Please watch in 720p (HD)


Summary:

If we select for All Folios then we can see the complete return for all Folios :

  • Purchase
  • Switch In
  • Reinvestments
  • How much has been redeemed
  • Switch Out
  • The Balance units
  • Current Value
  • Dividend Paid / Interest Accrued
  • Gain in rupee terms
  • Absolute return
  • XIRR %



If we click on a particular scheme we see all the transactions in that scheme along with the Joint Name, Mode of holding etc