sectors (consumer staples and communication services) for diversification and income. They may be interested in these criteria to balance risk and return while minimizing costs, and focusing on sectors that offer stability and growth potential.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1.5%"}], "exposures": [{"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/communication_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/hybrid_schemes/balanced_hybrid_fund"}], "vehicles": [], "objectives": [{"node": "objective/income"}]}} |
I'd like to customize my portfolio with large-cap equity, especially TCS, with a high focus on the IT sector. What do you think? | {"reasoning": "The user is interested in customizing their portfolio to include large-cap equities, with a particular focus on TCS and the IT sector. This suggests a preference for established companies with strong market positions. The IT sector focus may be due to its growth potential and recent performance trends.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "TCS"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
Are United Spirits stocks delivering annualized returns over 10% with a focus on growth in the beverage sector? | {"reasoning": "This query is looking for United Spirits stocks delivering annualized returns over 10% with a focus on growth in the beverage sector. The key elements are the attribute (annualized returns), the qualifying criterion (over 10%), the specific ticker (United Spirits), and the sector focus (beverage sector).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/consumer_staples/food_beverage_and_tobacco/beverages", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "United Spirits"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
I'm looking for ETFs with high risk-adjusted returns over 5%, particularly in the insurance sector, like SBI Life Insuran, for retirement planning. Got any suggestions? | {"reasoning": "This query seeks ETFs with high risk-adjusted returns exceeding 5%, specifically within the insurance sector, exemplified by SBI Life Insuran. The focus is on retirement planning, indicating a long-term investment horizon with a preference for stable, sector-specific growth.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": ">5%"}], "exposures": [{"node": "exposure/sector/financials/insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI Life Insuran"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
I'm looking for mutual funds in the IT sector like Infosys and TCS with high cumulative returns over 10% and low volatility. Got any growth-oriented ones? | {"reasoning": "This query seeks mutual funds in the IT sector, specifically similar to Infosys and TCS, with high cumulative returns over 10% and low volatility. The user is interested in growth-oriented funds, indicating a preference for potential capital appreciation in a volatile market context.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": "high", "time": null, "quantifier": ">10%"}, {"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "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/growth"}]}} |
Can you suggest a mutual fund with medium volatility, specifically in the utilities sector, that includes NTPC and fits an income objective? | {"reasoning": "This query seeks a mutual fund with medium volatility in the utilities sector, including NTPC, and aligned with an income objective. The user is interested in balancing risk (medium volatility) while focusing on income generation, possibly due to the stable nature of utilities and NTPC's inclusion.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "medium", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}, {"node": "exposure/ticker", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "NTPC"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Can you suggest some corporate bond funds with a yield of 4% and low volatility under 10% in the utilities sector for retirement planning? | {"reasoning": "This query is looking for corporate bond funds with specific criteria: a yield of 4%, low volatility under 10%, and within the utilities sector, aimed at retirement planning. The focus is on balancing yield and risk in a stable sector for long-term financial security.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield", "qualifier": null, "time": null, "quantifier": "=4%"}, {"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<10%"}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/corporate_bond_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Could you tell me the expense ratio for Nippon India Pharma Fund in the consumer discretionary sector? | {"reasoning": "This query is looking for the expense ratio of a specific mutual fund (Nippon India Pharma Fund) in a specific sector (consumer discretionary). The key elements are the attribute (expense ratio), specific mutual fund (Nippon India Pharma Fund), and the sector (consumer discretionary).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Nippon India Pharma Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Can you suggest an ETF like Axis Focused 25 Fund with low beta under 1 and high exposure to IT sector for tax harvesting? | {"reasoning": "This query seeks an ETF similar to Axis Focused 25 Fund with a low beta under 1, high exposure to the IT sector, and suitability for tax harvesting. The user is interested in minimizing market volatility (low beta) while benefiting from sector-specific growth (IT) and optimizing tax strategies.", "parsed_output": {"attributes": [{"node": "attribute/technical/beta", "qualifier": null, "time": null, "quantifier": "<1"}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Axis Focused 25 Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Are there any ETFs with an expense ratio under 1.5% that invest heavily in financial insurance and capital goods sectors and include HDFC Life Insurance among corporate bonds? | {"reasoning": "This query seeks ETFs with an expense ratio under 1.5%, focusing on financial, insurance, and capital goods sectors, and including HDFC Life Insurance among corporate bonds. The user is likely interested in cost-effective ETFs with sector-specific exposure and a specific corporate bond component, reflecting a targeted investment strategy.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1.5%"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/insurance", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/industrials/capital_goods", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Life Insurance"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Can you recommend mutual funds focused on REITs with a high dividend yield for income? | {"reasoning": "The user is looking for mutual funds that focus on REITs with a high dividend yield, indicating an interest in income generation. This suggests a focus on income-producing investments, likely due to the current low-interest-rate environment or a need for steady cash flow.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Are there any ETFs in the multi-cap category with a moving average over 200 days, focusing on the financial sector? | {"reasoning": "This query is looking for ETFs in the multi-cap category with a moving average over 200 days, specifically focusing on the financial sector. The key elements are the asset type (ETFs), category (multi-cap), attribute (moving average over 200 days), and sector focus (financial sector).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": null, "time": null, "quantifier": ">200 days"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": null, "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/multi_cap_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Funds with AUM less than 1000 crore? | {"reasoning":"This query filters mutual funds based on a specific AUM threshold, targeting smaller funds under 1000 crore.","parsed_output":{"attributes":[{"node":"attribute/technical/aum","qualifier":null,"time":null,"quantifier":"<1000cr"}],"exposures":[],"tickers":[],"asset_types":[],"sebi":[],"vehicles":[{"node":"vehicle/mutual_fund"}]}} |
Are ICICI Prudential Money Market Funds suitable for low drawdown and high credit exposure? | {"reasoning": "This query is assessing the suitability of ICICI Prudential Money Market Funds for low drawdown and high credit exposure. The key elements are the specific fund (ICICI Prudential Money Market Funds), the desired attributes (low drawdown, high credit exposure), and the absence of a specific time period.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/credit", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Money Market Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
What's the trend in the consumer staples sector, particularly for food product ETFs, and do they fit into a growth objective? | {"reasoning": "This query is looking for the trend in the consumer staples sector, focusing on food product ETFs, and their alignment with a growth objective. The key elements are the sector (consumer staples), asset type (ETFs), specific industry (food products), and investment objective (growth). Market context involves assessing sector performance and growth potential.", "parsed_output": {"attributes": [{"node": "attribute/technical/trend", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples/food_beverage_and_tobacco/food_products", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Can you suggest any large-cap mutual funds focusing on consumer durables with high alpha, specifically over 2, maybe something like Titan Co.? | {"reasoning": "This query seeks large-cap mutual funds focusing on consumer durables with a high alpha, specifically over 2. The user may be interested in strong performance relative to the market, similar to Titan Co., which is a prominent player in consumer durables. The focus is on both asset type and performance metric.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/alpha", "qualifier": null, "time": null, "quantifier": ">2"}], "exposures": [{"node": "exposure/sector/consumer_discretionary/consumer_durables_and_apparel", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Titan Co"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
I'm looking at Power Grid Corp and NTPC bonds. Are there any mutual funds with a high credit rating and cumulative returns over 10% in the international electric utilities sector? | {"reasoning": "This query is looking for mutual funds with a high credit rating and cumulative returns over 10% in the international electric utilities sector. The user is interested in bonds from Power Grid Corp and NTPC, indicating a focus on stable, utility-based investments with strong performance metrics.", "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/region/international", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities/utilities/electric_utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Power Grid Corp"}, {"name": "NTPC"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Is HDFC Bank's stock volatility under 20% while still having high exposure to Nifty 50 and the banking sector? | {"reasoning": "This query is looking for information on HDFC Bank's stock volatility, specifically if it is under 20%, while also having high exposure to the Nifty 50 index and the banking sector. The key elements are the attribute (volatility), the qualifying criterion (under 20%), and the specific ticker (HDFC Bank) with its exposure context.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<20%"}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/banks", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Is the HDFC Balanced Advantage Fund a good option for retirement considering its high market cap over 10000Cr and focus on the financial sector? | {"reasoning": "The query is evaluating HDFC Balanced Advantage Fund for retirement, focusing on its high market cap over 10000Cr and financial sector focus. The user is interested in stability and growth potential, as large-cap funds in the financial sector may offer steady returns and risk management, aligning with retirement goals.", "parsed_output": {"attributes": [{"node": "attribute/technical/market_cap", "qualifier": "high", "time": null, "quantifier": ">10000Cr"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Balanced Advantage Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Considering investing in an ETF, how does Apollo Hospital Ent. perform in the Nifty Midcap 150 for generating income? | {"reasoning": "This query is looking for the performance of Apollo Hospital Ent. within the Nifty Midcap 150 for generating income. The key elements are the specific ticker (Apollo Hospital Ent.), the index (Nifty Midcap 150), and the objective (generating income), indicating interest in income-focused investment strategies.", "parsed_output": {"attributes": [], "exposures": [{"node": "exposure/index/nifty_midcap_150", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Apollo Hospital Ent."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
I'm looking for ETFs with an expense ratio below 1.5% that have high exposure to the Nifty 50 and household products. Any recommendations? | {"reasoning": "The query seeks ETFs with an expense ratio below 1.5%, high exposure to the Nifty 50, and household products. The user is likely interested in low-cost investment options that track prominent indices and sectors. Market context includes cost efficiency and sector-specific growth potential in household products.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1.5%"}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_staples/household_and_personal_products/household_products", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Are there any mutual funds in the consumer staples sector, like ITC and HUL, with yields over 5% and NAV under 100? | {"reasoning": "This query is looking for mutual funds in the consumer staples sector, similar to ITC and HUL, with yields over 5% and NAV under 100. The key elements are the asset class (mutual funds), sector (consumer staples), specific examples (ITC, HUL), and financial metrics (yield over 5%, NAV under 100).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield", "qualifier": null, "time": null, "quantifier": ">5%"}, {"node": "attribute/technical/price/nav", "qualifier": null, "time": null, "quantifier": "<100"}], "exposures": [{"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ITC"}, {"name": "Hindustan Unilever"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Considering starting a business, are there small-cap equity portfolios with high exposure to consumer discretionary? | {"reasoning": "This query is looking for small-cap equity portfolios with high exposure to consumer discretionary. The key elements are the asset class (small-cap equity), the sector (consumer discretionary), and the qualifying criterion (high exposure). This may interest someone starting a business in consumer goods, seeking growth opportunities.", "parsed_output": {"attributes": [{"node": "attribute/style/size/small_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/start_business"}]}} |
Are there any large-cap ETFs in the Nifty 100 with high exposure to tech hardware showing an uptrend and solid risk-adjusted returns? | {"reasoning": "This query is looking for large-cap ETFs within the Nifty 100 index that have high exposure to tech hardware, are showing an uptrend, and have solid risk-adjusted returns. The investor might be interested in capitalizing on growth trends in tech hardware while ensuring good performance relative to risk.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/trend/up_trend", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_100", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/information_technology/technology_hardware_and_equipment", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Show me some utility sector stocks with a market cap over 5000 crore. | {"reasoning":"The query seeks utility sector stocks meeting a specific market capitalization threshold above 5000 crore, focusing on larger utility companies.","parsed_output":{"attributes":[{"node":"attribute/technical/market_cap","qualifier":null,"time":null,"quantifier":">5000cr"}],"exposures":[{"node":"exposure/sector/utilities","qualifier":"high","quantifier":null}],"tickers":[],"asset_types":[{"node":"asset_type/equity"}],"sebi":[],"vehicles":[{"node":"vehicle/stock"}]}} |
I'm looking for mutual funds focusing on mid-cap with high annualized returns, particularly in the Nifty Midcap 150 index and financials sector. Any suggestions for growth? | {"reasoning": "This query is looking for mutual funds focusing on mid-cap with high annualized returns, specifically targeting the Nifty Midcap 150 index and financials sector. The user is interested in growth, indicating a preference for funds with strong performance prospects in these areas.", "parsed_output": {"attributes": [{"node": "attribute/style/size/mid_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_midcap_150", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Could you recommend some mutual funds focused on equity growth with high annualized returns and a strong value factor? | {"reasoning": "This query seeks mutual funds focused on equity growth with high annualized returns and a strong value factor. The key elements are the investment vehicle (mutual funds), the strategy (equity growth), and the performance criteria (high annualized returns, strong value factor). This suggests interest in funds that balance growth potential with value investing principles.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
How does HDFC Bank's stock compare in terms of beta and volatility for a large-cap growth equity investment? | {"reasoning": "This query is looking for a comparison of HDFC Bank's stock in terms of beta and volatility, specifically for a large-cap growth equity investment. The key elements are the specific ticker (HDFC Bank), attributes (beta and volatility), and the asset type (large-cap growth equity). This indicates interest in understanding the stock's risk profile relative to market movements and growth potential.", "parsed_output": {"attributes": [{"node": "attribute/technical/beta", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "HDFC Bank"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
Are there any corporate bond funds like ICICI Prudential or HDFC that offer low volatility and high risk-adjusted returns in the financial sector? | {"reasoning": "This query is looking for corporate bond funds similar to ICICI Prudential or HDFC that provide low volatility and high risk-adjusted returns, specifically in the financial sector. The investor is interested in stable yet profitable funds, likely seeking to balance risk and return in a volatile market environment.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/corporate_bond_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Looking for a value fund portfolio in the Nifty 100 index that offers REITs with an alpha above 12% for tax harvesting. | {"reasoning": "This query is looking for a value fund portfolio within the Nifty 100 index that includes REITs with an alpha above 12% for tax harvesting. The key elements are the asset type (REITs), the index (Nifty 100), the attribute (alpha above 12%), and the strategy (tax harvesting).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/alpha", "qualifier": null, "time": null, "quantifier": ">12%"}], "exposures": [{"node": "exposure/index/nifty_100", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [{"node": "sebi_classification/equity_schemes/value_fund"}], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Which tech stocks have a market cap over 33,000 crore and beta less than 1.1 | {"reasoning":"This query seeks tech stocks meeting specific dual criteria: large market capitalization above 33,000 crore and relatively low market sensitivity with beta below 1.1.","parsed_output":{"attributes":[{"node":"attribute/technical/market_cap","qualifier":null,"time":null,"quantifier":">33000cr"},{"node":"attribute/technical/beta","qualifier":null,"time":null,"quantifier":"<1.1"}],"exposures":[{"node":"exposure/sector/information_technology","qualifier":"high","quantifier":null}],"tickers":[],"asset_types":[{"node":"asset_type/equity"}],"sebi":[],"vehicles":[{"node":"vehicle/stock"}]}} |
Are there any ETFs like Bajaj Finserv in the consumer finance sector with low volatility for growth? | {"reasoning": "This query is looking for ETFs similar to Bajaj Finserv in the consumer finance sector with low volatility for growth. The key elements are the asset class (ETFs), the specific sector (consumer finance), the attribute (low volatility), and the investment goal (growth). This suggests interest in stable growth opportunities within a specific sector.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services/consumer_finance", "qualifier": "low", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Can you suggest government bond mutual funds in financials with high AUM over the last 3 months, above 5000cr, and annualized returns over 8% last year? | {"reasoning": "This query seeks government bond mutual funds within the financials sector with high assets under management (AUM) exceeding 5000 crore over the last 3 months. Additionally, it requires annualized returns of over 8% from the previous year. This indicates a focus on stable, high-performing funds with substantial market presence.", "parsed_output": {"attributes": [{"node": "attribute/technical/aum", "qualifier": null, "time": "last 3 months", "quantifier": ">5000cr"}, {"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": "last year", "quantifier": ">8%"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
I'm looking for a retirement fund with UTI International Equity Fund that has high annualized returns over 5% and more than 50% international exposure. Any suggestions? | {"reasoning": "This query seeks a retirement fund including UTI International Equity Fund with high annualized returns exceeding 5% and over 50% international exposure. The investor is interested in maximizing returns while ensuring significant international diversification, possibly to hedge against domestic market volatility.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": ">5%"}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": ">50%"}], "tickers": [{"name": "UTI International Equity Fund"}], "asset_types": [], "sebi": [{"node": "sebi_classification/solution_oriented_schemes/retirement_fund"}], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
What are the expense ratios for ETFs focused on the consumer staples sector, particularly those classified as liquid funds? | {"reasoning": "This query seeks information on the expense ratios of ETFs focused on the consumer staples sector, specifically those classified as liquid funds. The user is likely interested in understanding the cost efficiency of investing in these sector-specific ETFs, which are known for stability and essential goods focus.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/liquid_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Are there any low-volatility options for Tata Technologies in the electronic equipment sector, maybe something like a REIT in a large and mid-cap fund, that can provide steady income? | {"reasoning": "This query seeks low-volatility investment options related to Tata Technologies in the electronic equipment sector, comparable to a REIT, within large and mid-cap funds. The user is interested in steady income, focusing on sector-specific and fund type criteria, with an emphasis on risk management and income generation.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology/technology_hardware_and_equipment/electronic_equipment_instruments_and_components", "qualifier": "None", "quantifier": null}], "tickers": [{"name": "Tata Technologies"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/large_and_mid_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}, {"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
Which mutual funds focusing on large and mid-cap equities have a high credit rating and exposure to Bharat Forge or Bosch? | {"reasoning": "This query is looking for mutual funds that focus on large and mid-cap equities, have a high credit rating, and include exposure to Bharat Forge or Bosch. The key elements are the asset type (mutual funds), qualifying criteria (high credit rating), and specific tickers (Bharat Forge, Bosch).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Bharat Forge"}, {"name": "Bosch"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/large_and_mid_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you tell me about mutual funds investing in government bonds with high exposure to regional banks and their credit ratings for income generation? | {"reasoning": "This query seeks mutual funds investing in government bonds with high exposure to regional banks, focusing on income generation. The key elements include asset type (government bonds), sector exposure (regional banks), and attribute (credit ratings). The user may be interested in income stability and risk assessment related to credit quality.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/banks/banks/regional_banks", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Looking for ETFs in the IT sector following an uptrend with a focus on Nifty Smallcap 250. Got any suggestions for tax harvesting? | {"reasoning": "The query seeks ETFs in the IT sector that are currently in an uptrend, with a focus on Nifty Smallcap 250, and suggestions for tax harvesting strategies. The user is interested in capitalizing on market momentum while considering tax efficiency, highlighting recent positive performance in small-cap IT stocks.", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/up_trend", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_smallcap_250", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you explain how Tata Motors fits into a medium VWAP and international exposure within a corporate bond portfolio for diversification? | {"reasoning": "This query is looking for how Tata Motors fits into a corporate bond portfolio with medium VWAP and international exposure for diversification. The key elements are the ticker (Tata Motors), the attributes (medium VWAP, international exposure), and the investment strategy (diversification within a corporate bond portfolio).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/vwap", "qualifier": "medium", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Tata Motors"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/diversification"}]}} |
How does HDFC Money Market Fund compare for an emergency fund with a low expense ratio? | {"reasoning": "This query is looking for a comparison of HDFC Money Market Fund as an emergency fund, focusing on its expense ratio. The key elements are the specific fund (HDFC Money Market Fund), the qualifying criterion (low expense ratio), and its suitability as an emergency fund.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "HDFC Money Market Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/emergency_fund"}]}} |
Is JK Paper a good ETF option if I'm looking for a low expense ratio under 1% and a 1-month VWAP of 200? | {"reasoning": "This query is evaluating JK Paper as an ETF option based on a low expense ratio and a specific 1-month VWAP. The investor is interested in minimizing costs (expense ratio under 1%) and assessing recent average price trends (VWAP of 200) to determine suitability.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/vwap", "qualifier": null, "time": "1 month", "quantifier": "=200"}, {"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [], "tickers": [{"name": "JK Paper"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
Are there any ETFs in the consumer discretionary or real estate sectors with annualized returns over 10% for growth? | {"reasoning": "This query is looking for ETFs in the consumer discretionary or real estate sectors with annualized returns over 10% for growth. The key elements are the sectors (consumer discretionary, real estate), the attribute (annualized returns), the qualifying criterion (over 10%), and the investment style (growth).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
Can you suggest a portfolio including SBI REITs with a low expense ratio and beta? I'm particularly interested in high exposure to the Nifty 50 for tax harvesting purposes. | {"reasoning": "This query is looking for a portfolio suggestion that includes SBI REITs with a low expense ratio and beta, with high exposure to the Nifty 50. The user is interested in tax harvesting, which can be optimized by selecting securities with favorable tax implications and market exposure.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/technical/beta", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you find ETFs in the Nifty 50 with high risk-adjusted returns over 8%, featuring stocks like Reliance Industries and Tata Motors? | {"reasoning": "This query is looking for ETFs within the Nifty 50 index that have high risk-adjusted returns over 8%, specifically featuring stocks like Reliance Industries and Tata Motors. The key elements are the asset type (ETFs), the index (Nifty 50), the attribute (risk-adjusted returns), the qualifying criterion (over 8%), and specific tickers (Reliance Industries, Tata Motors).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": ">8%"}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Reliance Industries"}, {"name": "Tata Motors"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Is Bharat Electronics ETF showing volatility under 20% while having high exposure to energy equipment and services and value factors? | {"reasoning": "This query is looking for an ETF (Bharat Electronics ETF) with specific criteria: volatility under 20%, high exposure to energy equipment and services, and value factors. The investor might be interested in low volatility investments with particular sector and factor exposures for a balanced risk-return profile.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<20%"}], "exposures": [{"node": "exposure/sector/energy/energy/energy_equipment_and_services", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bharat Electronics"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
I'm looking for a balanced hybrid mutual fund with low drawdown under 5% in the last 3 years and a long track record of 10 years, focusing on international and capital goods exposure. Any recommendations? | {"reasoning": "This query seeks a balanced hybrid mutual fund with specific criteria: low drawdown under 5% over 3 years, a long track record of 10 years, and exposure to international and capital goods. The investor likely wants stability, proven performance, and sector diversification, particularly in international and capital goods markets.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": null, "time": "last 3 years", "quantifier": "<5%"}, {"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/industrials/capital_goods", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/hybrid_schemes/balanced_hybrid_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
How are the cumulative returns for ICICI Prudential Transportation and Logistics Fund in the consumer discretionary sector looking? | {"reasoning": "This query seeks cumulative returns for ICICI Prudential Transportation and Logistics Fund within the consumer discretionary sector. The focus is on the fund's performance, specifically in a sector known for cyclical growth, which may interest investors looking for sector-specific insights.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Transportation and Logistics Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Are there any government bonds like ICICI Prudential Medium Term Bond Fund in the Nifty 500 with an expense ratio under 1% for retirement? | {"reasoning": "This query is looking for government bonds similar to a specific mutual fund (ICICI Prudential Medium Term Bond Fund) within the Nifty 500 index with an expense ratio under 1% for retirement purposes. The key elements are the asset type (government bonds), the index (Nifty 500), the specific fund for comparison, and the qualifying criterion (expense ratio under 1%).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/index/nifty_500", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Medium Term Bond Fund"}], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Subsets and Splits