INSIGHTS
Live risk cues on concentration, drift and volatility for the ₹48.62L Premium book.
| Severity | Alert | Metric | Threshold | Current | Raised | Status |
|---|---|---|---|---|---|---|
| High | Financials concentration | Sector weight | ≤ 18% | 22% | 09 Apr | Open |
| Watch | Equity drift vs target | Sleeve weight | 50% ±3 | 54% | 08 Apr | Watch |
| Watch | Copper underweight | Sleeve weight | 5% | 3% | 01 Apr | Watch |
| Watch | Single-name HDFCBANK | Name weight | ≤ 12% equity | 11.4% | 06 Apr | Watch |
| Info | Gold ballast intact | Sleeve weight | 8–12% | 10% | 04 Apr | Closed |
| Info | SIP continuity | Missed SIPs | 0 | 0 | 04 Apr | Closed |
| Info | Drawdown from peak | Portfolio DD | ≤ 8% | 2.1% | 22 Mar | Closed |