This table indicates the percentage of your mutual fund portfolio, exposed to investment under a particular Fund House. You can thus analyze whether you are overweight or underweight with a particular fund house.
Heat Map
This Heat map gives you a quick overview of performance on that day (with respect to its previous value) of every Mutual Fund Scheme, in your portfolio.
Values in green denote the percentage growth.
Values in White denote no change.
Values in Red denote the percentage reduction.
Fund Manager
This table indicates the percentage of your investment in mutual funds, managed by a particular Fund Manager. You can thus analyze whether you are overweight or underweight with a particular fund manager.
Mutual Funds
This table gives you an exhaustive performance analysis of your investments in Mutual Funds under both, Future Capital as well as Non Future Capital portfolio.
It also gives you a monthly Buy/Sell advice based on the respective fund's performance and our in-house research.
You can also choose to generate a singular report for your Future Capital portfolio / Non-Future Capital portfolio or a consolidated report to include both portfolios.