In Investwell Mint, under Client Section → Reports → Asset Allocation, there is a report called “Equity Cap for Mutual Fund.”
Currently, this report shows the client’s portfolio based on mutual fund sub-categories. However, it does not show the market cap-wise allocation (Large Cap, Mid Cap, Small Cap) of the client’s equity portfolio.
This market cap allocation is already available in the Comprehensive Portfolio Report, but that report is accessible only to brokers—not directly to clients.
Because of this, clients are unable to clearly understand how their investments are distributed across market caps.
Suggestion: Please include Equity Market Cap Allocation (Large/Mid/Small Cap) in the client’s Asset Allocation Report. This will help clients better analyze and understand their portfolio without depending on the broker.
This addition will improve transparency and enhance the overall client experience.
In your given screenshot, the equity cap allocation is matching in both the reports. Equity Market cap allocation is already available in Asset allocation report.
In both the reports the Equity cap allocation is not based on the Mutual fund subcategories. It's based on the actual holding in the Scheme's factsheets and their respective Large, Mid, Small categorization given as per AMFI.
In Investwell Mint, under Client Section → Reports → Asset Allocation, there is a report called “Equity Cap for Mutual Fund.”
Currently, this report shows the client’s portfolio based on mutual fund sub-categories. However, it does not show the market cap-wise allocation (Large Cap, Mid Cap, Small Cap) of the client’s equity portfolio.
This market cap allocation is already available in the Comprehensive Portfolio Report, but that report is accessible only to brokers—not directly to clients.
Because of this, clients are unable to clearly understand how their investments are distributed across market caps.
Suggestion:
Please include Equity Market Cap Allocation (Large/Mid/Small Cap) in the client’s Asset Allocation Report. This will help clients better analyze and understand their portfolio without depending on the broker.
This addition will improve transparency and enhance the overall client experience.
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Anuj Jain posted about 6 hours ago Admin
Dear Sir,
In your given screenshot, the equity cap allocation is matching in both the reports. Equity Market cap allocation is already available in Asset allocation report.
In both the reports the Equity cap allocation is not based on the Mutual fund subcategories. It's based on the actual holding in the Scheme's factsheets and their respective Large, Mid, Small categorization given as per AMFI.
Regards
Team Investwell
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