Vedansh Wealth LLP | ARN-255613 | EUIN-371344
Mutual Fund Distributor – Not a SEBI-registered Investment Advisor
This platform is for educational purposes only and does not provide investment advice.
Important — Please Read

Educational research tool — not investment advice.

Regulatory statusVedansh Wealth LLP is a Mutual Fund Distributor (ARN holder) and not a SEBI-registered Investment Advisor.
No advice · No recommendationsEquityBox does not provide investment advice, recommendations, or portfolio allocation guidance. Any outputs are algorithmic observations based on historical data and should not be construed as buy/sell/hold recommendations.

EquityBox® is a research and self-assessment tool published by Vedansh Wealth LLP, an AMFI-registered Mutual Fund Distributor (ARN-255613, EUIN-371344). It is NOT a SEBI-registered Investment Adviser. All output is for educational and informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to buy or sell any security. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. Investors should consult a SEBI-registered Investment Adviser before making any investment decision.

EquityBox
Important regulatory disclosure

Vedansh Wealth LLP is a Mutual Fund Distributor (ARN-255613) and not a SEBI-registered Investment Advisor.

EquityBox is an educational and informational tool designed to present mutual fund data across selected parameters. It does not provide investment advice, recommendations, or any buy/sell/hold guidance.

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

9-Rule Self-Assessment Framework · Educational Use

See which funds meet every criterion.
See which fall short.
Know the math.

EquityBox is an educational research tool that scores every mutual fund in your portfolio against a 9-criterion framework derived from publicly available metrics. The output is a transparent All Criteria Met / Criteria Not Fully Met signal — an observation, not investment advice. You decide; we just show the math.

See how it works
Educational research tool · Data: Value Research & Morningstar · Vedansh Wealth LLP (ARN-255613)
Portfolio health
75% clear
3/4
Parag Parikh Flexi Cap
Meets all 9 criteria · alpha +4.5%
All Met
Axis Bluechip Fund
Sortino 1.24 vs index 0.98
All Met
Kotak Emerging Equity
Downside 88 vs index 100
All Met
HDFC Flexi Cap Fund
Alpha −2.1% · manager changed in 2024
Not Fully Met

Transparent framework summary

Every All-Criteria-Met or Not-Fully-Met label comes with the criteria it met — and the criteria it didn't. See the math. Question the status. Trust what you see.

Built for trust

An open, reproducible self-assessment. Every metric carries its source so you can verify it against your own statements.

Share-ready reports

Generate a personalised, branded PDF — or a secure read-only dashboard link — for your own records. Your data stays private.

How it works

The 9 framework criteria — every fund, every time

If a fund does not meet even one criterion, it is flagged "Criteria Not Fully Met" with the exact reason. These are observations, not investment advice.

1
3Y rolling over 10Y vs benchmark
The fund must beat its benchmark over rolling 3-year windows across a 10-year history.
2
Alpha is positive
Returns must exceed what the fund's risk level would predict.
3
At least 5 years of history
No framework summary without a 5-year track record.
4
Std deviation below the index
The fund shouldn't be more volatile than its benchmark.
5
Sortino ratio beats the index
Measures return earned for every unit of downside risk.
6
3Y downside capture ≤ 100
The fund should fall less than its index in bad months.
7
Fund manager stability
No manager changes in the last 2 years.
8
Sharpe ratio ≥ 1.0 and > benchmark
Risk-adjusted return must clear the 1.0 floor and beat the benchmark Sharpe.
9
Jensen's Alpha is positive
Excess return over the benchmark, after adjusting for market risk, must be greater than zero.

Self-assess your portfolio in under two minutes.

Add your funds. EquityBox scores each one against the 9-criterion framework. See exactly which criteria each fund meets — and which it doesn't.

EquityBox® — a research tool by Vedansh Wealth LLP (ARN-255613, EUIN-371344)
EquityBox® is a research and self-assessment tool published by Vedansh Wealth LLP, an AMFI-registered Mutual Fund Distributor (ARN-255613, EUIN-371344). It is NOT a SEBI-registered Investment Adviser. All output is for educational and informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to buy or sell any security. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. Investors should consult a SEBI-registered Investment Adviser before making any investment decision.

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