Investors in India are eager to benchmark DIY equity portfolios against top mutual funds, and the tool hunt is heating up. Zerodha’s portfolio benchmarking is a popular starting point, but many want to measure against Parag Parikh Funds as well. [1]
Benchmarking today looks like this: • Zerodha’s portfolio benchmarking feature is the go-to for many, with a wish list to pit results against Parag Parikh Funds and other MFs. [1] • Some investors keep a purchase-and-sale ledger and simulate cashflows to compare with indices using Google Finance, hoping to pipe data into Data Studio for visuals. The dream is a direct link from broker data to visualization tools. [1]
Real-time, Bloomberg-like insights? That’s the ticket investors say they’d actually pay for: • Real-time data and analytics tools like Bloomberg Terminal or Capital IQ would justify the price for many. [2] • There’s a clear craving for real-time fundamentals—think PE and PB updates—along with intraday data such as price, volume, futures OI, and options premiums. [2]
Closing thought: the Indian market is primed for integrated benchmarking and Bloomberg-style terminals, with demand for real-time market access continuing to grow across tools and data sources. [1][2]
References
What’s the best tool to compare my equity portfolio versus leasing mutual funds?
Discusses tools to benchmark equity portfolio against top mutual funds, preferring Zerodha, Parag Parikh funds mentioned; seeks data sources online.
View sourceFor those into market analysis — what kind of real-time insights or features would you actually pay for if you had access to something like Bloomberg or Capital IQ?
User discussion comparing Bloomberg-like real-time data needs for Indian stocks; questions value and features of advanced market terminals today
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