Please watch in 720p (HD)

You can view the Portfolio Return in the Portfolio menu.

To view the Report 

  1. Select Applicant Name
  2. Choose As on Date. By default it will be Today.
  3. Choose between Detail or Summary
  4. In the Long Term / Short Term filter choose either Long term, Short term or All
  5. Choose whether you want to see CAGR Return or Annual Return
  6. Choose the Scheme Type from All MF (Equity, Debt), Shares or FD
  7. Press SHOW button

Here you can see the Return for Unrealized part of the Portfolio

  • You can see the same Family member wise and then scheme wise
  • If you want to see each transaction separately click on the scheme

Filters can be used to enhance your search - 

  • You may wish to see only Long term investments

  • You may wish to see Simple annualized return instead of CAGR

  • You may wish to see different scheme type

  • All these reports have an export to PDF or Excel option.