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Fund Evaluation Questionnaire
Answer all questions → Click Query AI → Get full analysis automatically
📌 Your Selections
Q1 Fund Name *
Include Direct or Regular plan in the name
Q2 Your Age *
Q3 Investment Goal *
🎯 Retirement Corpus
🎓 Child Education / Marriage
📈 Wealth Creation
🏠 Home / Major Purchase
🔧 Other
Q4 Investment Horizon *
⚡ 3 Years
📅 5 Years
📈 7 Years
🎯 10 Years
♾️ 15+ Years
Q5 Investment Mode *
💰 Lump Sum Only
📅 SIP Only
🔢 Both Lump Sum + SIP
Q6 Existing Portfolio *
✅ Diversified (Multiple Funds)
⚠️ One or Two Funds
🆕 First / Only Equity Investment
🏛️ Primarily Debt / FD
Q7 Risk Tolerance *
🛡️ Low – Capital Protection
⚖️ Medium – Balanced
🔥 High – Aggressive Growth
Q8 Volatility Preference *
📊 Low – Smooth Returns
📉 Medium – Occasional Dips OK
⚡ High – Sharp Drawdowns OK
Q9 Tax Bracket *
🔴 30% Bracket
🟡 20% Bracket
🟢 5–10% or Exempt
❓ Not Sure
Q10 Entry Context *
🆕 Fresh Entry – No Units Yet
📋 Already Invested – Reviewing
🔄 Switching from Another Fund
📈 Increasing Existing SIP
📊 AI Analysis Result
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AI analysis will appear here after you click Query AI.