Comprehensive Portfolio with Benchmark Scheme names and XIRR
A
Anuj Jain
started a topic
almost 3 years ago
We have changes in the Portfolio Summary shown in Comprehensive Portfolio report to display the scheme wise Benchmark names whose XIRR is shown along with the scheme XIRR
The Benchmark mark XIRR is calculated for the same period and same cashflow amount and dates as done by the Investor in the Mutual fund scheme.
This Report can be sent via Whatsapp to your Investor from the screen.
Anuj Jain
We have changes in the Portfolio Summary shown in Comprehensive Portfolio report to display the scheme wise Benchmark names whose XIRR is shown along with the scheme XIRR
The Benchmark mark XIRR is calculated for the same period and same cashflow amount and dates as done by the Investor in the Mutual fund scheme.
This Report can be sent via Whatsapp to your Investor from the screen.
Regards
Team InvestWell
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