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Are there any small-cap ETFs focused on high software and services exposure for growth? | {"reasoning": "This query seeks small-cap ETFs with a focus on high exposure to the software and services sector for growth. The user is interested in a specific asset type (ETFs), market cap (small-cap), and sector (software and services) to capitalize on growth opportunities.", "parsed_output": {"attributes": [{"node": "attribute/style/size/small_cap", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology/software_and_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/growth"}]}} |
What are the medium cumulative returns and high credit rating details for HDFC Banking and PSU Debt Fund, especially in the banking sector with a focus on education? | {"reasoning": "This query is looking for medium cumulative returns and high credit rating details of a specific mutual fund (HDFC Banking and PSU Debt Fund) with a focus on the banking sector and education. The user may be interested in stable returns and creditworthiness in sectors with educational impact.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": "medium", "time": null, "quantifier": null}, {"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/banks", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Banking and PSU Debt Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/education"}]}} |
Is the SBI Dynamic Bond Fund low in volatility while having high exposure to utilities? Also, is it classified as a government bond mutual fund for income purposes? | {"reasoning": "This query is looking for the volatility level and sector exposure of a specific fund (SBI Dynamic Bond Fund), as well as its classification. The key elements are attributes (volatility, exposure to utilities), the qualification (low volatility, high exposure), and classification as a government bond mutual fund for income.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI Dynamic Bond Fund"}], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/government"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
I'm looking for funds with high risk-adjusted returns over 4% and low drawdown under 5% that are heavy in office REITs and municipal bonds for tax harvesting. | {"reasoning": "This query seeks funds with high risk-adjusted returns over 4% and low drawdown under 5%, focusing on office REITs and municipal bonds for tax benefits. The user is interested in balancing high returns with low risk, while leveraging tax advantages from specific asset types.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": ">4%"}, {"node": "attribute/technical/risk/drawdown", "qualifier": "low", "time": null, "quantifier": "<5%"}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/office_reits", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/office_reits", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}, {"node": "asset_type/bonds/municipal_bonds"}], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Are NTPC and Power Grid Corp good options for income-focused mutual funds in the utilities sector? | {"reasoning": "This query is evaluating if NTPC and Power Grid Corp are suitable for income-focused mutual funds in the utilities sector. The key elements are the tickers (NTPC, Power Grid Corp), the investment strategy (income-focused), and the sector (utilities). Investors may seek stable dividends typical in utilities.", "parsed_output": {"attributes": [], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "NTPC"}, {"name": "Power Grid Corp"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
I'm looking to start a business. Which mutual funds invest in high mid-cap equities, especially in media, entertainment, and tech sectors? | {"reasoning": "This query seeks mutual funds investing in high mid-cap equities, particularly in media, entertainment, and tech sectors. The user may be interested in these sectors for their growth potential and wants funds with specific asset types (mid-cap equities) to align with their business interests.", "parsed_output": {"attributes": [{"node": "attribute/style/size/mid_cap", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/communication_services/media_and_entertainment", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/start_business"}]}} |
Considering Tata Steel, can you suggest corporate bond portfolios with high copper exposure and volatility under 3% for tax harvesting benefits? | {"reasoning": "This query seeks corporate bond portfolios with high copper exposure and volatility under 3%, specifically for tax harvesting benefits, while considering Tata Steel. The user is interested in minimizing tax liabilities through strategic investments in bonds with specific exposure and volatility limits, possibly leveraging market conditions related to copper and steel industries.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<3%"}], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining/copper", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Tata Steel"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
What are the benefits of adding commodities to a portfolio? | {"reasoning":"This query explores the portfolio diversification benefits of adding commodities as an asset class.","parsed_output":{"attributes":[],"exposures":[],"tickers":[],"asset_types":[{"node":"asset_type/commodities"}],"sebi":[],"vehicles":[{"node":"vehicle/portfolio"}]}} |
Can you find me a money market mutual fund with low expense ratio and high liquidity for an emergency fund? | {"reasoning": "This query seeks a money market mutual fund with low expense ratio and high liquidity, suitable for an emergency fund. The focus is on minimizing costs and ensuring easy access to funds, which are crucial for emergency savings. Money market funds are known for stability and liquidity in market contexts.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}, {"node": "exposure/factor/liquidity", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [], "asset_types": [{"node": "asset_type/money_market"}], "sebi": [{"node": "sebi_classification/debt_schemes/money_market_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/emergency_fund"}]}} |
Is the ICICI Prudential Technology Fund ETF showing high risk-adjusted returns with more than 20% in healthcare tech? | {"reasoning": "This query seeks to evaluate the ICICI Prudential Technology Fund ETF based on its risk-adjusted returns and sector allocation, specifically looking for high returns and more than 20% investment in healthcare tech. The focus is on the fund's performance and sector exposure, reflecting interest in tech and healthcare sectors' growth.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_technology", "qualifier": "high", "quantifier": ">20%"}], "tickers": [{"name": "ICICI Prudential Technology Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
I'm looking for ETFs in the corporate bond space with high risk-adjusted returns over the last 5 years, specifically above 10%. Got any recommendations? | {"reasoning": "This query seeks ETFs in the corporate bond space with high risk-adjusted returns over the last 5 years, specifically above 10%. The investor is interested in maximizing returns relative to risk in the corporate bond sector, likely due to its potential for stable income and growth.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": "5 years", "quantifier": ">10%"}], "exposures": [{"node": "exposure/factor/credit", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
What are the credit ratings of government bonds in the utilities sector that are part of Nifty 50 and suitable for retirement planning? | {"reasoning": "This query is looking for credit ratings of government bonds in the utilities sector, specifically those that are part of the Nifty 50 index and suitable for retirement planning. The key elements are the attribute (credit ratings), the sector (utilities), the index (Nifty 50), and the suitability for retirement planning.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities/utilities", "qualifier": "high", "quantifier": null}, {"node": "exposure/index/nifty_50", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Can you suggest any corporate bond ETFs with less than 5% risk exposure in financial services, like HDFC Bank, for a steady income? | {"reasoning": "This query is looking for corporate bond ETFs with less than 5% risk exposure in financial services, using HDFC Bank as an example, for steady income. The key elements are the asset type (corporate bond ETFs), the risk exposure criterion (less than 5% in financial services), and the investment goal (steady income).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk", "qualifier": null, "time": null, "quantifier": "<5%"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": "<5%"}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
I'm looking for funds with low volatility and high exposure to financial sectors, especially banks, focusing on government treasury bonds for safety. | {"reasoning": "The user seeks funds with low volatility and high exposure to financial sectors, particularly banks, while emphasizing safety through government treasury bonds. This indicates a preference for stable returns with sector-specific growth potential, balancing risk with secure investments in government bonds amidst market uncertainties.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/banks", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government/treasury"}], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": []}} |
Are there any funds with a strong credit rating and high international exposure in municipal bonds, fitting within long-duration debt schemes for retirement? | {"reasoning": "This query seeks funds with strong credit ratings and high international exposure, specifically in municipal bonds. The focus is on long-duration debt schemes suitable for retirement, indicating a preference for stability and growth potential. The combination of these criteria suggests a strategy to balance risk and return in a retirement portfolio.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/municipal_bonds"}], "sebi": [{"node": "sebi_classification/debt_schemes/long_duration_fund"}], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/retirement"}]}} |
Is there a mutual fund investing in Hero MotoCorp with low volatility, high annualized returns above 7%, and a focus on international diversification and over 40% in the automobile sector? | {"reasoning": "This query seeks a mutual fund investing in Hero MotoCorp with specific criteria: low volatility, high annualized returns above 7%, international diversification, and over 40% in the automobile sector. The investor is likely interested in balancing risk with high returns and a focus on the automobile industry.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">7%"}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_discretionary/automobiles_and_components/automobiles", "qualifier": "high", "quantifier": ">40%"}], "tickers": [{"name": "Hero MotoCorp"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
What are some portfolios with low expense ratios and high credit ratings, especially in specialized REITs with international exposure for growth and income? | {"reasoning": "This query seeks portfolios with low expense ratios and high credit ratings, focusing on specialized REITs with international exposure for growth and income. The user is interested in maximizing returns while minimizing costs, and the international exposure in REITs suggests a strategy for diversification and potential growth in global markets.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/specialized_reits", "qualifier": "high", "quantifier": null}, {"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/growth"}, {"node": "objective/income"}]}} |
What does the average volume look like for Wipro in the tech hardware sector? I'm considering it for a multi-cap fund for retirement. | {"reasoning": "This query seeks the average volume for Wipro, specifically within the tech hardware sector. The user is interested in this metric as part of evaluating Wipro for inclusion in a multi-cap fund for retirement, indicating a focus on liquidity and market activity in a sector-specific context.", "parsed_output": {"attributes": [{"node": "attribute/technical/volume/average_volume", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/information_technology/technology_hardware_and_equipment", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Wipro"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/multi_cap_fund"}], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Are there any gold funds with a moving average below 200 that have high volatility and are suitable for tax harvesting? | {"reasoning": "This query is looking for gold funds with specific criteria: a moving average below 200, high volatility, and suitability for tax harvesting. The user may be interested in exploiting tax advantages and potential price movements in volatile gold funds.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": null, "time": null, "quantifier": "<200"}, {"node": "attribute/technical/risk/volatility", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Are there any mutual funds focused on the consumer discretionary sector showing an uptrend and good risk-adjusted returns? | {"reasoning": "This query is looking for mutual funds focused on the consumer discretionary sector with an uptrend and good risk-adjusted returns. The key elements are the sector (consumer discretionary), the trend (uptrend), and the attribute (good risk-adjusted returns). Investors may seek growth opportunities in this sector.", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/up_trend", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you find ETFs that focus on high cumulative returns over 10% in media, entertainment, and consumer discretionary sectors? | {"reasoning": "This query is looking for ETFs with high cumulative returns over 10% in specific sectors: media, entertainment, and consumer discretionary. The key elements are the attribute (cumulative returns), the qualifying criterion (over 10%), the asset type (ETFs), and the specific sectors (media, entertainment, consumer discretionary).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": "high", "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/communication_services/media_and_entertainment", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Are there any large cap mutual funds focused on the insurance sector with low volatility and steady income? | {"reasoning": "This query is looking for large cap mutual funds concentrated in the insurance sector, with low volatility and steady income. The key elements are the asset class (mutual funds), the sector focus (insurance), the market cap (large cap), and the attributes (low volatility and steady income).", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/insurance", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Are there any ETFs tracking the Nifty 500 index with high risk-adjusted returns over the last 3 years, yielding more than 3%? | {"reasoning": "This query is looking for ETFs tracking the Nifty 500 index with high risk-adjusted returns over the last 3 years and a yield greater than 3%. The key elements include the asset type (ETFs), index (Nifty 500), attribute (risk-adjusted returns), qualifying time period (3 years), and yield criterion (>3%).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": "3 years", "quantifier": null}, {"node": "attribute/fundamental/yield", "qualifier": null, "time": null, "quantifier": ">3%"}], "exposures": [{"node": "exposure/index/nifty_500", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
I'm looking for HDFC Banking and PSU Debt Fund with a track record longer than 5 years and good risk-adjusted returns, focused on the financial sector. Is it a good ETF for income? | {"reasoning": "The query seeks information about the HDFC Banking and PSU Debt Fund, specifically its track record (longer than 5 years), risk-adjusted returns, and focus on the financial sector. The user is interested in understanding if it is a good ETF for income, implying a focus on stability and consistent returns.", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": ">5 years"}, {"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Banking and PSU Debt Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
What are some mutual funds in the utilities sector with low volatility and a high moving average? I'm interested in options suitable for retirement, particularly in banking and PSU debt schemes. | {"reasoning": "This query seeks mutual funds in the utilities sector with low volatility and a high moving average, focusing on suitability for retirement. The user is interested in banking and PSU debt schemes, indicating a preference for stable, income-generating investments with sector-specific exposure and favorable technical indicators.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}, {"node": "attribute/technical/price/moving_average", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/debt_schemes/banking_and_psu_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
Are there any stocks like Titan Co in the leisure products sector with annualized returns over 10% and high value factor exposure? | {"reasoning": "This query is looking for stocks similar to Titan Co in the leisure products sector with annualized returns over 10% and high value factor exposure. The investor might be interested in finding alternative investments with similar growth and value characteristics. The market context involves identifying stocks with strong performance and value attributes.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/factor/value", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_discretionary/consumer_durables_and_apparel/leisure_products", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
Is there a large-cap stock like Wipro with over 10 years of solid track record in the IT sector that's good for tax harvesting? | {"reasoning": "This query seeks a large-cap stock similar to Wipro, with a solid 10-year track record in the IT sector, suitable for tax harvesting. The investor might be interested in capitalizing on tax benefits while maintaining exposure to a stable, long-term performer in a growth-oriented sector like IT.", "parsed_output": {"attributes": [{"node": "attribute/style/size/large_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": ">10 years"}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Wipro"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
What's the average volume like for Maruti Suzuki and Asian Paints in the consumer discretionary sector under mid cap ETFs? | {"reasoning": "This query is looking for the average volume of specific tickers (Maruti Suzuki and Asian Paints) within a specific sector (consumer discretionary) and under a specific vehicle (mid cap ETFs). The key elements are the attribute (average volume), the specific tickers, sector, and vehicle.", "parsed_output": {"attributes": [{"node": "attribute/technical/volume/average_volume", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Maruti Suzuki"}, {"name": "Asian Paints"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
What's the expense ratio of a balanced hybrid fund in the marine transportation sector, perhaps with Shipping Corpn., for retirement planning? | {"reasoning": "This query seeks the expense ratio of a balanced hybrid fund in the marine transportation sector, potentially including Shipping Corpn., for retirement planning. The focus is on cost efficiency (expense ratio), sector specificity (marine transportation), fund type (balanced hybrid), and purpose (retirement planning).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/industrials/transportation/marine_transportation", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Shipping Corpn."}], "asset_types": [], "sebi": [{"node": "sebi_classification/hybrid_schemes/balanced_hybrid_fund"}], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Which financial sector mutual funds have a strong credit rating and aim for income? | {"reasoning": "This query is looking for mutual funds within the financial sector that have a strong credit rating and aim for income. The key elements are the sector (financial), the attributes (strong credit rating, income aim), and the specific asset type (mutual funds).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
How's the volatility for the Quantum Gold Saving Fund? I'm considering it for a safe investment, and I'm looking for something with low volatility, ideally under 5%. | {"reasoning": "This query is looking for the volatility of a specific mutual fund (Quantum Gold Saving Fund) with a preference for low volatility, ideally under 5%. The user is considering it for a safe investment, indicating a risk-averse strategy and interest in stability.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": "<5%"}], "exposures": [], "tickers": [{"name": "Quantum Gold Saving Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Are we seeing an uptrend with strong momentum in the SBI Magnum Mutual Fund for emergency funds? | {"reasoning": "This query is looking for an uptrend with strong momentum in a specific mutual fund (SBI Magnum Mutual Fund) for a specific purpose (emergency funds). The key elements are the trend (uptrend), the attribute (strong momentum), the specific ticker (SBI Magnum Mutual Fund), and the purpose (emergency funds).", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/up_trend", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/momentum", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI Magnum Mutual Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/emergency_fund"}]}} |
Can you find mutual funds with a track record of more than 5 years that focus on international bonds in the industrial REITs sector for growth? | {"reasoning": "This query is looking for mutual funds with a track record of more than 5 years that focus on international bonds in the industrial REITs sector for growth. The key elements are the asset type (mutual funds), sector (industrial REITs), focus (international bonds), and investment goal (growth).", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": ">5 years"}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/industrial_reits", "qualifier": "high", "quantifier": null}, {"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Can you recommend mutual funds focused on the education sector with a good credit rating and suitable for retirement planning? | {"reasoning": "This query seeks mutual funds focused on the education sector with a good credit rating, suitable for retirement planning. The key elements are the asset type (mutual funds), sector focus (education), credit quality (good), and investment goal (retirement planning). Investors may seek stability and sector-specific growth potential.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "good", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary/consumer_services/diversified_consumer_services", "qualifier": null, "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/retirement"}]}} |
I'm looking for ETFs in the life and health insurance sector like ICICI Lombard Gen. with high annualized returns over the last 5 years, preferably above 12%. | {"reasoning": "This query is looking for ETFs in the life and health insurance sector with high annualized returns over the last five years, specifically above 12%. The user is interested in similar performance to ICICI Lombard Gen., highlighting a focus on strong historical returns in a specific sector.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": "5 years", "quantifier": ">12%"}], "exposures": [{"node": "exposure/sector/financials/insurance/insurance/life_and_health_insurance", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Lombard Gen."}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Are there any ETFs focusing on Nifty 200 with high risk-adjusted returns above 5, that also consider liquidity? I'm interested in municipal bonds and tax harvesting within a conservative hybrid fund. | {"reasoning": "This query is looking for ETFs focused on the Nifty 200 index with high risk-adjusted returns above 5, considering liquidity. Additionally, it seeks municipal bonds and tax harvesting within a conservative hybrid fund. The user is interested in combining equity exposure with fixed-income benefits and tax efficiency.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": ">5"}], "exposures": [{"node": "exposure/index/nifty_200", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/liquidity", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/municipal_bonds"}], "sebi": [{"node": "sebi_classification/hybrid_schemes/conservative_hybrid_fund"}], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Any news on GeeCee Ventures? | {"reasoning":"The query seeks general news or updates about a specific company, GeeCee Ventures.","parsed_output":{"attributes":[],"exposures":[],"tickers":[{"name":"GeeCee Ventures"}],"asset_types":[],"sebi":[],"vehicles":[]}} |
I'm looking for a large cap fund with high liquidity, does anything in the REITs sector fit the bill? | {"reasoning": "This query is looking for a large-cap fund with high liquidity within the REITs sector. The key elements are the asset class (large cap fund), the attribute (high liquidity), and the sector (REITs). The user may be interested in stable, easily tradable investments in real estate.", "parsed_output": {"attributes": [{"node": "attribute/technical/volume/relative_volume", "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": [{"node": "asset_type/equity/reits"}], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [], "objectives": []}} |
Who built you | {"reasoning":"The query seeks information about the creator/developer of the system.","parsed_output":{"attributes":[],"exposures":[],"tickers":[],"asset_types":[],"sebi":[],"vehicles":[]}} |
Show me small-cap stocks with a drawdown less than 8.5%. | {"reasoning":"This query seeks small-cap stocks with limited downside risk, specifically those with drawdown less than 8.5%, indicating lower volatility within this typically volatile segment.","parsed_output":{"attributes":[{"node":"attribute/style/size/small_cap","qualifier":null,"time":null,"quantifier":null},{"node":"attribute/technical/risk/drawdown","qualifier":null,"time":null,"quantifier":"<8.5%"}],"exposures":[],"tickers":[],"asset_types":[{"node":"asset_type/equity"}],"sebi":[],"vehicles":[{"node":"vehicle/stock"}]}} |
Can you tell me about the Nippon India Pharma Fund? I'm looking for a mid-cap mutual fund with high exposure to healthcare tech and a track record of over 10 years. | {"reasoning": "This query is looking for information on a specific mutual fund (Nippon India Pharma Fund) with specific criteria. The key elements are the fund type (mid-cap), sector focus (healthcare tech), and performance history (track record of over 10 years). The user is interested in healthcare technology exposure and a stable long-term performance.", "parsed_output": {"attributes": [{"node": "attribute/style/size/mid_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/track_record/inception/length", "qualifier": null, "time": null, "quantifier": ">10 years"}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Nippon India Pharma Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
What's the expense ratio for ETFs in the diversified REITs sector under conservative hybrid funds for tax harvesting? | {"reasoning": "This query is looking for the expense ratio of ETFs within the diversified REITs sector, specifically under conservative hybrid funds, for the purpose of tax harvesting. The key elements are the attribute (expense ratio), asset type (ETFs), sector (diversified REITs), fund type (conservative hybrid funds), and investment strategy (tax harvesting).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/diversified_reits", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "vehicle/funds/etf"}], "sebi": [{"node": "sebi_classification/hybrid_schemes/conservative_hybrid_fund"}], "vehicles": [], "objectives": [{"node": "objective/tax_harvesting"}]}} |
What are the credit ratings for funds focusing on corporate bonds in the oil and gas sector for income? | {"reasoning": "This query is looking for credit ratings of funds that focus on corporate bonds in the oil and gas sector for income. The key elements are the asset class (corporate bonds), the sector (oil and gas), the attribute (credit ratings), and the investment objective (income).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/energy/energy/oil_gas_and_consumable_fuels", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds"}], "objectives": [{"node": "objective/income"}]}} |
Are there any focused ETFs with Wipro exposure in IT sector having low expense ratios, ideally under 1% for tax harvesting? | {"reasoning": "This query is looking for focused ETFs with exposure to a specific ticker (Wipro) in the IT sector, having low expense ratios, ideally under 1%, for tax harvesting. The key elements are the asset type (ETFs), specific ticker (Wipro), sector (IT), and the qualifying criterion (low expense ratio for tax efficiency).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/information_technology/software_and_services/it_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Wipro"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
I'm looking for an ETF with high credit ratings and low drawdowns, offering international exposure and investing in government treasury bonds for retirement. | {"reasoning": "The user seeks an ETF with high credit ratings and low drawdowns, indicating a preference for stability and risk mitigation. They want international exposure and investment in government treasury bonds, suggesting a focus on diversification and safety for retirement planning. The combination of these criteria reflects a cautious investment strategy.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/risk/drawdown", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government/treasury"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Can you tell me about the DSP World Gold Fund of Fund? I'm looking for high annualized returns, maybe over 10%, and I heard it has a strong gold exposure, like 60%. | {"reasoning": "The query seeks information about the DSP World Gold Fund of Fund, specifically its annualized returns and gold exposure. The user is interested in high annualized returns, potentially over 10%, and a significant gold exposure, around 60%. This suggests a focus on gold as a hedge or growth driver.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "asset_type/commodities/gold", "qualifier": "high", "quantifier": "60%"}], "tickers": [{"name": "DSP World Gold Fund of Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
How's the expense ratio looking for ETFs in gold commodities with high healthcare and consumer staples exposure for retirement? | {"reasoning": "This query seeks information on the expense ratio for ETFs focused on gold commodities with significant exposure to healthcare and consumer staples sectors, specifically for retirement purposes. The user may be interested in cost efficiency while diversifying across defensive sectors for long-term stability.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_staples", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Show me some mutual funds with an expense ratio less than 1%. | {"reasoning":"This query looks for mutual funds with a specific cost criterion, focusing on those with expense ratios below 1%.","parsed_output":{"attributes":[{"node":"attribute/cost/expense_ratio","qualifier":null,"time":null,"quantifier":"<1%"}],"exposures":[],"tickers":[],"asset_types":[],"sebi":[],"vehicles":[{"node":"vehicle/mutual_fund"}]}} |
Do you know if HDFC Dynamic Debt Fund offers high annualized returns with good liquidity, and is it suitable for tax harvesting as an ETF? | {"reasoning": "This query is looking for information on HDFC Dynamic Debt Fund, focusing on high annualized returns, good liquidity, and suitability for tax harvesting as an ETF. The user may be interested in maximizing returns and tax efficiency in a flexible investment vehicle.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/factor/liquidity", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Dynamic Debt Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Tell me about Kotak Capital Markets Fund. I'm interested in mid-cap funds with high exposure to financial services and consumer discretionary sectors, and an expense ratio below 0.5%. | {"reasoning": "This query is looking for information on a specific mutual fund (Kotak Capital Markets Fund) that aligns with certain criteria. The user is interested in mid-cap funds with high exposure to financial services and consumer discretionary sectors, and a low expense ratio below 0.5%. This indicates a focus on growth potential and cost efficiency.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<0.5%"}], "exposures": [{"node": "exposure/sector/financials", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Kotak Capital Markets Fund"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/mid_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
What's the credit rating for HDFC Bank's corporate bonds, especially for retirement planning? | {"reasoning": "This query is looking for the credit rating of HDFC Bank's corporate bonds, with a special focus on retirement planning. The key elements are the attribute (credit rating), the specific ticker (HDFC Bank), the asset type (corporate bonds), and the context of use (retirement planning).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "HDFC Bank"}], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
I'm looking for a flexi-cap portfolio with a low expense ratio under 0.5% in the industrial REITs sector, also considering value factors for retirement. | {"reasoning": "This query seeks a flexi-cap portfolio focused on industrial REITs with a low expense ratio under 0.5%, incorporating value factors for retirement. The investor likely prioritizes cost efficiency and value investment principles for long-term retirement planning in a specific sector, balancing growth and income potential.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<0.5%"}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/industrial_reits", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/flexi_cap_fund"}], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
What portfolios have a high exposure to international consumer discretionary stocks like Zomato, with an expense ratio under 1.5%? I'm thinking about retirement planning. | {"reasoning": "This query is looking for portfolios with a high exposure to international consumer discretionary stocks, specifically mentioning Zomato, and an expense ratio under 1.5%. The context is retirement planning, indicating an interest in growth potential and cost efficiency in long-term investments.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1.5%"}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Zomato"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
Does the ICICI Prudential Credit Risk Fund have a low drawdown of less than 5% and an expense ratio under 2%, with a high credit exposure above 50%? | {"reasoning": "This query seeks specific criteria for ICICI Prudential Credit Risk Fund, focusing on low drawdown (<5%), low expense ratio (<2%), and high credit exposure (>50%). The investor is likely interested in minimizing risk and costs while ensuring significant credit exposure.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": null, "time": null, "quantifier": "<5%"}, {"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<2%"}], "exposures": [{"node": "exposure/factor/credit", "qualifier": "high", "quantifier": ">50%"}], "tickers": [{"name": "ICICI Prudential Credit Risk Fund"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": []}} |
Is the Quantum Gold Saving Fund on an uptrend with a low expense ratio? I'm thinking about it for tax harvesting. | {"reasoning": "This query is looking for the trend of a specific mutual fund (Quantum Gold Saving Fund) with a focus on the expense ratio and its suitability for tax harvesting. The user is interested in potential growth (uptrend) and cost efficiency (low expense ratio) to maximize tax benefits.", "parsed_output": {"attributes": [{"node": "attribute/technical/trend/up_trend", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [], "tickers": [{"name": "Quantum Gold Saving Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you recommend any focused mutual funds in the software sector with high annualized returns over 10% and low expense ratios under 1%? | {"reasoning": "This query is looking for focused mutual funds in the software sector with high annualized returns and low expense ratios. The key elements are the sector (software), the attributes (annualized returns over 10% and expense ratios under 1%), and the absence of specific tickers.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": ">10%"}, {"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/information_technology/software_and_services/software", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/focused_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Could you tell me about mutual funds that focus on tax harvesting with a high drawdown and beta, particularly in Nifty Midcap 150 and momentum-focused corporate bonds? | {"reasoning": "This query seeks mutual funds that employ tax harvesting strategies and exhibit high drawdown and beta, focusing on Nifty Midcap 150 and momentum-focused corporate bonds. The user is interested in funds that balance tax efficiency with potentially higher volatility and market sensitivity, targeting specific indices and asset classes.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/beta", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_midcap_150", "qualifier": "high", "quantifier": null}, {"node": "exposure/factor/momentum", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/financial_services/financial_services/corporate_bonds", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
How's the drawdown risk looking for a portfolio with HDFC Bank, especially with high exposure to real estate REITs, if I'm planning for a down payment? | {"reasoning": "This query is looking for the drawdown risk of a portfolio with HDFC Bank and high exposure to real estate REITs, specifically for planning a down payment. The key elements are the attribute (drawdown risk), specific ticker (HDFC Bank), asset type (real estate REITs), and the context of a financial goal (down payment).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/down_payment"}]}} |
What are the high moving average prices and credit ratings for Adani Power in the utilities sector? I'm curious about government bonds for retirement. | {"reasoning": "This query seeks information on high moving average prices and credit ratings for a specific ticker (Adani Power) in the utilities sector, indicating interest in performance metrics and financial health. Additionally, the user is curious about government bonds for retirement, suggesting a focus on stable and secure investment options.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Adani Power"}], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Can you recommend any international ETFs with low volatility? I'm considering them for tax harvesting purposes. | {"reasoning": "The user is looking for international ETFs with low volatility for tax harvesting. These criteria suggest a focus on minimizing risk while benefiting from potential tax advantages. International ETFs offer diversification, and low volatility can reduce risk, aligning with tax harvesting strategies to offset gains.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Which REITs in the diversified metals and mining sector, like Coal India or Vedanta, offer a dividend yield over 3% for retirement planning? | {"reasoning": "This query is looking for REITs in the diversified metals and mining sector with a dividend yield over 3%, specifically for retirement planning. The key elements are the asset class (REITs), the sector (diversified metals and mining), the attribute (dividend yield over 3%), and the specific tickers (Coal India, Vedanta) as examples.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": null, "time": null, "quantifier": ">3%"}], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining/diversified_metals_and_mining", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Coal India"}, {"name": "Vedanta"}], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
What are the low moving average trends for Hindalco in ETFs focusing on gold? | {"reasoning": "This query is looking for low moving average trends for a specific ticker (Hindalco) within a specific asset type (ETFs) focusing on a specific sector (gold). The key elements are the indicator (low moving average trends), the specific ticker (Hindalco), and the asset type and sector focus (ETFs focusing on gold).", "parsed_output": {"attributes": [{"node": "attribute/technical/price/moving_average", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector", "qualifier": "low", "quantifier": null}], "tickers": [{"name": "Hindalco"}], "asset_types": [{"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
I'm looking for a flexi-cap fund portfolio with low expense ratios under 1% and high exposure to household products. What are my options? | {"reasoning": "The user is seeking flexi-cap funds with low expense ratios and significant exposure to household products. They are likely interested in minimizing costs while investing in a diversified fund with a focus on the consumer sector. Flexi-cap funds provide flexibility in market capitalization exposure, and household products offer stable demand.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": "low", "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/consumer_staples/household_and_personal_products/household_products", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/flexi_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
What options do I have for a portfolio focused on high credit ratings and market cap in the banking sector, using corporate bonds and gold for income and retirement? | {"reasoning": "This query is looking for portfolio options focused on high credit ratings and market cap in the banking sector, using corporate bonds and gold for income and retirement. The key elements are the attributes (high credit ratings, market cap), asset types (corporate bonds, gold), and the investment purpose (income, retirement).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/market_cap", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/banks", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}, {"node": "asset_type/commodities/gold"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/income"}, {"node": "objective/retirement"}]}} |
I'm looking for corporate bond funds in the healthcare sector with high yield and alpha. Any suggestions? | {"reasoning": "This query is looking for corporate bond funds within the healthcare sector that offer high yield and alpha. The key elements are the asset type (corporate bond funds), sector (healthcare), and attributes (high yield and alpha), indicating a focus on performance and sector-specific opportunities.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/technical/returns/alpha", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Looking for ETFs in the precious metals sector with high risk-adjusted returns over 10% for wealth preservation. Got any recommendations? | {"reasoning": "This query seeks ETFs in the precious metals sector with high risk-adjusted returns exceeding 10% for wealth preservation. The user is interested in the specific sector (precious metals), performance metric (risk-adjusted returns over 10%), and investment objective (wealth preservation). Market context may include inflation hedging and portfolio diversification.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining/precious_metals_and_minerals", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/custom"}]}} |
Are there any balanced hybrid funds with ABB India having a beta less than 1, focusing on industrial conglomerates and utilities for diversification? | {"reasoning": "This query seeks balanced hybrid funds including ABB India with a beta less than 1, focusing on industrial conglomerates and utilities for diversification. The user is interested in low volatility (beta < 1) and sector diversification, specifically in industrial and utility sectors, to balance risk and return.", "parsed_output": {"attributes": [{"node": "attribute/technical/beta", "qualifier": null, "time": null, "quantifier": "<1"}], "exposures": [{"node": "exposure/sector/industrials/capital_goods/industrial_conglomerates", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ABB India"}], "asset_types": [], "sebi": [{"node": "sebi_classification/hybrid_schemes/balanced_hybrid_fund"}], "vehicles": [], "objectives": []}} |
What are the prospects for SBI Life Insuran in terms of high market cap, above 20000cr, especially in the context of a multi-asset allocation strategy for growth and education? | {"reasoning": "This query is looking for prospects of SBI Life Insuran with a high market cap above 20000cr, focusing on growth and education within a multi-asset allocation strategy. The key elements are the specific ticker (SBI Life Insuran), the attribute (market cap), the qualifying criterion (above 20000cr), and the context (multi-asset allocation strategy for growth and education).", "parsed_output": {"attributes": [{"node": "attribute/technical/market_cap", "qualifier": "high", "time": null, "quantifier": ">20000cr"}], "exposures": [], "tickers": [{"name": "SBI Life Insuran"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/growth"}, {"node": "objective/education"}]}} |
I'm looking for corporate bond ETFs with a high credit rating of AAA and risk-adjusted returns over 5% that track the Nifty 100 for retirement. | {"reasoning": "This query seeks corporate bond ETFs with a high credit rating of AAA and risk-adjusted returns over 5%, specifically tracking the Nifty 100 for retirement purposes. The focus is on minimizing risk while ensuring stable returns, making it suitable for long-term retirement planning with a reputable index.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": ">5%"}, {"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_100", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
How has ICICI Prudential Real Estate Securities Fund, with its high cumulative returns over the last 2 years and 15% in hotel REITs, been performing as an ETF focused on income? | {"reasoning": "This query examines the performance of ICICI Prudential Real Estate Securities Fund as an ETF focused on income. It highlights its high cumulative returns over the last 2 years and its 15% allocation in hotel REITs, suggesting interest in income generation and sector-specific performance within real estate investments.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": "high", "time": "last 2 years", "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate/equity_real_estate_investment_trusts_reits/hotel_and_resort_reits", "qualifier": "high", "quantifier": "15%"}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}]}} |
How about a diversified portfolio including Prestige EstatesProj with high risk-adjusted returns in both real estate and utilities sectors? | {"reasoning": "This query is looking for a diversified portfolio including a specific ticker (Prestige EstatesProj) with high risk-adjusted returns in the real estate and utilities sectors. The key elements are the attribute (risk-adjusted returns), the qualifying criterion (high), the specific ticker (Prestige EstatesProj), and the specific sectors (real estate, utilities).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/real_estate", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Prestige EstatesProj"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
Suggest some liquid funds with low expense ratios. | {"reasoning":"The query seeks liquid funds with cost-efficiency as a primary criterion through low expense ratios.","parsed_output":{"attributes":[{"node":"attribute/cost/expense_ratio","qualifier":"low","time":null,"quantifier":null}],"exposures":[],"tickers":[],"asset_types":[],"sebi":[{"node":"sebi/debt_schemes/liquid_fund"}],"vehicles":[{"node":"vehicle/mutual_fund"}]}} |
Is Bharti Airtel showing high risk in the telecom sector over the past 6 months? I'm looking at it for income. | {"reasoning": "This query is assessing the risk level of Bharti Airtel in the telecom sector over the past 6 months, with a focus on income generation. The key elements are the specific ticker (Bharti Airtel), the attribute (high risk), the sector (telecom), the time period (6 months), and the investment goal (income).", "parsed_output": {"attributes": [{"node": "attribute/technical/risk", "qualifier": "high", "time": "past 6 months", "quantifier": null}], "exposures": [{"node": "exposure/sector/communication_services/telecommunication_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Bharti Airtel"}], "asset_types": [], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/income"}]}} |
Looking for an ETF like ICICI Prudential Financial Services Fund, but with a current NAV under 100 and less than 15% exposure to capital markets. Also, international exposure would be great for tax harvesting. | {"reasoning": "This query seeks an ETF similar to ICICI Prudential Financial Services Fund with specific criteria: NAV under 100, less than 15% capital markets exposure, and international exposure for tax harvesting. The user is interested in cost-effective options with diversified exposure to optimize tax efficiency and limit market risk.", "parsed_output": {"attributes": [{"node": "attribute/technical/price/nav", "qualifier": null, "time": null, "quantifier": "<100"}], "exposures": [{"node": "exposure/sector/financials/financial_services/capital_markets", "qualifier": "high", "quantifier": "<15%"}, {"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "ICICI Prudential Financial Services Fund"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Are there any ETFs in the entertainment sector with a track record longer than 5 years that would be good for retirement? | {"reasoning": "This query is looking for ETFs in the entertainment sector with a track record longer than 5 years suitable for retirement. The key elements are the asset type (ETFs), sector (entertainment), qualifying time period (track record longer than 5 years), and investment objective (retirement suitability).", "parsed_output": {"attributes": [{"node": "attribute/track_record/inception/length", "qualifier": "high", "time": null, "quantifier": ">5 years"}], "exposures": [{"node": "exposure/sector/communication_services/media_and_entertainment/entertainment", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
I'm looking for a portfolio with money market funds that have an expense ratio under 0.5% and low exposure to Nifty 50. It's for short-term savings. | {"reasoning": "This query is looking for a portfolio with money market funds that have an expense ratio under 0.5% and low exposure to Nifty 50, suitable for short-term savings. The key elements are the asset type (money market funds), the attributes (expense ratio under 0.5%, low exposure to Nifty 50), and the investment goal (short-term savings).", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<0.5%"}], "exposures": [{"node": "exposure/index/nifty_50", "qualifier": "low", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/money_market"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/custom"}]}} |
Can you recommend some mid-cap mutual funds focusing on IT for growth? | {"reasoning": "This query is looking for recommendations of mid-cap mutual funds with a focus on the IT sector for growth. The key elements are the asset class (mid-cap mutual funds), the sector (IT), and the objective (growth). This suggests an interest in higher growth potential within a specific industry.", "parsed_output": {"attributes": [{"node": "attribute/style/size/mid_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"}]}} |
How's the volatility in small-cap mutual funds focusing on consumer discretionary and government bonds right now? | {"reasoning": "This query is looking for the current volatility in small-cap mutual funds that focus on consumer discretionary and government bonds. The key elements are the attribute (volatility), the asset type (small-cap mutual funds), and the sectors (consumer discretionary, government bonds). The user might be interested in assessing risk levels in these sectors.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": "right now", "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_discretionary", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/financial_services/financial_services/government_bonds", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/small_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
I'm interested in a commodities portfolio with high international exposure that balances volatility and risk-adjusted returns for diversification. | {"reasoning": "The user seeks a commodities portfolio with high international exposure, aiming to balance volatility and risk-adjusted returns for diversification. This indicates a desire for geographic diversification, potentially reducing risk through varied international markets, while maintaining an optimal risk-return balance.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/commodities"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": []}} |
I'm interested in mid-cap REITs with high dividend yields and a strong value focus in the industrials sector. What options do I have for a diversified dividend yield portfolio? | {"reasoning": "This query is looking for mid-cap REITs with high dividend yields and a strong value focus in the industrials sector to build a diversified dividend yield portfolio. The investor seeks to balance risk and return with a sector-specific approach, emphasizing income generation through dividends.", "parsed_output": {"attributes": [{"node": "attribute/style/size/mid_cap", "qualifier": null, "time": null, "quantifier": null}, {"node": "attribute/fundamental/yield/dividend", "qualifier": "high", "time": null, "quantifier": null}, {"node": "attribute/style", "qualifier": "value", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/industrials", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/portfolio"}], "objectives": [{"node": "objective/income"}]}} |
Can you explain the benefits of investing in mid-cap ETFs like VRL Logistics with a medium exposure to specialty retail if I'm focusing on retirement? | {"reasoning": "This query seeks benefits of investing in mid-cap ETFs, specifically VRL Logistics, with medium exposure to specialty retail for retirement. Mid-cap ETFs offer growth potential and diversification, while specialty retail exposure can enhance returns. Such investments can balance risk and growth, aligning with long-term retirement goals.", "parsed_output": {"attributes": [], "exposures": [{"node": "exposure/sector/consumer_discretionary/consumer_discretionary_distribution_and_retail/specialty_retail", "qualifier": "medium", "quantifier": null}], "tickers": [{"name": "VRL Logistics"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/retirement"}]}} |
Is Cipla offering any multi-cap stocks with a dividend yield of more than 3% in the life sciences sector? | {"reasoning": "This query is looking for multi-cap stocks offered by Cipla with a dividend yield of more than 3% in the life sciences sector. The key elements are the company (Cipla), the attribute (dividend yield > 3%), the asset type (multi-cap stocks), and the sector (life sciences).", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": null, "time": null, "quantifier": ">3%"}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/life_sciences_tools_and_services", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Cipla"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes/multi_cap_fund"}], "vehicles": [{"node": "vehicle/stock"}], "objectives": []}} |
What are some conservative hybrid funds with current volatility under 15% and high dividend yield in the household products and utilities sectors for retirement? | {"reasoning": "This query seeks conservative hybrid funds with low current volatility (under 15%) and high dividend yield, specifically in the household products and utilities sectors, for retirement planning. Investors may be interested in these criteria to achieve stable income and manage risk in retirement portfolios.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<15%"}, {"node": "attribute/fundamental/yield/dividend", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/consumer_staples/household_and_personal_products/household_products", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/utilities/utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [{"node": "sebi_classification/hybrid_schemes/conservative_hybrid_fund"}], "vehicles": [], "objectives": [{"node": "objective/retirement"}]}} |
Can you suggest mutual funds in the large-cap category focusing on steel, like JSW Steel and Tata Steel, with a market cap above 10,000 crores for growth? | {"reasoning": "This query seeks mutual funds in the large-cap category focusing on the steel sector, specifically targeting companies like JSW Steel and Tata Steel. The criteria include a market cap above 10,000 crores and a focus on growth. The user might be interested in capitalizing on growth opportunities in the steel industry.", "parsed_output": {"attributes": [{"node": "attribute/technical/market_cap", "qualifier": null, "time": null, "quantifier": ">10000cr"}], "exposures": [{"node": "exposure/sector/materials/materials/metals_and_mining/steel", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "JSW Steel"}, {"name": "Tata Steel"}], "asset_types": [], "sebi": [{"node": "sebi_classification/equity_schemes/large_cap_fund"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Are there any mutual funds in the telecom sector that focus on income with strong annualized returns? | {"reasoning": "This query is looking for mutual funds in the telecom sector that focus on income with strong annualized returns. The key elements are the asset type (mutual funds), the sector (telecom), the focus (income), and the attribute (strong annualized returns). Investors may seek income and growth in a specific sector.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/communication_services/telecommunication_services", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
Can you recommend a mutual fund with low expense ratio and volatility, focusing on government bonds in the utilities sector, especially electric utilities, for income? I'm looking for something under 0.5% expense ratio and less than 10% volatility. | {"reasoning": "This query seeks a mutual fund with specific criteria: low expense ratio (under 0.5%), low volatility (under 10%), focusing on government bonds in the utilities sector, particularly electric utilities, for income. The user prioritizes cost-efficiency, stability, and sector-specific income generation, likely due to current market conditions favoring stable income sources.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<0.5%"}, {"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<10%"}], "exposures": [{"node": "exposure/sector/utilities/utilities/electric_utilities", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/income"}]}} |
How are the risk-adjusted returns for HDFC Bank's equity ETF in the financial services and diversified banks sectors? | {"reasoning": "This query is looking for risk-adjusted returns for HDFC Bank's equity ETF, specifically within the financial services and diversified banks sectors. The key elements are the attribute (risk-adjusted returns), the specific ticker (HDFC Bank's equity ETF), and the sectors (financial services and diversified banks). The user is likely interested in comparing performance within relevant sectors.", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/risk_adjusted_returns", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/financial_services", "qualifier": null, "quantifier": null}, {"node": "exposure/sector/financials/banks/banks/diversified_banks", "qualifier": null, "quantifier": null}], "tickers": [{"name": "HDFC Bank"}], "asset_types": [{"node": "asset_type/equity"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Can you check the credit rating of corporate bonds from SBI in a mutual fund that's focused on Nifty 500 exposure? I'm thinking about a down payment. | {"reasoning": "This query is looking for the credit rating of corporate bonds from a specific issuer (SBI) within a mutual fund focused on Nifty 500 exposure. The user is interested in ensuring the safety and reliability of these bonds before making a down payment, highlighting risk assessment in investment decisions.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/index/nifty_500", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/corporate"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/down_payment"}]}} |
How are mutual funds in the diversified banks sector performing in terms of credit rating for treasury bonds? | {"reasoning": "This query is looking for the performance of mutual funds in the diversified banks sector based on the credit rating of treasury bonds. The key elements are the asset class (mutual funds), the sector (diversified banks), and the specific attribute (credit rating for treasury bonds). This reflects interest in creditworthiness and sector-specific performance.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": null, "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/financials/banks/banks/diversified_banks", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government/treasury"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you suggest ETFs focused on utilities with low volatility under 10%? I'm interested in government bonds and REITs for retirement income. | {"reasoning": "This query seeks ETFs focused on utilities with low volatility under 10%, indicating a preference for stable investments. The user is also interested in government bonds and REITs for retirement income, suggesting a focus on income-generating and less risky assets for long-term financial security.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": null, "time": null, "quantifier": "<10%"}], "exposures": [{"node": "exposure/sector/utilities", "qualifier": "low", "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/bonds/government"}, {"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": [{"node": "objective/income"}, {"node": "objective/retirement"}]}} |
Can you check if TCS mutual funds have annualized returns over 10% in the IT sector? | {"reasoning": "This query is looking for TCS mutual funds with annualized returns over 10% in the IT sector. The key elements are the specific ticker (TCS), the attribute (annualized returns), the qualifying criterion (over 10%), and the asset type (mutual funds) within the sector (IT).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/annualized_returns", "qualifier": null, "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/sector/information_technology", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "TCS"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": []}} |
Can you check if Dr. Reddy's Lab ETFs, with a focus on high credit ratings in the health care sector, are a good pick? | {"reasoning": "This query is looking for ETFs focused on Dr. Reddy's Lab with high credit ratings in the health care sector. The key elements are the specific ticker (Dr. Reddy's Lab), the focus on credit ratings (high), and the sector (health care). The user is assessing risk and sector-specific opportunities.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "Dr. Reddy's Lab"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
What portfolios focus on tax harvesting with a low expense ratio (<1.5%) and high credit rating, especially those investing internationally and in financials like property and casualty insurance (>15%)? I'm interested in REITs and government treasuries. | {"reasoning": "This query seeks portfolios focusing on tax harvesting with a low expense ratio and high credit rating, emphasizing international investments in financials such as property and casualty insurance. The user is interested in REITs and government treasuries, indicating a preference for stable, income-generating investments with a focus on tax efficiency and sector-specific exposure.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1.5%"}, {"node": "attribute/fundamental/credit_rating", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/region/international", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/insurance/insurance/property_and_casualty_insurance", "qualifier": "high", "quantifier": ">15%"}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}, {"node": "asset_type/bonds/government/treasury"}], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/tax_harvesting"}]}} |
Can you recommend some ETFs with high volatility, greater than 10%, for large cap equity funds targeting growth? | {"reasoning": "This query is looking for ETFs with high volatility, specifically greater than 10%, focused on large cap equity funds targeting growth. The user might be interested in high volatility for potential high returns, and large cap growth funds are known for their potential to outperform in bullish markets.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/volatility", "qualifier": "high", "time": null, "quantifier": ">10%"}], "exposures": [{"node": "exposure/factor/size", "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 large-cap ETFs focusing on healthcare equipment with low drawdown risk? | {"reasoning": "This query seeks large-cap ETFs that focus on healthcare equipment with low drawdown risk. The key elements are the asset class (ETFs), the sector focus (healthcare equipment), the market cap (large-cap), and the risk attribute (low drawdown risk). This suggests interest in stable sector-specific investments.", "parsed_output": {"attributes": [{"node": "attribute/technical/risk/drawdown", "qualifier": "low", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/health_care_equipment_and_services/health_care_equipment_and_supplies", "qualifier": "high", "quantifier": null}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/funds/etf"}], "objectives": []}} |
Are there any stocks in the IT sector showing an uptrend that are good for growth? | {"reasoning": "This query is looking for stocks in the IT sector that are currently showing an uptrend and are suitable for growth investing. The key elements are the sector (IT), the trend (uptrend), and the investment style (growth). This suggests interest in capitalizing on positive momentum in a growth-oriented sector.", "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}], "tickers": [], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/growth"}]}} |
Can you suggest some high value equity mutual funds focused on growth that have good cumulative returns? | {"reasoning": "This query is looking for equity mutual funds with a focus on growth, high value, and good cumulative returns. The key elements are the asset type (equity mutual funds), the investment style (growth), the qualifying criterion (high value), and the performance metric (good cumulative returns).", "parsed_output": {"attributes": [{"node": "attribute/technical/returns/cumulative_returns", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [], "tickers": [], "asset_types": [{"node": "asset_type/equity"}], "sebi": [{"node": "sebi_classification/equity_schemes"}], "vehicles": [{"node": "vehicle/funds/mutual_fund"}], "objectives": [{"node": "objective/growth"}]}} |
Why does Trent have a low dividend yield of less than 2%? I'm considering stocks with a 15% exposure to specialty retail for income. | {"reasoning": "This query is investigating why Trent has a low dividend yield, specifically less than 2%, while considering stocks with 15% exposure to specialty retail for income. The user is interested in understanding the relationship between Trent's dividend yield and its sector exposure to make informed income-focused investment decisions.", "parsed_output": {"attributes": [{"node": "attribute/fundamental/yield/dividend", "qualifier": null, "time": null, "quantifier": "<2%"}], "exposures": [{"node": "exposure/sector/consumer_discretionary/consumer_discretionary_distribution_and_retail/specialty_retail", "qualifier": "high", "quantifier": "=15%"}], "tickers": [{"name": "Trent"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/stock"}], "objectives": [{"node": "objective/income"}]}} |
I'm interested in a portfolio with a low expense ratio, under 1%, and high exposure to financial services and mortgage REITs, particularly related to SBI. Could be useful for retirement planning. | {"reasoning": "This query is looking for a portfolio with a low expense ratio, under 1%, and high exposure to financial services and mortgage REITs, particularly related to SBI. The user is interested in cost efficiency and sector-specific exposure, which could be useful for stable growth in retirement planning.", "parsed_output": {"attributes": [{"node": "attribute/cost/expense_ratio", "qualifier": null, "time": null, "quantifier": "<1%"}], "exposures": [{"node": "exposure/sector/financials/financial_services", "qualifier": "high", "quantifier": null}, {"node": "exposure/sector/financials/financial_services/mortgage_real_estate_investment_trusts_reits/mortgage_reits", "qualifier": "high", "quantifier": null}], "tickers": [{"name": "SBI"}], "asset_types": [], "sebi": [], "vehicles": [{"node": "vehicle/portfolio"}], "objectives": [{"node": "objective/retirement"}]}} |
I'm looking for REITs in the biotech sector with high average volume for diversification. Any suggestions? | {"reasoning": "This query seeks REITs in the biotech sector with high average volume for diversification. The user is interested in sector-specific REITs to diversify their portfolio, focusing on liquidity indicated by high average volume, which may suggest ease of trading and market interest.", "parsed_output": {"attributes": [{"node": "attribute/technical/volume/average_volume", "qualifier": "high", "time": null, "quantifier": null}], "exposures": [{"node": "exposure/sector/health_care/pharmaceuticals_biotechnology_and_life_sciences/biotechnology", "qualifier": null, "quantifier": null}], "tickers": [], "asset_types": [{"node": "asset_type/equity/reits"}], "sebi": [], "vehicles": [], "objectives": [{"node": "objective/custom"}]}} |
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