Disclaimer

equitylore collects the monthly portfolio statements that every asset management company in India publishes under SEBI’s rules, and presents them as tables, charts and comparisons: what a scheme held, how its holdings changed from one disclosed month to the next, which schemes hold a company, and how much two or three schemes overlap.

These are statistical summaries of data the fund houses have already made public. The site does not forecast prices or returns, does not rate or rank funds on merit, and does not say what anyone should do.

Nothing on this site is investment, financial, tax or legal advice, a research report, or a recommendation, and nothing takes into account your goals, finances or tolerance for risk. In particular:

• A list sorted by size, by number of funds, or by the amount bought or sold is ordered mechanically by that figure. Being near the top is not a rating, a ranking on merit, or a signal to buy.
• “Market moves”, “entered” and “exited” describe what fund managers did in a past month. They are not trading calls, and a fund’s purchase is not a reason for you to buy.
• The overlap shown on the compare page measures how alike two portfolios were. It does not say which fund is better or whether to switch.
• “My funds” adds up what your chosen schemes disclosed. It is not a review of your portfolio.

Nothing here is an offer or a solicitation to buy or sell any security or units of any scheme. Make your own decisions, and if you want advice suited to you, consult an investment adviser registered with SEBI. You can check anyone’s registration on the SEBI website.

We are not registered with the Securities and Exchange Board of India (SEBI) in any capacity, including as an investment adviser, research analyst, stock broker, portfolio manager or depository participant. We do not hold an AMFI Registration Number (ARN) and do not distribute, sell or arrange the purchase of mutual fund units. We do not accept money from investors, execute transactions, or manage anyone’s investments.

The site is independent. It is not affiliated with, endorsed by or sponsored by SEBI, the Reserve Bank of India, the Association of Mutual Funds in India (AMFI), any stock exchange or depository, or any asset management company. Mentions of these bodies describe where the data comes from; they do not imply approval.

We receive no payment from any fund house or company for how it appears on this site.

Holdings are taken from the monthly portfolio disclosures that each fund house publishes on its own website. We parse and reconcile them automatically and do not audit or independently verify them. See About the data for coverage and method. You should expect that:

• Disclosures can contain errors, and any error in them is reproduced here. Our own collection and parsing can also introduce errors or omissions.
• Holdings are historical: they show a portfolio on the last day of a past month. The fund may hold something different today.
• “Portfolio value” is the sum of disclosed lines, not the scheme’s official AUM or NAV.
• Some fund houses or months may be missing or out of date, and only actively managed equity schemes are covered.
• The site shows no live or real-time prices and is not a source of market data.

Before you invest, read the scheme’s Scheme Information Document, Key Information Memorandum and the Statement of Additional Information, and check the current factsheet and portfolio on the fund house’s website. Where those differ from this site, the fund house’s documents are correct.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

The value of investments in mutual funds and shares can go down as well as up, and you may get back less than you invested. A fund’s past holdings, past changes in holdings and past performance are not a reliable guide to what it will hold or how it will perform in future.

We do not give tips, do not run paid or free groups on WhatsApp, Telegram or any other app, do not offer guaranteed returns, and never ask for money, account passwords, OTPs or your demat or bank details. If someone claims to be from this site and does any of these things, they are not us.

Report suspected investment fraud to SEBI through SCORES, and cyber fraud to the National Cyber Crime helpline 1930 or cybercrime.gov.in.

Fund house names, scheme names, company names and logos are trademarks of their owners. They are used only to identify the scheme or company the data describes, and their use does not mean that any owner endorses this site or is connected with it.

The site and its data are provided free of charge, “as is” and “as available”, without any warranty of accuracy, completeness or timeliness. To the fullest extent the law allows, we are not liable for any loss or damage, direct or indirect, arising from your use of, or reliance on, anything on this site. Any investment decision is yours alone. The full terms are in the terms of use.

If you find a figure that does not match the fund house’s own disclosure, please tell us and we will correct it.

[Operator legal name]. Email [contact email]. We acknowledge messages within two working days and aim to resolve them within fifteen days.